Private Equity & Financial Data Analyst with over 2 years of experience in data governance, alternative investments, ESG integration, and investment research. Demonstrated expertise in Excel, SQL, Power BI , Snowflake & RCCA to automate workflows, resolve data discrepancies, and ensure regulatory compliance (SEC, SEBI, UK LLP, UNPRI). Certified CAIA and Bloomberg ESG professional, seeking to leverage skills in investment research, financial analysis, and data analytics to deliver actionable insights.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Probationary Officer
Federal Bank
03.2025 - 07.2025
Led and oversaw daily operations of clerks and associates, ensuring accuracy, compliance, and timely execution of data handling, reporting, and documentation processes.
Audited 200+ monthly transactions in Finacle; ensured 100% RBI-aligned accuracy and audit readiness.
Flagged 20+ AML anomalies through pattern analysis, helping strengthen risk checks and due diligence.
Built CX-driven BI dashboards-enabled 15% drop in risk exposure and better lead targeting.
Managed end-to-end liquidity and risk profiling for gold loans and vault assets, ensuring regulatory compliance.
Partnered with credit teams to forecast cash flows, assess business loan viability, and support sanctioning decisions.
Translated open-ended lending needs into structured financial insights for internal stakeholders.
Completed reports on behalf of court and associated legal entities.
Associate - Data Control (Fund Managers) - Private Capital
Preqin - A part of Blackrock
06.2023 - 03.2025
Built and maintained Power BI dashboards and Excel reports to monitor fund managers, ESG and fund data completeness, timeliness, and quality.
Delivered stakeholder-ready datasets for 1000+ fund managers and PE/VC firms, working closely with global data teams.
Improved workflows and data accuracy by 47% by collaborating with Web mon and Content teams and resolving flagged data inaccuracies via Jira and SharePoint.
Conducted investment research using regulatory filings (SEC IAPD, UNPRI, UK LLP), fund prospectuses, and web sources to maintain 100% accurate fund data in Snowflake/SQL databases.
Performed RCCA analysis to investigate recurring data discrepancies, implementing process-level corrections and improving data integrity.
Automated data validation workflows using Power BI dashboards and excel, reducing reporting latency by 30% and communicating KPI analysis with stakeholders.
Evaluation, analysis and collection of fundamental data from Cashflow, Balance sheet and Income statements of global investment companies, for the investors as per the company norms.
Tax Intern - Global Delivery Services
EY (Ernst and Young)
12.2021 - 06.2022
Prepared IFRS-compliant financial statements for 15+ Norwegian entities, performing detailed analysis of deferred tax assets/liabilities (Utsatt Skatt) and tax payable (Betalbare Skatt).
Executed secondary research on Norwegian tax regulations to accurately file corporate returns, reducing client query resolution time by 20% through precise data reconciliation and discrepancy resolution.
Collaborated with global onshore teams to analyze financial discrepancies, and improve reporting accuracy.
Documented tax workflows and helped onboard 2 new interns, ensuring knowledge transfer and process continuity.
Education
M.Com - International Finance
Christ University
Bangalore, Karnataka
05.2023
B.Com Honours - Accounting & Taxation
The IIS University
Jaipur, Rajasthan
05.2020
Skills
Power BI
SQL
Bloomberg
MS office
SharePoint
Finacle
Jira
Private equity
Hedge Funds
Alternative Finances
Company Deals
AML
Regulatory filings
ESG framework
Data lineage
Pitchbooks
Sector Reports
Market Research
Financial Benchmarking
IPO Performance
RCA
Jira ticketing
Dashboard development
SLA Framework
Workflow automation
Cross-functional collaboration
Problem-solving
Stakeholder management
Adaptability
Certification
Bloomberg ESG Certification
Bloomberg Market Concepts
Accounting Fundamentals
CAIA Certification - The Chartered Alternative Investment Analyst Association Certification
Languages
English
Hindi
Hobbies and Interests
Learning coding languages
Reading
Solving puzzles
Timeline
Probationary Officer
Federal Bank
03.2025 - 07.2025
Associate - Data Control (Fund Managers) - Private Capital
Senior Infrastructure Engineer – SAN Storage at Customized IT Solutions Pvt. LtdSenior Infrastructure Engineer – SAN Storage at Customized IT Solutions Pvt. Ltd