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Muskan Vaswani

@muskanvaswani

Investment banking operations associate at Wells Fargo handling client onboarding, account setup, and treasury operations.

India

Message

What I'm looking for

I'm seeking a long-term, stable role where I can further apply my expertise in client portfolios, Middle Office operations, and Corporate & Investment Banking.

At Wells Fargo, I serve as the primary point of contact for clients on operational and product queries. I manage onboarding, profile setup, limit configuration, and account maintenance.

At BNY Mellon, I supported asset management operations, including onboarding and account setup across Equity, Fixed Income, and FX. I recorded transactions for mutual fund and hedge fund clients and managed exception queues for transaction errors and fails mitigation.

At CRISIL, I extracted ESG-related data from annual reports, company websites, and online research, organizing it into structured databases. I hold an MBA in Integrated Finance, with a concentration in Finance & Data Analytics, and a Certified Investment Banking Operations-Professional certification.

Experience

Work history, roles, and key accomplishments

Current

Business Execution Associate

Current

Wells Fargo

Apr 2025 - Present (1 year 6 months)

Serve as primary point of contact for clients on operational and product queries, managing onboarding, profile setup, and account maintenance. Conduct due diligence and risk management to ensure regulatory compliance.

Client Onboarding Due Diligence Risk Management Treasury Management Account Maintenance Regulatory Compliance Problem Solving Reporting

Associate I - Asset Management Operations

BNY Mellon

Jul 2022 - Mar 2025 (2 years 8 months)

Supported client onboarding and account setup for custody portfolios, maintaining static reference data and recording transactions across asset classes. Identified process improvements and trained new joiners.

Client Onboarding Aladdin CMS GSP Equity Fixed Income Derivatives FX Trade Capture Reconciliations ISDA Data Management Process Improvement Training

Intern - MCA Project

CRISIL

Dec 2021 - May 2022 (5 months)

Extracted ESG-related data from annual reports and websites, organizing it into structured databases. Supported ad hoc tasks involving Excel and databases for financial and non-financial information.

Data Extraction ESG Excel Database Management Research