Ankur Periwal, CFA

Trader at Wealthsimple

Canada

About

IIROC licensed multi asset trader with broad range of experience in various capacity within capital markets. Experience working in startups, pension funds and unicorn alike with exceptional ability to coordinate and communicate with multiple stakeholders. Skilled in Financial Modeling, Microsoft Office, SQL and Tableau. Strong business development professional with a Master's degree focused in Finance and Financial Management Services from Jain University, Bangalore

Experience

  • Wealthsimple (Permanent Full-time · 4 yrs 9 mos)
    • Trader
      Oct 2023 - Present · 2 yrs 9 mos

      o Execute daily tasks at the trade desk, including queue release, pre-market, and post-market activities, ensuring seamless trading operations across multiple asset classes. o Manage asset orders with minimal market impact, optimizing execution strategies for equities, options, and cryptocurrencies. o Monitor and ensure the operational health of trading systems, including broker and liquidity provider uptime. o Utilize advanced tooling to improve pricing, manage order busting, and cancel incorrectly filled orders, optimizing trading outcomes.

    • Associate Trader
      Oct 2021 - Sep 2023 · 2 yrs

  • Data Analyst at BCI
    Dec 2019 - Oct 2021 · 1 yr 11 mos

  • SmartStream Technologies (3 yrs 6 mos)
    • Senior Analyst
      Jan 2019 - Jul 2019 · 7 mos

    • Analyst
      Jan 2017 - Dec 2018 · 2 yrs

    • Junior Analyst
      Feb 2016 - Dec 2016 · 11 mos

  • Internship Trainee - Undergradute at BMA Wealth Creators Ltd
    Jun 2015 - Aug 2015 · 3 mos

    Summary: Learning about stock exchanges across the globe and role of broker in stock market. Understanding sales pitch and selling Demat a/c to new clients and new products such as Mutual funds and Insurances to existing clients. Highlights : -Opened 21 new Demat accounts within 2 months -Made 1000+ cold calls and research calls to clients.