Priyank Singhania, FMVA®

Priyank Singhania, FMVA®

Live Project Intern

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  • Timeline

  • About me

    Project Manager – Strategy & Transformation | Expert in Retail Asset Digitization & Decongestion | Ex-Interactive Brokers & Morningstar | Helping Businesses Drive Change

  • Education

    • Calcutta University, Kolkata

      2015 - 2018
      B.com Accountancy
    • Apeejay School Kolkata

      2003 - 2013
      Junior school
    • IES's Management College and Research Centre (IESMCRC)

      2019 - 2021
      PGDM Finance
    • Apeejay School

      2013 - 2015
      High School Commerce
  • Experience

    • Finlatics

      Nov 2019 - Jan 2020
      Live Project Intern

      Equity Research & Portfolio Management

    • Citi

      Mar 2020 - Apr 2020
      Live Project Intern

      Institutional Banking Internship Program

    • Purple Ventures Management Consultants LLP

      Apr 2020 - Jul 2020
      Research Analyst Intern
    • Ocean Wealth Management

      Aug 2020 - Aug 2020
      Wealth Management Intern
    • Transparent Capital

      Aug 2020 - Nov 2020
      Research Analyst Intern
    • Morningstar

      Jan 2021 - Apr 2022
      Investment Research Associate
    • Interactive Brokers

      Apr 2022 - Sept 2022
      Client Consultant Associate
    • ICICI Bank

      Oct 2022 - now
      Project Manager (Central Credit Team)- Digitization & Decongestion - Credit - Retail Assets
  • Licenses & Certifications

    • Financial Analysis-Basics

      Equity Levers
      Apr 2020
      View certificate certificate
    • NISM-Series-VIII: Equity Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Jan 2022
    • Finlatics Financial Market Experience Certifications

      Finlatics
    • Financial Modeling & Valuation Analyst (FMVA) ®

      Corporate Finance Institute® (CFI)
      Sept 2023
      View certificate certificate
    • NISM-Series-I: Currency Derivatives Certification Examination

      National Institute of Securities Markets (NISM)
      Feb 2022
    • Equity Research & Financial Modeling

      ForeVision
    • B Level Certificate (Cadet)

      NATIONAL CADET CORPS - India
      May 2011
  • Volunteer Experience

    • Student Volunteer

      Issued by Aseema Charitable Trust on Jul 2019
      Aseema Charitable TrustAssociated with Priyank Singhania, FMVA®