Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Certification
Tools And Technology
Achievements And Impact
Miscellaneous
Personal Information
Languages
Soft Skills And Training
Generic

Nagendra Prasad KV

Pune

Summary

Data Operations & Transformation Leader | GCC | AI/ML-Driven Strategy | Scaling Global Investment Data Platforms. I am a seasoned data operations leader with a proven track record of leveraging AI and ML concepts to drive strategic data operational initiatives. Expert in data analytics and project management, achieving significant cost savings while fostering team collaboration. Passionate about enhancing operational efficiency and delivering impactful insights to stakeholders.

Overview

21
21
years of professional experience
1
1
Certificate

Work History

Director of Data (Market Data, Alternative Investments Data, Custodial) Operations

Addepar
Pune
12.2025 - Current
  • Led global Alternatives Data and Market Data operations division, building teams in the US, UK, and India for scalability.
  • Spearheaded hybrid AI and human-centric approaches to improve operational efficiency.
  • Led strategic initiatives to enhance investment management processes at Addepar.
  • Directed financial data, market fundamentals, and portfolio data management functions.
  • Developed agentic AI, machine learning, and RPA strategies in partnership with EY.
  • Executed data strategy program management, delivering comprehensive executive reporting.
  • Formulated vendor and feed management strategies to ensure scalability and sustainability.
  • Oversaw data management from major vendors, including ICE Data, Bloomberg, and S&P.

Strategic Business and Operations Leader (Associate Director)

PitchBook, Morningstar
01.2024 - 12.2025
  • Led enterprise-wide data operations automation programs, improved SLAs to clients, and achieved $1.3 million in cost savings.
  • Oversaw Data and product strategy initiatives aligning with global product and client requirements, ensuring effective execution.
  • Executed data strategy program management, providing executive reporting to stakeholders.
  • Scaled global teams of 500 to enhance workforce strategy and streamline operational delivery.
  • Managed a team of 500 analysts across India and China to deliver data for 60,000 public companies across 100 stock exchanges.
  • Developed Power BI dashboards for tracking performance against company goals and KPIs.
  • Delivered DCF models with drilldown features for wealth equity research teams and investors.
  • Engaged stakeholders through monthly and quarterly reviews, fostering accountability in project delivery.

Vice President

Future Generali Life Insurance Corp. Ltd
10.2023 - 12.2023
  • Led business transformation and IFRS 17 transition strategy, ensuring compliance across finance and actuarial departments.
  • Developed data governance roadmap to align financial reporting and actuarial processes with IFRS 9 and 17, enhancing compliance and operational efficiency.
  • Managed vendor selection and RFP processes for SAP and data governance solutions, ensuring optimal partnerships and resource allocation.
  • Established policy adoption strategies and training frameworks, implementing compliance tracking initiatives to support regulatory adherence.
  • Implemented project management framework, overseeing BI dashboarding, leadership reporting, and reviews.
  • Collaborated with vendors on RFIs, RFPs, vendor selection, and contract confirmation for SAP and IFRS.
  • Liaised with staffing consultants to source technical talent for projects and technologies.
  • Supported final-year budget of a 2,000-person life insurance division during branch transformation.

Associate Director of Dataset establishment and Operations

Morningstar
01.2021 - 12.2023
  • Led data operations and strategy teams in developing new datasets and managing data marts to enhance data accessibility.
  • Cultivated partnerships with clients to provide data support and drive strategic initiatives aligned with business goals.
  • Launched three product capabilities for improved data auditability and five equity data products, achieving one-third reduction in project costs.
  • Completed financial analysis and insights delivery to replace vendor data, saving approximately USD 1 million in annual contract value.
  • Delivered productivity and quality efficiencies, achieving operational excellence across teams.
  • Implemented risk management practices to identify, mitigate, and oversee operational risks.
  • Developed contingency plans while actively managing risk registers for projects.
  • Built five collection applications and scaled teams to 120 full-time equivalents from inception.

Senior Manager in Data

Morningstar
01.2017 - 12.2021
  • Functioned as the single point of contact and subject matter expert, driving effective management of data operations.
  • Led capital structure data collection for 30,000 public companies across global stock exchanges.
  • Delivered product data for shares outstanding and diluted securities for WACC calculations and enterprise value.
  • Built scalable collection tools using greenfield and brownfield approaches in collaboration with the tech team.
  • Developed a comprehensive project plan to establish operational setup and hire 150 staff for 24x5 delivery.
  • Identified training needs and managed performance, supporting team members to achieve their potential.
  • Established reward and recognition systems and launched learning program, Seed, to foster talent development.

Leadership roles in Data BCP operations site

S&P Global
Gurugram
01.2014 - 12.2017
  • Managed data processes for acquisitions, ensuring seamless integration at SNL and CIQ companies.
  • Established 10% capacity delivery and directed data collection teams for public company financials and industry metrics.
  • Collaborated with teams to maintain business continuity across Gurugram and Hyderabad operations.
  • Innovated process management methods through automation, reducing headcount by 20.
  • Troubleshot conversion of business details into technical specifications, enabling effective tool development.

Research and Leadership roles in Operations

S&P Capital IQ
Hyderabad
01.2006 - 12.2014
  • Conducted product research and development to support successful product pipeline objectives.
  • Analyzed public company reports to provide actionable insights for productivity and quality enhancements.
  • Facilitated training for 15 batches on dataset onboarding, focusing on methodology tools and MS Office applications.

Accounts Officer (GL/Costing)

Charoen Pokphand Pvt. Ltd
01.2005 - 12.2006
  • Analyzed key performance indicators to assess financial performance, including P&L and balance sheet metrics.
  • Evaluated EBITDA and cash flow statements for financial health assessment.
  • Conducted in-depth review of accounting transactions and general ledger entries.
  • Performed bank reconciliations to ensure accuracy of financial records.
  • Established comprehensive audit trails to enhance tracking of financial activities.
  • Monitored financial compliance and reporting standards to mitigate risks.
  • Streamlined financial reporting processes to improve clarity and accuracy of financial information.
  • Collaborated with Charoen Pokphand, a multinational manufacturer of aqua feed in Thailand.

Education

DipIFRS - International Finance

ACCA
United Kingdom
09-2017

Master of Commerce - Accounting And Finance (University Topper)

Andhra University
Visakhapatnam
05-2005

B. Com - Gold Medalist and best outgoing student awarded for 3 years consecutively

KGRL Collage, Andhra University
Bhimavaram
05-2003

Skills

  • Data Operations Strategy
  • Global leadership and management
  • SLA and KPIs management (OKR and SMART goals)
  • Data management
  • Budgeting, Scaling of processes
  • AI/ML, RPA concepts
  • Project management
  • Staffing, Team development
  • Agile methodologies

Affiliations

  • Member of ACCA, UK for Data Analytics, IFRS, Sustainability and Machine Learning.
  • Practitioner of Project Management framework, PRINCE 2 association.
  • LEAN, Scrum affiliations from Scrum alliance.
  • Morningstar Investor Conference (MIC) member for Investment Banks annual summit.

Timeline

Director of Data (Market Data, Alternative Investments Data, Custodial) Operations

Addepar
12.2025 - Current

Strategic Business and Operations Leader (Associate Director)

PitchBook, Morningstar
01.2024 - 12.2025

Vice President

Future Generali Life Insurance Corp. Ltd
10.2023 - 12.2023

Associate Director of Dataset establishment and Operations

Morningstar
01.2021 - 12.2023

Senior Manager in Data

Morningstar
01.2017 - 12.2021

Leadership roles in Data BCP operations site

S&P Global
01.2014 - 12.2017

Research and Leadership roles in Operations

S&P Capital IQ
01.2006 - 12.2014

Accounts Officer (GL/Costing)

Charoen Pokphand Pvt. Ltd
01.2005 - 12.2006

DipIFRS - International Finance

ACCA

Master of Commerce - Accounting And Finance (University Topper)

Andhra University

B. Com - Gold Medalist and best outgoing student awarded for 3 years consecutively

KGRL Collage, Andhra University

Certification

  • AI/BI Data Analysis and AI Genie in Databricks, 2025-26
  • Agile & Scrum Fundamentals, 2024
  • Project Management from Google, 2024
  • Certification in Data Science & ML, including Python., 2020
  • Certification in SQL business user., 2010
  • Sustainability in Finance from ACCA UK., 2023
  • Data Analytics certification from ACCA UK, 2023
  • PRINCE 2 Project Management practitioner, 2021
  • Diploma in IFRS from ACCA, UK., 2015
  • LEAN principles practitioner (Green and Black belt)

Tools And Technology

  • MS Office
  • MS Excel
  • MS PowerPoint
  • MS Word
  • CRM Tools
  • AI-assisted Research Tools

Achievements And Impact

  • Built and scaled Global Innovation Hub (GIH) & GCC in Mumbai, delivering board-level data strategy and enabling executive decision-making.
  • Advisor to COO & Chief of Staff, driving enterprise-wide data strategy and cross-functional transformation across finance, operations, and technology.
  • Led global data operations covering 60,000+ companies, powering investment-grade data products and analytics.
  • Delivered AI/ML-led transformation, improving SLAs and optimizing 25% workforce (120 FTEs) with significant cost savings.
  • Elevated data quality and governance, implementing ML/GPT-driven frameworks to improve accuracy, completeness, and control.
  • Executed global transition of 21 datasets (China → India) and established BCP centers, strengthening operational resilience.
  • Recognized for impact and leadershipBest Employee – S&P Global
    Impact Award (Stock) – Morningstar

Miscellaneous

Learning and networking to improve domain and soft skills on learning platforms like LinkedIn, 

Personal Information

  • Date of Birth: June 1980
  • Nationality: Indian

Languages

English, Hindi, Telugu, Tamil

Soft Skills And Training

  • Extreme Ownership
  • LEADER in YOU by Jombay
  • 7 habits of highly effective people
  • Communication across cultures
  • Inclusivity, DEI, Unconscious Bias
Nagendra Prasad KV