Hyderabad, Telangana, India
Currently serving as a Senior Analyst at Goldman Sachs, contributing to the high-pressure world of investment banking. This role demands resilience, discipline, and strategic decision-making to navigate tight deadlines and complex challenges, all while striving for continuous professional growth. Pursuing an MBA in Finance and Business Strategy at Columbia University, expected to graduate in July 2026. Previous experience includes working as an Associate at Wells Fargo, managing high-risk reviews for financial crime compliance and ensuring adherence to regulatory standards. Skilled in private wealth management, Gen AI, and data quality, with certifications from JPMorgan Chase and Bank of America in investment banking and asset management.
As a CEO, I do Growth, Partnerships & Revenue
- Partner with EMEA High Net Worth & Ultra High Net Worth clients holding £5M - £1B+ in assets on complex account onboarding, structuring, and investment servicing turning regulatory complexity into seamless client experiences. - Serve as the go to problem solver for MDs and VPs in London, resolving high stakes issues across client investment accounts. - Operate at the intersection of client service, compliance, and operations and resolving high stakes issues across employee investment accounts. - Build deep fluency in the unglamorous engine room of private wealth management (PWM) the work that keeps client trust intact. Working in Investment Banking looks cool to the world. Yeah, it’s true, for us too.
• Worked with consumer & small business banking products. • Performing high risk reviews related to financial crime compliance like CIP and CDD requirement based on the type of customer entities. • Performing secondary reviews for the banker while opening DDA, CDA accounts. • Reviewing incoming records to ensure records meet the requirements for the USA Patriot Act, Customer Identification Program. • Responsible for working on low, moderate, high complexity, priority cases, depending on the queue type and the complexity of the review. • Reviewing the Core, CIP, CDD elements on the Universal Workstation and if required verify the data against the documents and regulatory comments provided by customer and banker at the time of account opening. • Provide protection to the bank against money laundering, terrorist financing, and corruption through client screening and transaction monitoring. • Processing queues from Day 1 to Day 40. Additionally : -Interviewed for 4+ roles across Mortgage, security ops, Investment Banking wthin the bank.
•Contributed to the ideation and execution of marketing strategies to enhance the visibility of APOGEE 2023 as a global event. •Led social media outreach and promotional activities to drive student engagement and boost registrations. •Played a key role in achieving record-high participation through strategic campus-level campaigning and consistent brand engagement.
• Represented IIT Madras Mechanica 2023 on campus, promoting the event and increasing student engagement. • Executed outreach and digital marketing campaigns to boost awareness and participation in the event. • Acted as a liaison between the organizing team and campus, where my leadership takes place and managed event related tasks and deadlines.