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Jay Sorathiya

@jaysorathiya1

Finance-focused data analyst specializing in financial modeling, risk assessment, and BI.

India
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What I'm looking for

I am looking for a mid-level role leveraging finance and data skills—focused on financial modeling, risk analysis, and BI—within collaborative teams that value accuracy, learning, and impact.

I am a finance-focused data analyst with over three years of experience in financial analysis, credit risk assessment, and data management, combining an MBA in Finance with FRM Level 1 clearance to deliver accurate, timely insights.

At Morningstar (PitchBook Public Equity) I work on the Debt Capital Structure team collecting, validating, and analyzing complex financial datasets, completed MBS training, contributed to private equity workflows, and earned multiple Spot Awards and Star of the Quarter (Q1 2025) for high-quality delivery and innovation.

I bring strong technical skills in Python, SQL, Excel and Power BI, a solid grounding in financial modeling and report interpretation, and a collaborative, detail-oriented approach that aims to improve data-driven decision making and operational efficiency.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Gujarat Technological University logoGU

Gujarat Technological University

Master of Business Administration, Finance

2018 - 2020

Grade: 7.63

Completed a Master of Business Administration in Finance with a focus on financial modelling and risk management, graduating with a CGPA of 7.63.

Veer Narmad South Gujarat University logoVU

Veer Narmad South Gujarat University

Bachelor of Business Administration, Finance

2015 - 2018

Grade: 6.81

Completed a Bachelor of Business Administration in Finance, graduating with a CGPA of 6.81 and foundational training in financial analysis.

Global Association of Risk Professionals (GARP) logoGG

Global Association of Risk Professionals (GARP)

Financial Risk Manager (Level I), Risk Management

Cleared Financial Risk Manager (FRM) Level I examination, demonstrating knowledge in risk management and financial analysis.

Tech stack

Software and tools used professionally

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Jay Sorathiya - Data Analyst - Morningstar Inc. | Himalayas