Prateek Agarwal

CEO

Bengaluru, Karnataka, India17 yrs 11 mos experience

Most Likely To SwitchHighly Stable

Key Highlights

Expert in setting up high performing finance teams.
Proven track record in capital markets and derivative accounting.
Strong leadership in cross-functional technology integration.

Stackforce AI infers this person is a Fintech expert with strong leadership in capital markets and technology integration.

Contact

Skills

Core Skills

Capital MarketsCross-functional Team Leadership

Other Skills

New Set-upsStakeholder ManagementOrganization SkillsTechnology IntegrationStrategyCommunicationInfluencingValuationDerivative AccountingCapital Markets AccountingProduct ControlFinancial ModelingBloombergHedge FundsDerivatives

Experience

17 yrs 11 mos

Total Experience

2 yrs 11 mos

Average Tenure

5 yrs 5 mos

Current Experience

Wells fargo

Executive Director

Dec 2020 – Present · 5 yrs 5 mos · Bengaluru

Head of CIB and Treasury Controllers - India and Philippines
Helped broaden the horizon of WF India franchise by setting up following high performing teams from the ground up:
Valuations (IPV) team covering full suite of Cash and Derivative asset classes
Derivative Accounting and Reporting
Capital Markets Accounting and operations
Product Control - Helped with initial set up of Equity, Rates and Credit
Constant focus on value add by adding more technology into deliverables, collaborating with different technology teams in India and US, running strategic initiatives, methodology changes, enhancements

Cross-functional Team LeadershipNew Set-upsStakeholder ManagementOrganization SkillsTechnology IntegrationCapital Markets+3

Credit suisse

Vice President

Nov 2019 – Dec 2020 · 1 yr 1 mo · Pune, Maharashtra, India

India Head for Credit Valuations and Risk

Goldman sachs

Vice President

Jan 2015 – Nov 2019 · 4 yrs 10 mos · Bengaluru Area, India

Equity Structured Products - with embedded features – Autocallables, Barriers, Worst Of, One-delta
Automated the Economic Architecture - HC optimization across regions and asset-classes.
Developed cost models for the department
Legal documents - Term Sheets, Final Terms, Base Prospectus, Private Placement Memorandum.
Team management - Deliver feedback, performance appraisals, training

The d. e. shaw group

2 roles

Senior Analyst

Apr 2010 – Jan 2015 · 4 yrs 9 mos · Hyderabad Area, India

Built automated models for pricing of investment instruments - Volatility derivatives, Options, Currency forwards, Convertible bonds. Monitor them through stress tests and scenario analysis.
Recommended and implemented vendor shifts for model inputs. Cost Save: $120k/year
Process control - Built in checks to prevent erroneous prices - Real time platform for such occurrences called the Outlier Dashboard.
Modeled Fx Options using Fx Black Scholes with skew adjusted volatility.
OTC settlements - Automated settlement pricing for Var/Vol swaps, Correlation swaps, Options.
Modeled credit cliquet options using Monte Carlo Simulation and risk premium.
Short term liquidity management - Margin optimization for Fx options by providing volatility, delta and theta shocks to the portfolio.

Summer Intern

Apr 2009 – May 2009 · 1 mo · Hyderabad Area, India

Project: ‘Pair Trading using Statistical Arbitrage’
Developed a database called the “South Korea Market Tracker”, including companies shortlisted by DE Shaw for their CAS (convertible arbitrage strategy)

Moody's analytics knowledge services

Senior Analyst

Mar 2007 – May 2008 · 1 yr 2 mos

Tracking and analysis of M&A deals across EMEA and US
Fund Raising by Companies in the form of Bonds, Loans, IPO’s, FO’s and Private Equity Fund by PE’s