Services
Priority DM . 2 days reply
Priority DM . 2 days reply
Video meeting . 30 mins
Finance Career Strategy Call
Break into your dream role
Priority DM . 2 days reply
Video meeting . 15 mins
Discovery Call (Finance Careers)
Break into Finance - Strategy Call
Video meeting . 90 mins
Premium Finance Resume + LinkedIn Review (90 mins)
Stand out for top finance roles
About me
Hi, I’m Mansi
I’m a client-facing finance professional with experience across Asset Management, Wealth Management, Investment Banking, Operations, and Global Markets. I’ve worked with institutional investors, hedge funds, and global asset managers across US & EMEA markets.
I specialize in client onboarding, portfolio servicing, multi-asset trade readiness, and cross-functional execution - partnering closely with sales, relationship managers, and investment teams. My strength lies in stakeholder management, networking, and building strong, trust-based relationships that drive results.
If you’re looking to break into finance or grow within it, I can help you with:
• Resume & profile reviews (finance-focused)
• Interview prep (Asset Management, Investment Banking, Wealth Management, Global Markets roles)
• Career guidance & role clarity
• Networking strategies that actually work
I bring a practical, no-fluff approach - focused on what works in the real world.
Outside of work, you’ll find me chasing sunsets with iced coffee☕🌇