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Pankaj Patel
Quantitative Research and Data Science
Pankaj Patel is a seasoned professional with over 20 years of experience in buy/sell side firms, specializing in quantitative equity research, fundamental factor research, and global equity market neutral systematic strategies design.
He is a proficient Data Scientist and Data Janitor, well-versed in Machine Learning, Artificial Intelligence, Natural Language Processing, Sentiment Analysis, Text Mining, Deep Learning, and Compliance Analytics, with a focus on developing highly scalable systems.
Pankaj applies artificial intelligence and machine learning techniques to generate new financial signals from unstructured data, including sentiment analysis concerning environmental, social, and governance (ESG) factors.
By concentrating on data quality and algorithm specifications, he is broadening his product portfolio to the quant market. His expertise extends to building sustainable and growing dividend portfolios for large, mid, and small cap equities.
With a robust academic background encompassing Mechanical Engineering, Accounting, Finance, Information Technology, and CFA, Pankaj Patel is well-equipped to navigate the complexities of the financial industry.
His educational achievements include an MBA in Management of Technology from Rensselaer Polytechnic Institute, completion of Intermediate and two groups in final Cost, and Management Accounting from The Institute Of Cost Accountants Of India, a BS in Mechanical Engineering from L.D. College of Engineering, and high school education in Physics, Chemistry, and Math from Asia English School.
Throughout his career, Pankaj held key positions in prestigious organizations such as Quantitative Research and Data Science at Astoria Portfolio Advisors LLC, Managing Director and Partner at Vedanta Analytics LLC, Managing Director and Head Quantitative Research at Cirrus Research, LLC, Senior Managing Director & Partner at Evercore ISI, International Strategy and Investment Group, Credit Suisse, Donaldson, Lufkin & Jenrette, Weiss, Peck and Greer LLC, General Electric Capital Corp, Stetson Harza Engineering, ABS Pumps/Sulzer, New England Machinery, and Cadmach Machinery Co Pvt Ltd.
