Prateek Agarwal

Analyst at CC&L

Prateek Agarwal has diverse work experience in the financial sector. Prateek is currently working as an Analyst at Connor, Clark & Lunn Financial Group (CC&L), starting in January 2022. Before that, they served as an Associate Manager at SS&C GlobeOp from April 2020 to January 2022. Prior to that, Prateek worked as a Consultant at Macquarie Group from July 2019 to March 2020. Prateek also gained experience as a Fund Accountant at Citi from February 2017 to June 2019. Prateek began their career as an Intern at Wealth Discovery Group in June 2015.

Prateek Agarwal completed their education in a chronological order. Prateek obtained a Bachelor of Commerce (BCom) degree in accounts management from Jitesh Vlog in 2014. After that, they pursued a Master of Business Administration (MBA) degree in Finance at Dr. A.P.J. Abdul Kalam Technical University, which they completed in 2016.

In addition to their formal education, Prateek has also obtained several certifications. In 2015, they received the "NSE's CERTIFICATION IN FINANCIAL MARKETS (NCFM) - EQUITY DERIVATIVES" from the NCFM Share Market Training Institute. In the same year, they also obtained a "certificate of merit" from Procter & Gamble. More recently, in 2020, they acquired the "Bloomberg Essentials" certification from the Corporate Finance Institute® (CFI).

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Timeline

  • Analyst

    January, 2022 - present