Open to opportunities

Dinesh Patnaik

@dineshpatnaik

Message

Senior financial analyst specializing in American mutual fund filings and data-driven research.

India

Message

What I'm looking for

I seek a role leveraging my SEC/mutual-fund filings research and data-analysis skills in a collaborative, quality-focused team with opportunities to lead process improvements and deliver investor-grade reporting.

I am a senior financial analyst with extensive experience in American mutual fund filings, SEC research, and financial data extraction and validation. Over a decade at a leading financial services provider has honed my expertise in secondary research, KPI comparison models, and quality assurance.

I lead operations and research teams, handling work allocation, training, process improvement, and client communication while ensuring accuracy of investor-facing financial information. I have hands-on experience with Bloomberg, PitchBook, Morningstar Direct, Capital IQ and similar financial databases.

I combine technical proficiency in Python (Pandas, NumPy, Matplotlib, Seaborn), Excel modelling, MySQL, Power BI and Tableau with domain knowledge in mutual funds, ETFs, portfolio management and corporate finance to deliver actionable insights and improve data quality.

Experience

Work history, roles, and key accomplishments

Senior Financial Analyst

Broadridge Financial Solutions

Dec 2007 - Present (17 years 10 months)

Led mutual fund filings research and securities processing operations, extracting and validating SEC filing data for ~600 US mutual fund companies and improving data accuracy through quality controls and validation reports.

SEC Filings Research Financial Analysis Excel Data Validation Morningstar Direct Team Management

Education

Degrees, certifications, and relevant coursework

IBM SkillsBuild / New York Institute of Finance (LinkedIn Learning Edge modules)

Professional Development / Online Modules, Data Science / Finance Continuing Education

2025 - 2025

Completed modules including Project Management Fundamentals, Big Data, Hadoop, Spark, AI, NLP, Computer Vision, Machine Learning, and IBM Watson Studio.

BADATYA Institute

Certificate / Course, Data Science / Business Analysis

2021 - 2024

Completed a Business Analyst (Data Science) course.

Biju Patnaik University of Technology

Master of Business Administration, Finance

2001 - 2004

Grade: First class

Completed Master of Business Administration in Finance with first class.

Berhampur University

Bachelor of Science, Chemistry

1997 - 2000

Grade: First class (honors distinction)

Activities and societies: Summer training project: Budget and Budgetary control at Hindustan Aeronautics Limited, Sunabeda; Dissertation on Inventory management at National Aluminium Company.

Completed B.Sc. (Chemistry Honors) with first class honors distinction.