Preyas Agarwal, CFA, FRM

Preyas Agarwal, CFA, FRM

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location of Preyas Agarwal, CFA, FRMMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Business analysis
    Investment banking
    Microsoft excel
    Equities
    Microsoft office
    Capital markets
    Banking
    Derivatives
    Project management
  • About 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 - 2007
      Bachelors of Management Studies International Finance
  • Experience

    • ICICI Prudential Life Insurance Company Limited

      Apr 2006 - Aug 2010
      Advisor

      Free Lancer, Insurance Agent, Tax Advisor, Investment Planner

    • ABN AMRO Bank N.V.

      May 2007 - Aug 2007
      Managenent Traniee

      Pre Matching, Broker Matching, Middle Office, Crest, Equities Trade review, LSE,

    • Bhagwati Commodities Services

      Aug 2007 - Aug 2010
      Branch Head

      Commodities and Equities retial Market, Clie t Acqusition, Sales, Portfolio Management.

    • J.P. Morgan

      Aug 2010 - Aug 2016
      Business Analyst Lead

      Lead 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 2020
      Director (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 2022
      • Product Manager - Lead Business Anyst

        Apr 2022 - Jul 2022
      • Lead Tech Business Analyst

        Apr 2020 - Mar 2022
    • Citi

      Jul 2022 - now
      • Vice President

        Jul 2022 - now
      • Vice President

        Jul 2022 - now
  • Licenses & Certifications

    • Financial Risk Manager (FRM®)

      Global Association of Risk Professionals (GARP)
      View certificate certificate
    • Chartered Financial Analyst

      CFA Institute
      Aug 2015