Yug Meghani

4 years of experience in corporate treasury across Wall Street. Now focused on building intelligent AI systems to automate manual financial processes — applying generative AI to financial markets, automation, and decision-making. Here is a portfolio of my experiences and some projects I have built.

Projects

I'm The Problem (Spend Analyzer Project)

A React web app that analyzes spending habits from bank statement CSVs. Automatically categorizes transactions, visualizes spending with charts, and lets users customize categories. Built with React and Vite, deployed on Vercel.

Debrief (Market Update)

A full-stack product that emails personalized market briefings every trading day — one before the open, one after the close. Pulls live data from Finnhub, pairs it with curated WSJ headlines, and uses Claude Haiku to write Bloomberg-style consensus paragraphs. Built with Node.js, deployed on Vercel with scheduled serverless functions.

Experience

American Express

Corporate Treasury Analyst | Valuations & GenAi

Leading GenAI initiatives across a 25 person team within Corporate Treasury to automate and streamline historically manual processes. Building Python scripts and GPTs to reconcile and modernize financial workflows. Meanwhile managing our derivative portfolio reconciliation (FX & IRS trade), supporting SEC-compliant quarterly reporting and aligning balance sheet activity to enhance financial controls & compliance.

Fonzi

Part-Time Poker Dealer

Part-time Texas Hold'em dealer — managing and dealing for local events to bring the best engineers together from startups and firms all around New York City.

Morgan Stanley

Corporate Treasury Analyst | Liquidity & Capital Planning

Supported firm-wide capital planning through advanced liquidity analytics (LCR & ILST), evaluating balance sheet resilience under varying market scenarios. Streamlined treasury portfolio processes across Security Pools and FHLB facilities, and delivered monthly capital and liquidity presentations to senior management.

Nomura Holdings

Corporate Finance Summer Analyst | Securitized Products

Supported structuring and daily operations of the securitized products desk (CMBS, RMBS, CMO). Helped optimize EOD P&L processes using Alteryx Designer for trade reconciliations and collaborated with the MBS Trade Support Team on trade capture verification through Bloomberg Terminal.

Rutgers Student Managed Fund

Senior Analyst

Built and evaluated investment cases using 10K/10Q analysis, DCFs, and comparable company models to assess portfolio investments. Led and mentored junior analysts through workshops on financial modeling, industry research, and recruitment preparation.