Summary
Overview
Work History
Education
Skills
Websites
Tools
Personal Information
Languages
Timeline
Generic

Shivangi Dattani

Mumbai

Summary

Results-driven research and data leader with over 17 years of experience delivering business impact through strategic insights, process automation, and high-performing team leadership. Proven ability to scale research functions, implement analytical solutions, and drive continuous improvement. Expert in capital structure analysis, dashboarding, and cross-functional collaboration to optimize decision-making and operational excellence.

Overview

17
17
years of professional experience

Work History

Head of Capital Structure Data

ION Analytics
05.2021 - Current
  • Led the automation of legacy research workflows, significantly improving turnaround times and data accuracy.
  • Developed Power BI dashboards for leadership visibility into key metrics, and integrated insights into strategic planning.
  • Drove collaboration across product, engineering, and business teams to align data output with evolving needs.
  • Championed financial training and cross-skilling programs, enhancing team agility and resource efficiency.
  • Managed a team of 20 analysts, increasing delivery quality, and ensuring operational scalability.

Manager (EMEA Credit Research)

Debtwire
08.2010 - 04.2021
  • Scaled a research team from 2 to 20+ analysts, and expanded geographic and thematic coverage of credit reports.
  • Initiated trend-based thematic reports that garnered strong client engagement, and elevated brand value.
  • Worked closely with onshore stakeholders, including strategic visits to London, to align offshore capabilities with business goals.

Senior Executive (Private Wealth Management)

Ambit Capital
04.2008 - 07.2010
  • Helped establish investment advisory operations and designed custom portfolios for HNI and corporate clients.
  • Managed vendor relationships to improve product offerings and revenue structures.

Education

Masters - Finance

ICFAI
01.2011

Bachelors of Commerce -

Mumbai University
01.2008

Chartered Financial Analyst -

ICFAI
01.2007

Skills

  • Research and data strategy
  • Team building and leadership
  • Capital structure and credit analysis
  • Business intelligence (Power BI, Excel)
  • Process automation and optimization
  • Power Apps and workflow tools
  • Stakeholder engagement
  • KPI tracking and performance metrics
  • Cross-functional collaboration
  • Training and capability development

Tools

  • PowerBI
  • Power Apps
  • Excel (Advanced)

Personal Information

Date of Birth: 07/26/87

Languages

English, Hindi, Gujarati

Timeline

Head of Capital Structure Data

ION Analytics
05.2021 - Current

Manager (EMEA Credit Research)

Debtwire
08.2010 - 04.2021

Senior Executive (Private Wealth Management)

Ambit Capital
04.2008 - 07.2010

Masters - Finance

ICFAI

Bachelors of Commerce -

Mumbai University

Chartered Financial Analyst -

ICFAI

Similar Profiles

CREATE PROFILE
Shivangi Dattani