Services

Priority DM . 2 days reply
FREE
Priority DM . 2 days reply
FREE
Video meeting . 30 mins

Finance Career Strategy Call

Break into your dream role
999
Priority DM . 2 days reply
FREE
Video meeting . 15 mins

Discovery Call (Finance Careers)

Break into Finance - Strategy Call
99
Popular
Video meeting . 90 mins
1,499

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☕🌇