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Senior Analyst with 2+ years in Investment Intelligence & Financial Analysis
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Private Markets Analyst with experience supporting investment intelligence, transaction research, and company profiling at Morningstar (Pitchbook). Skilled in analyzing ownership structures, capital structures, funding activity, and financial data to support private equity and venture capital research. Proficient in Excel, SQL, Python, and financial research methodologies for delivering high-quality investment insights.
SK University
MBA · Finance
August 1, 2021 – June 30, 2023
SRNB Degree & PG College
B.Sc. · Mathematics & Statistics
August 1, 2019 – June 30, 2021
Morningstar
Senior Data Analyst - Pitchbook Data Team
January 1, 2024 – Present
Mumbai, Maharashtra, India
Private Capital Funding Trends Analysis
January 1, 2024 – June 1, 2026
Analyzed venture capital and private equity funding activity across technology, healthcare, and industrial sectors using transaction datasets. Evaluated investor participation trends, funding rounds, and ownership patterns to identify emerging market opportunities. Assessed investment activity across growth-stage and mature companies to understand capital deployment strategies. Presented findings through Excel-based dashboards and analytical reports.
Foundations: Data, Data, everywhere
Coursera
June 1, 2026 – Present
Private Equity Foundations
Pitchbook
June 1, 2026 – Present
Preparing Data for Analysis with Microsoft Excel
Coursera
June 1, 2026 – Present
Data Analytics Essentials
Credly
June 1, 2026 – Present
Power + SQL Certification
Frontlines EduTech (FLM)
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience is highly specialized in financial data analysis, particularly within private markets. While this indicates a strong fit for roles within this niche, the overall project diversity is limited to this specific domain. The breadth of skills, while deep in finance and data analysis, does not show a wide range of exposure to different industries or technical stacks beyond their core area. This specialization might limit adaptability to roles requiring broader technical or domain expertise outside of private capital markets.
Soft Skills & Operational Fit
The candidate demonstrates strong operational fit through their experience in workflow optimization, quality assurance, and serving as an SME for research operations and training. Their awards for production and quality excellence further highlight a commitment to high standards and impact. The project work also shows an ability to present findings clearly, which is a key soft skill for an analyst.