
Preyas Agarwal, CFA, FRM
Advisor

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Skills
Business analysisInvestment bankingMicrosoft excelEquitiesMicrosoft officeCapital marketsBankingDerivativesProject managementAbout me
CFA, FRM with over 10 years of experience in Equites and Derivaties. Working as the Business lead for ORRC Change the Bank Projects team with Morgan Stanley, Mumbai. Have previously worked with J P Morgan as Business Analyst Lead
Education

Mumbai University Mumbai
2004 - 2007Bachelors of Management Studies International Finance
Experience

ICICI Prudential Life Insurance Company Limited
Apr 2006 - Aug 2010AdvisorFree Lancer, Insurance Agent, Tax Advisor, Investment Planner

ABN AMRO Bank N.V.
May 2007 - Aug 2007Managenent TranieePre Matching, Broker Matching, Middle Office, Crest, Equities Trade review, LSE,

Bhagwati Commodities Services
Aug 2007 - Aug 2010Branch HeadCommodities and Equities retial Market, Clie t Acqusition, Sales, Portfolio Management.

J.P. Morgan
Aug 2010 - Aug 2016Business Analyst LeadLead business Analyst for deliverign change solutions to mitigate firm risk around Regulatory reporting, Regulatory filing for different regulatory bodies like CFTC EMIR MIFID etc. Manage SDLC. Strategic Implementation. Requirement Gathering, User Acceptance testing.

Morgan Stanley
Sept 2016 - Apr 2020Director (AVP)Lead SDLC delivery for Risk reporting functions. Business Analytics, Project Management, Project Planning, Strategic Implementation. System implementation to meet firms regulatory reporting requirement.

UBS
Apr 2020 - Jul 2022Product Manager - Lead Business Anyst
Apr 2022 - Jul 2022Lead Tech Business Analyst
Apr 2020 - Mar 2022

Citi
Jul 2022 - nowVice President
Jul 2022 - nowVice President
Jul 2022 - now
Licenses & Certifications
- View certificate
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Financial Risk Manager (FRM®)
Global Association of Risk Professionals (GARP) 
Chartered Financial Analyst
CFA InstituteAug 2015
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