Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Avipsha Mitra

Avipsha Mitra

Toronto,Canada

Summary

With 15+ years of experience across global buy-side, sell-side, and fintech institutions, I have led end-to-end product strategy, operational transformation, and delivery of multi-asset investment solutions for institutional and wealth management clients. I have built and scaled cross-functional teams, launched investment products across multiple jurisdictions, and optimized complex trade, custody, and back/middle-office workflows while ensuring governance, compliance, and risk mitigation. Known for bridging strategy and execution, I excel at driving measurable business impact, aligning stakeholders from C-suite to regulators, and delivering innovative, client-centric solutions.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Director, Product Development and Management

S&P Global, Market Intelligence
06.2023 - 11.2024
  • Led end-to-end product strategy and delivery for a SaaS investment research platform, creating persona-driven experiences for portfolio managers, financial advisors, and retail investors; redefined market data strategy and commercial model, boosting monetization and reducing external data costs by 15%, while owning growth KPIs, ROI models, and revenue forecasts to guide roadmap decisions.
  • Directed cross-functional AI and ESG initiatives, identifying high-impact automation opportunities through rapid prototyping, and delivering API-first, modular ESG solutions to top-tier financial institutions; leveraged analytics and qualitative insights to optimize client journeys, prioritize features using Agile and Jobs-to-be-Done frameworks, and align execution with strategic objectives across Sales, Marketing, Ops, Engineering, and Design.

Vice President, Product Development & Sustainability – Mutual Funds, ETFs and SMA

Emerge Canada Inc.
09.2021 - 05.2023
  • Led end-to-end product strategy and launch of 10 multi-asset investment products across the U.S. and Canada, building the product function from scratch; aligned cross-functional stakeholders - including legal, PMs, custodians, exchanges, and regulators, ensuring trading readiness, scalable middle-office infrastructure, and market adoption through client discovery and competitive analysis.
  • Drove ESG and sustainability strategy, chairing the firm’s Sustainability Committee to integrate ESG principles into product design, establishing research infrastructure, managing data vendor partnerships, and enabling data-driven portfolio construction and reporting, while strengthening client trust and market positioning through advisor engagement and thought leadership.

Vice President, Product Specialist & Client Service

Northern Trust
12.2018 - 08.2021
  • Led full-cycle delivery of tailored product solutions for top-tier Canadian institutional investors including crown corporations, integrating custody/back-office and middle-office trade workflows across multi-asset portfolios; managed cross-functional roadmaps and delivered proof-of-concepts that improved trade lifecycle reporting, execution efficiency, and client-specific operational alignment.
  • Drove client engagement and operational excellence, supporting institutional sales and RFPs as a subject matter expert; defined SLAs/KPIs, implemented data governance and control frameworks across custody and middle-office processes, and leveraged analytics to reduce operational risk, ensure regulatory compliance, and continuously refine service capabilities.

Asst. Vice President, Senior Investment Operations Manager

Northern Trust
07.2008 - 11.2018
  • Advanced from hands-on analyst to lead an 85+ member North America trade operations team, overseeing institutional and wealth management workflows across multi-asset portfolios; delivered performance and risk analytics while embedding a culture of early-risk identification, robust SOPs, and audit readiness.
  • Co-led strategic transformation of operating models and tooling, driving 55%+ productivity gains through automation and optimized resource allocation; owned planning, budgeting, and performance management, mentored high-potential talent, and implemented scalable processes to support trading-intensive workflows and regulatory compliance.

Education

Executive Post Graduation - Finance

Indian Institute of Management
Kozhikode, India
01.2015

Bachelors - Business Management, Specialization in Finance

Centre For Management Studies, SBMJC
Bangalore, India
01.2008

Skills

  • Client & Stakeholder Management
  • Product P/L & Budget Management
  • Cross-functional Team Leadership
  • Project & Change Management
  • Regulatory & Risk Mitigation
  • Data-Driven Strategy & Decision Making

Certification

  • Financial Planning & Wealth Management Professional (FPWMP) – Corporate Finance institute (CFI)
  • Design Thinking, Innovation of Products and Service - Massachusetts Institute of Technology
  • Artificial Intelligence for Finance and Deep Machine Learning – Corporate Finance institute (CFI)


Timeline

Director, Product Development and Management

S&P Global, Market Intelligence
06.2023 - 11.2024

Vice President, Product Development & Sustainability – Mutual Funds, ETFs and SMA

Emerge Canada Inc.
09.2021 - 05.2023

Vice President, Product Specialist & Client Service

Northern Trust
12.2018 - 08.2021

Asst. Vice President, Senior Investment Operations Manager

Northern Trust
07.2008 - 11.2018

Executive Post Graduation - Finance

Indian Institute of Management

Bachelors - Business Management, Specialization in Finance

Centre For Management Studies, SBMJC

Similar Profiles

CREATE PROFILE
Avipsha Mitra