Ankur Periwal, Cfa
About Ankur Periwal, Cfa
Ankur Periwal, CFA, is a Trading Associate at Wealthsimple in Toronto, Ontario, Canada. He has extensive experience in finance and data analysis, having worked at BCI, SmartStream Technologies, and BMA Wealth Creators Ltd.
Company
Ankur Periwal currently holds the position of Trading Associate at Wealthsimple, based in Toronto, Ontario, Canada. He has been with the company since 2021. Wealthsimple is known for its innovative solutions in the financial technology sector, offering a range of services aimed at making investing more accessible and automated for its clients.
Title
Ankur Periwal is a Trading Associate at Wealthsimple. In this role, he is responsible for a variety of trading and financial operations tasks, ensuring smooth transactions and supporting the firm's broader financial strategies.
Education and Expertise
Ankur Periwal holds a Master's degree in Finance and Financial Management Services from Jain University, Bangalore, which he completed from 2014 to 2016. Before this, he earned a BBM in General Finance from CMS Jain University, completing it in 2014. He is also a Chartered Financial Analyst (CFA), which adds to his expertise in financial analysis, trading, and data management.
Work Experience
Before joining Wealthsimple, Ankur Periwal worked at BCI as a Data Analyst from 2019 to 2021 in the Bengaluru Area, India. He also served as a Senior Analyst at SmartStream Technologies from 2016 to 2019. Earlier in his career, he interned at BMA Wealth Creators Ltd as an Undergraduate Trainee in 2015, which marked the start of his journey in the financial sector.
Key Projects and Initiatives
Ankur Periwal has been involved in several key projects and initiatives. He successfully on-boarded J.P. Morgan as a client and contributed to various proof of concept (POC) projects for clients such as Nomura, PDT Partners, and Cassini. He presented the monthly governance deck to the management team of Morgan Stanley and handled regular calls with operation heads for JP Morgan and Morgan Stanley. Additionally, he initiated an automation project that saved his team approximately 7 hours per day.