---
title: "Priyanshi Aggarwal - Investment Performance and Reporting Analyst in Toronto | Tal"
description: "Meet Priyanshi Aggarwal, Investment Performance Reporting | Financial and Regulatory Reporting | FX Derivatives | Capital Markets | CFA Level III Candidate based in Toronto."
image: "https://tal.club/meet/priyanshi-23/share-image"
---

# Priyanshi Aggarwal on Tal

## Headline

Investment Performance Reporting \| Financial and Regulatory Reporting \| FX Derivatives \| Capital Markets \| CFA Level III Candidate

## About

Financial and regulatory professional specializing in trade and market data integrity, reconciliations, and regulatory reporting\. Experienced in ensuring accurate and timely trade reporting for FX derivatives and Securities Lending, validating reference data, investigating exceptions, and collaborating across Trading, Middle Office, Technology, and Compliance teams\. Skilled in data quality control, reconciliation frameworks, and process improvements to support front\-to\-back office operations\. CFA Level II candidate with a Master’s in Investment Analysis, passionate about leveraging analytical and operational expertise to ensure seamless data flow and support trading and risk management systems\.

## Location

Toronto

## Work experience

Investment Performance and Reporting Analyst at Alberta Investment Management Corporation \(AIMCo\), May 2026 \- Present · 3 mos, Toronto, ON, • Build investment performance reports for AIMCo institutional client portfolios, including return analysis and performance outcomes\. • Perform data validation and reconciliation of investment performance inputs\.

Financial and Regulatory Reporting Analyst at RBC Investor Services, Jun 2024 \- Dec 2025 · 1 yr 7 mos, Toronto, ON, • Manage FX derivatives regulatory reporting to OSC \(Canada\), FCA \(UK\), and MAS \(Singapore\) via DTCC\. • Support implementation & oversight of 10c\-1a, T\+1 Settlement Cycle for Securities Lending reporting processes\. • Conduct reconciliations, monitor data quality, and resolve discrepancies to ensure accurate reporting\. • Track regulatory updates, analyze impacts on systems/processes, and communicate changes to teams\. • Participate in regulatory and industry calls to maintain compliance and best practices, and stay updated on latest regulatory changes\.

Business Development Manager, DBS Treasures Priority Wealth at DBS Bank, Aug 2017 \- Dec 2021 · 4 yrs 5 mos, Singapore, • On boarded and conducted due diligence for high\-net\-worth \(HNW\) clients, coordinating with international teams to streamline KYC/AML processes and cut turnaround time by 50%\. • Presented the value proposition and key financial insights to HNI Clients, understanding client objectives and transitioning them to the bank’s solutions\. • Stayed abreast with industry trends\. market outlook, and regulatory changes\.

Business Development Manager, Priority Wealth at ANZ Bank , Signature Priority Banking, Mar 2016 \- Aug 2017 · 1 yr 6 mos, Singapore, • Established, grew and nurtured a private client customer base and developed new opportunities with external business partners, whilst managing client relationships, addressing inquiries and resolving issues\. • Automated user\-friendly KYC, audit, compliance checks on clients, to reduce the acquisition time by 40%\. • Acquired assets under management of over SGD 5 Mil in Q1 2017 through various innovative channels, gaining recognition as one of the top 3 performers\.

Financial Analyst \- Specialist Advisory Services at Grant Thornton, Jun 2015 \- Dec 2015 · 7 mos, Botswana, • Audited and reconciled clients’ financial statements and ensured adherence to their firm’s compliance manuals, investment policy statement and frameworks, and best practices\.

## Education

Master of Science \(MSc\), MSc Investment Analysis, Aston Business School

Certificate in Financial Modeling and Valuations, Finance, General, The WallStreet School

[View the original profile](https://tal.club/meet/priyanshi-23)

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