Pankaj Patel

Pankaj Patel Email and Phone Number

Quantitative Research and Data Science @ Astoria Portfolio Advisors LLC
Pankaj Patel's Location
Princeton Junction, New Jersey, United States, United States
Pankaj Patel's Contact Details
About Pankaj Patel

20+years experience with buy/sell side firms focusing on quantitative equity research, fundamental factor research and design of global equity market neutral systematic strategiesData Scientist and Data Janitor (data cleaning) - I am doing data science work before it became popular. Machine Learning (ml), Artificial Intelligence (AI), Natural Language Processing (NLP), Sentiment Analysis, Text Mining, Deep Learning, Compliance Analytics, developed highly scalable systems. Applying artificial intelligence and machine learning techniques to create new financial signals from unstructured data. Including sentiment around environmental, social, and governance (ESG). Expanding product portfolio into quant market by focusing on data quality and algorithm specifications.Sustainable and Growing dividend portfolio for large, mid and small cap equities. Strong academic background (Mechanical Engineering, Accounting, Finance and Information Technology and CFA)

Pankaj Patel's Current Company Details
Astoria Portfolio Advisors LLC

Astoria Portfolio Advisors Llc

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Quantitative Research and Data Science
Pankaj Patel Work Experience Details
  • Vedanta Analytics Llc
    Managing Director And Partner
    Vedanta Analytics Llc Oct 2023 - Present
    https://vedantaanalytics.com/
  • Astoria Portfolio Advisors Llc
    Quantitative Research And Data Science
    Astoria Portfolio Advisors Llc Mar 2024 - Present
    New York, New York, Us
  • Cirrus Research, Llc
    Managing Director, Head Quantitative Research
    Cirrus Research, Llc Jan 2017 - Oct 2023
    http://cirrus-res.com
  • Evercore Isi
    Senior Managing Director & Partner, Head Quantitative Research & Small Company Research
    Evercore Isi May 2013 - Oct 2016
    New York, Ny, Us
  • International Strategy And Investment Group
    Senior Managing Director & Partner, Head Quantitative Research & Small Company Research
    International Strategy And Investment Group May 2013 - Oct 2014
    Us
    Senior Managing Director & Partner, Head Quantitative Research & Small Company Research
  • Credit Suisse
    Managing Director, Global Head, Quantitative Research
    Credit Suisse Mar 2000 - Mar 2013
    Zurich, Ch
    Developed 130/30 Index. Proshares launched an ETF (ticker : CSM) Large Cap Core Plus. AUM $850 mm Strategies were designed from high frequency to very long term holding periods Strong track record in short-term equity trading strategies focusing on non-traditional and exotic betasFocus on scalable strategies in highly liquid securities across global equity markets (MSCI All Country World + coverage)Maintained strong emphasis in risk control and portfolio constructionSignificant experience in managing, building and developing teams (managed 20+ people). Trained and managed several talented asset management and technical professionals including PhD’s.Extensive marketing experience and ability to articulate complex ideas in simple terms (ranked by Institutional Investor Survey and Greenwich Survey)Published articles in journals including JPMApplied for patents for financials processes, Created first 130/30 index along with Prof. Andrew Lo at MIT Fundamental analysis, top down, macro-analysis, optimization, attribution, risk analysis, asset allocation. Managing 130/30, long short and long only portfolios, sector and country allocation models. Large Cap and all cap core plus models for SMA. Specialties: Small/Mid/Large cap, sustainable and growing dividend, Covered call strategy, Options analytics, SAS, Matlab, R, Factset, I/B/E/S, First Call, Worldscope, ClariFi, Marketqa, Bloomberg, Northfield, Barra, Axioma, Compustat, Alpha builder.
  • Donaldson, Lufkin & Jenrette
    Vice President - Quantitative Equity Research
    Donaldson, Lufkin & Jenrette Mar 2000 - Aug 2001
    Us
  • Weiss, Peck And Greer Llc
    Vice President
    Weiss, Peck And Greer Llc Feb 1998 - Feb 2000
    Senior member of portfolio team managing $1.5 Bn in US equities in large and mid cap space
  • General Electric Capital Corp
    Several Positions Over Seven Year Period
    General Electric Capital Corp Oct 1990 - Feb 1998
    Boston, Ma, Us
    Started in GE Corporate Audit Staff (CAS) then moved to Power Systems, ED&C and GE Capital (Auto Financial Services). The Corporate Audit Staff is the premier organization within GE for personal and professional growth. Auditors receive the most contemporary training in the company and the audit experience provides individuals with multi-business exposure and broad financial and operational capabilities.Corporate Audit Staff (CAS) is responsible for ensuring financial statement integrity, controllership, compliance, and best practices throughout the company.CAS is an internal management consulting group of over 250 specialized professionals. Mission of the group was to solve highly complex and unstructured problems for the C-suite using data analytics, business analyses, and mathematical modeling.Corporate Audit Staff (CAS) program, a rigorous multiyear rotation through various divisions grooms future leaders. The program, a proving ground for young GE executives, dates back to the early 20th century. Employees worked long hours and traveled the world analyzing various business units, looking for waste or reviewing internal controls.M&A – Member of acquisitions and due diligence team. Internal Audit at GE Power System, Air Craft Engines and GE CapitalProcess Audit at Air Craft EnginesSix Sigma Black BeltDeveloped risk management for $12 Bn Auto Loan Portfolio. Senior member of new business development at Auto Financial Services. Developed scoring system for Auto loan and lease applications. Collaborated with GE R&D Engineer and Researchers in model developmentshttps://www.businessinsider.com/ge-green-beret-executive-development-program
  • Stetson Harza Engineering
    Engineer Design
    Stetson Harza Engineering Mar 1988 - Sep 1989
    Project design for pharmaceutical factory. HVAC and structural engineering for pharmaceutical equipments. Expert at using AutoCad and Intergraph - CAD software. Increased productivity of designers in using CAD software by training and proper use.
  • Abs Pumps/Sulzer
    Mechanical Engineer
    Abs Pumps/Sulzer Mar 1987 - Mar 1988
    http://www.sulzer.com/Designer, helped marketing/sales in helping customers pick appropriate pumps for their applications. Designed an in house test pit to certify pumps specifications for customers.
  • New England Machinery
    Mechanical Engineer
    New England Machinery Feb 1986 - Feb 1987
    Bradenton, Fl, Us
    https://www.neminc.com/videos/unscrambler-videos/nehcp-compact-unscrambler/cp-36-compact-unscramblerhttps://www.neminc.com/about-ushttps://www.neminc.com/products
  • Cadmach Machinery Co Pvt Ltd
    Mechanical Engineer
    Cadmach Machinery Co Pvt Ltd Jan 1983 - Sep 1985
    Ahmedabad, Gujarat, In
    http://www.cadmach.comJoined as a trainee engineer, learned manufacturing, engineering, and costing through rotational assignment. Tabletting Technology for the Pharmaceutical Industry.Cadmach, a market leader, specializes in the manufacture of Pharmaceutical Tablet Compression Equipment, also popularly known as tablet presses.With an array of models for the pharmaceutical production, Cadmach caters to all the needs of the pharmaceutical, nutraceutical as well as vitamin manufacturing.Cadmach, along with its range of products & offerings from partner companies, is a total solution provider for the manufacture of high quality solid dosage medicines. At Cadmach, we always do more for enhancing your operational quality & effectiveness.

Pankaj Patel Skills

Bloomberg R Sas Matlab Testing Equities Quantitative Finance Derivatives Hedge Funds Portfolio Management Fixed Income Quantitative Analytics Financial Modeling Asset Managment Capital Markets Equity Research Portfolio Optimization Investment Banking Vba Valuation Risk Management Asset Management Asset Allocation Options Quantitative Investing Equity Derivatives Corporate Finance Alternative Investments Investments

Pankaj Patel Education Details

  • Rensselaer Polytechnic Institute
    Rensselaer Polytechnic Institute
    Management Of Technology
  • The Institute Of Cost Accountants Of India
    The Institute Of Cost Accountants Of India
    Cost And Management Accounting
  • L.D. College Of Engineering
    L.D. College Of Engineering
    Mechanical Engineering
  • Asia English School
    Asia English School
    Chemistry And Math

Frequently Asked Questions about Pankaj Patel

What company does Pankaj Patel work for?

Pankaj Patel works for Astoria Portfolio Advisors Llc

What is Pankaj Patel's role at the current company?

Pankaj Patel's current role is Quantitative Research and Data Science.

What is Pankaj Patel's email address?

Pankaj Patel's email address is pa****@****ail.com

What is Pankaj Patel's direct phone number?

Pankaj Patel's direct phone number is +191428*****

What schools did Pankaj Patel attend?

Pankaj Patel attended Rensselaer Polytechnic Institute, The Institute Of Cost Accountants Of India, L.d. College Of Engineering, Asia English School.

What skills is Pankaj Patel known for?

Pankaj Patel has skills like Bloomberg, R, Sas, Matlab, Testing, Equities, Quantitative Finance, Derivatives, Hedge Funds, Portfolio Management, Fixed Income, Quantitative Analytics.

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