Varun Avanthkar
@varunavanthkar
Experienced wealth management analyst skilled in operations, reconciliations, AML, and process improvements.
IndiaWhat I'm looking for
I am an experienced wealth management analyst with strong domain knowledge in asset transfers, reconciliations, invoice processing and end-to-end trade lifecycle operations. I have worked with global firms on AML/KYC, forecasting, budgeting, and risk escalation while improving STP rates and building macros to streamline processes.
I bring hands-on experience across onboarding to offboarding, payments, and client commission management, with a track record of awards and cross-border project exposure. I focus on accuracy, timely settlements, and collaboration with relationship managers and authorizers to reduce risk and improve operational efficiency.
Experience
Work history, roles, and key accomplishments
Processed and reconciled asset transfer requests, performed maker-checker duties, produced weekly/monthly forecasting and budgeting reports, and managed AML/risk escalations to ensure timely settlements.
GSManaged client commission operations for ~80 clients across MiFID and non-MiFID regions, handled invoice processing, reconciliation and payments, and implemented STP conversions and process improvements.
NTAnalyst - Wealth Management
Northern Trust
Jun 2018 - Dec 2018 (6 months)
Managed client lifecycle from onboarding to offboarding, account setup and fee charging, and coordinated with relationship managers on approvals, discounts and customizations.
HPExecuted indexing, posting and payments processes including monthly/netting/manual payments, royalties and tax postings, and performed quality checks and query handling for client projects.
Education
Degrees, certifications, and relevant coursework
Imarticus Learning
Certified Investment Banking Operations Professional, Investment Banking Operations
2019 - 2019
Completed certification covering investment banking operations, securities and derivatives, trade life cycle, clearing and settlement, AML/KYC, asset management, and risk management.
Kristu Jayanti College
Bachelor of Business Management, Business Management
Completed a Bachelor of Business Management degree focused on foundational business and management principles.
St. John's High School, Bangalore
ISC (Class 12), Secondary Education
Completed higher secondary education under the ISC board.
New Baldwin School, Bangalore
ICSE (Class 10), Secondary Education
Completed secondary education under the ICSE board.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Job categories
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