Tanmay Patankar
Mumbai
Summary
Data Research Analyst with a proven track record at Morningstar, excelling in financial data operations and client relationship management. Expert in SQL programming and metadata management, I deliver actionable insights and enhance reporting accuracy, driving impactful decision-making in fast-paced environments. Passionate about leveraging data to empower clients and optimize performance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Data Research Analyst
Morningstar
Mumbai
12.2022 - Current
- Spearhead the acquisition, validation, and management of complex financial and operational datasets, ensuring consistency and alignment with global data governance standards.
- Collaborate with engineering, compliance, and data science teams to build scalable workflows that improve reporting accuracy and time-to-delivery.
- Deliver client-ready data solutions by anticipating user requirements, interpreting key metrics, and proactively resolving inconsistencies across systems.
- Maintain comprehensive documentation and metadata lineage to enhance auditability, compliance transparency, and data lifecycle integrity.
- Build and nurture trusted client relationships by translating analytical findings into actionable insights and personalized service.
- Gained deep exposure to investment products, financial markets, and symbology systems (e.g., ISINs, tickers) used in performance and index analytics.
Sub-Broker
Upstox
Mumbai
06.2019 - 11.2022
- Acted as a trusted advisor to clients, streamlining the onboarding process and delivering ongoing portfolio support through data-led market analysis.
- Monitored client portfolios using real-time market data, offering tailored recommendations aligned with trading behavior and risk profiles.
- Provided critical support in trade execution and issue resolution while facilitating a seamless digital client experience in a competitive environment.
- Developed a foundational understanding of equity and derivative markets, investor behavior, and digital trading platforms.
Education
Master of Commerce (M.Com) -
K.J. Somaiya College of Science & Commerce
10-2020
Bachelor of Commerce (B.Com) -
B.K. Birla College of Arts, Science & Commerce
07-2018
Skills
- Financial Data Operations
- Symbology & Identifier Mapping
- Data Governance & Quality Control
- Metadata Management
- Documentation & Compliance
- SQL Programming
- Microsoft Excel
- Microsoft PowerPoint
- Jira
- Asana
- Index Methodology
- Equity & Fixed Income Analytics
- Performance Attribution
- Stakeholder Collaboration
- Cross-Functional Teamwork
- Analytical Thinking
- Client Relationship Management
Certification
Certificate Program in Financial Markets Analysis & Reporting, BSE Institute Ltd, 2023, A comprehensive program focused on investment analytics, data modeling, compliance reporting, and the evolving landscape of financial instruments.
Hobbies and Interests
- Emerging financial technologies
- Digital asset ecosystems
- AI-integrated data workflows
- Music composition
- World cinema
- Reading contemporary non-fiction literature
Languages
- English
- Hindi
- Marathi
Timeline
Data Research Analyst
Morningstar
12.2022 - Current
Sub-Broker
Upstox
06.2019 - 11.2022
Master of Commerce (M.Com) -
K.J. Somaiya College of Science & Commerce
Bachelor of Commerce (B.Com) -
B.K. Birla College of Arts, Science & Commerce