Open to opportunities

Deepak Mahapatra

@deepakmahapatra

Message

Investment banking professional specializing in corporate actions, portfolio data, and client servicing.

India

Message

What I'm looking for

I am looking for senior roles in corporate actions, portfolio or market-data teams where I can lead data reconciliation, client onboarding, and cross-border event processing.

I am an investment banking professional with extensive experience in corporate actions, portfolio management consulting, and market data across S&P, IHS Markit, and Moody's/Acuity. I have hands-on expertise in end-to-end corporate action lifecycles (mandatory and voluntary), settlement cycles, SWIFT messaging (MT564/565/566), and data reconciliation using sources such as DTCC, Bloomberg, and IDC.

I have led client onboarding, vendor UAT, and stakeholder engagement to integrate reference and pricing data for custody banks and PMS services across EMEA, APAC, and global markets. My background also includes data transformation, pricing/dividend handling, SQL and advanced Excel usage, and prior roles in market data creation, teaching finance subjects, and portfolio servicing.

Experience

Work history, roles, and key accomplishments

Current

Senior Portfolio Management Consultant

Current

Wissen Technology

Jan 2025 - Present (11 months)

Oversee trade and corporate action reconciliation, resolve data management breaks with accuracy, and coordinate with custody banks and PMS services to ensure smooth settlement and SWIFT message processing.

Corporate Actions SWIFT MT564 565 566 Data Management

Senior Associate

Acuity Knowledge Partners

Jan 2022 - Dec 2024 (2 years 11 months)

Onboarded new clients and managed vendor data onboarding and UAT, built data flow requirements with tech teams, and oversaw corporate action events ensuring compliance with market deadlines.

Client Onboarding UAT Data On Boarding Corporate Actions SQL Advanced Excel Stakeholder Management Vendor Management

Data Transformation Analyst

IHS Markit

Jan 2021 - Dec 2022 (1 year 11 months)

Profiled buy-side and sell-side clients for research and distribution, identified potential investors and supported roadshows, and analyzed capital markets participants across asset classes for reference and corporate actions data.

Profiling Market Data Equity Corporate Actions

Market Data Associate

S&P Global

Sep 2012 - Oct 2016 (4 years 1 month)

Created entities and share classes for IPOs and M&A, tracked dividends, pricing and corporate actions, verified identifiers (ISIN, SEDOL) and supported client issues using S&P Capital IQ and market data platforms.

Market Data Corporate Actions ISIN SEDOL Verification Capital IQ Pricing IDC

Education

Degrees, certifications, and relevant coursework

MFC - Master of Finance and Control

Master of Finance and Control, Finance

2022 - 2024

Activities and societies: UAT for vendor data onboarding; engaged with stakeholders; SQL and advanced Excel usage; oversight of corporate action events.

Completed Master of Finance and Control (MFC) covering finance, corporate actions, and data management topics.

Utkal University - BCom

Bachelor of Commerce, Commerce

2007 - 2010

Activities and societies: Taught accounts and financial market topics as Assistant Professor; involved in exams, training & placement activities, and budget/market research.

Bachelor of Commerce program with focus on accounting and financial markets.