Saksham Asthana
New Delhi,India
Summary
Results-driven business professional with strong analytical skills. Proven track record in collaborative problem-solving, data-driven decision-making, and process improvement.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Business Analyst & Client Onboarding Specialist – COO
Citi Private Bank - Americas Wealth Markets
12.2023 - 11.2024
- Senior member of the Americas Wealth Markets client onboarding team responsible for managing the onboarding workflow of over 300 ISDA/CSA derivative agreements, annually
- Provided high touch business analyst and client onboarding support for product and sales specialists responsible for Wealth Markets Americas product distribution, products including: (i) OTC Derivatives (Rates, Credit, Equities and Commodities) (ii) Structured Notes and (iii) Foreign Exchange – total revenues of more than 220M across the Americas region
- Worked to streamline existing client onboarding framework and workflow resulting in a significant decrease in turnaround times for clients to be onboarded for investments related activity
- Managed Dodd Frank regulatory implementations across the Wealth Markets business including providing input to drive technology changes, processes, and control framework enhancements to meet regulatory mandates
- Reviewed daily derivative trade blotters and exception queues and managed any Dodd Frank trade compliance escalations
- Supported internal and regulatory audits, and Compliance risk assessment testing requirements
- Improved efficiencies across the capital markets business to create capacity for products teams to focus on ultra-high net worth client segments, driving deeper relationships with the bank’s top clients
- Ensured adherence to policies and effective implementation in an evolving regulatory environment
- Partnered with senior business leaders to deliver solutions across multiple business channels and wealth management segments
Corporate Research Analyst – Global Research and Risk Solutions
CRISIL Ltd.
06.2022 - 11.2023
- Executed more than 150 rapid research projects on industries like precision manufacturing, ESG, CCUS, autonomous and electric mobility, blockchain, aerospace, and advanced computing
- Leveraged data capture and visualization techniques to provide business operation and intelligence support to 5 AM LAW firms developing competitor profiles, benchmarking reports, and product offering and pricing decks
- Analyzed emerging market trends and potential opportunities to provide investment recommendations to clients in the private equity and venture capital domains
Education
MBA - Financial Analysis
Guru Gobind Singh Indraprastha University
New Delhi, India06.2022
BBA - General Management
Banarsidas Chandiwala Institute of Professional Studies
New Delhi, India08.2020
Skills
- Data Research and Analysis
- Advanced MS-Office Suite User
- Proficient in proprietary databases (Pitchbook/Capital IQ/Factiva/Refinitiv Eikon)
- Interpersonal skills and effective communication
- Multitasker in fast paced environments
- Critical thinking and attention to detail
Websites
Additional Information
Member CRISIL ‘RE’ (CSR wing of Crisil Ltd.), Member of Rotaract Club of Rever
Languages
English
Full Professional
Accomplishments
A
Certification
Advanced Excel Certification
Beginner's Trading Certification
Timeline
Business Analyst & Client Onboarding Specialist – COO
Citi Private Bank - Americas Wealth Markets
12.2023 - 11.2024
Corporate Research Analyst – Global Research and Risk Solutions
CRISIL Ltd.
06.2022 - 11.2023
MBA - Financial Analysis
Guru Gobind Singh Indraprastha University
BBA - General Management
Banarsidas Chandiwala Institute of Professional Studies
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