Headline

Senior Analyst | Private Equity & Alternative Investments | Portfolio Data Operations | Fund Reporting & Reconciliations | GP Relationship Management | Chronograph | Power BI | VBA | AI Automation

About

Finance professional with 4+ years of experience in private markets, alternative investments, and portfolio data operations — working across complex fund structures and large-scale datasets. I currently manage 450+ GP relationships and 25,000+ portfolio companies, leading end-to-end workflows across fund reporting, cash flow validation, and performance tracking on platforms such as Chronograph, Dasseti, Salesforce, and Canoe. I operate at the intersection of finance, data, and technology — owning data quality, identifying control gaps, and driving process improvements across reporting ecosystems. Key impact: → Reduced manual effort by 80% through automation using AI/LLMs, VBA, and Power Automate → Strengthened data governance and validation frameworks to improve reporting accuracy and audit readiness → Built Power BI dashboards delivering real-time portfolio insights for decision-makers → Optimized data flows across systems, improving operational efficiency and reducing risk At Decimal Point Analytics, I focus on building scalable, tech-enabled investment operations — ensuring high-quality data flows that support investor reporting and strategic decision-making.

Location

Nasik

Work experience

Senior Research Analyst at Decimal Point Analytics, May 2024 - Present · 2 yrs 1 mo, Nasik, Maharashtra, India, - More than 4 years of experience in leading portfolio monitoring & reporting processes for leading Private Equity & Fund of Funds across the globe - Thorough understanding of end-to-end portfolio/fund level data migration from proprietary tools or excel based models to latest technology tools including Chronograph etc. with full accuracy & consistency - Assist Private Asset clients throughout their data operations journey starting from data collection, transition, validation and report generation - Thorough understanding of all aspects of private equity data operations starting from fund financial statements, investor accounts, fund/portfolio cash flows etc. and making best use of data to generate meaningful analytics - Collaborate with multiple client's teams such as deal, monitoring & finance teams to collate portfolio performance data and fund-related information

Research Analyst at Decimal Point Analytics, Jan 2022 - Jun 2024 · 2 yrs 6 mos, Nashik, Maharashtra, India

Intern at VNVY & CO., Nov 2021 - Dec 2021 · 2 mos, Nashik, Maharashtra, India

Accountant at tax consultant firm, Jun 2019 - Dec 2020 · 1 yr 7 mos

Education

Master of Business Administration - MBA, Finance, M.E.T.Societys Institute of Management Bhujbal Knowledge City, Adgaon, Nashik

BCom - Bachelor of Commerce, works and cost accounting, KRT Arts, BH Commerce and AM Science (KTHM) College, Nashik