Jeel Soni
@jeelsoni
PE & Alts Data Analyst at Decimal Point Analytics, reducing manual PE data processing by 30% with AI-based automation.
IndiaWhat I'm looking for
At Decimal Point Analytics, I support a leading US-based global asset manager’s Alternatives Data Strategy Team, working across private equity and alternative investment data operations.
I spearheaded AI-based automation projects that reduced manual intervention in PE data processing by 30%. I also oversaw quarterly data and KPIs for 600+ co-investments across institutional portals.
In my current role as Senior Research Analyst & Team Leader, I manage complex data requests from investment stakeholders and support portfolio monitoring and reporting. I’ve delivered 300+ client ad-hoc data requests across Appian, Chronograph, and related platforms.
I have an MBA in Finance and certifications in fund accounting, AI, and Excel and VBA Macros. I’m actively building my Python, AI, and workflow automation skills to reduce manual effort in fund operations.
Experience
Work history, roles, and key accomplishments
Senior Research Analyst & Team Leader
Decimal Point Analytics
Apr 2025 - Present (1 year 6 months)
Managed complex Alts data requests from US-based investment stakeholders, ensuring accuracy and on-time delivery. Trained and mentored junior analysts and implemented process improvements to reduce manual data handling time.
Senior Research Analyst
Decimal Point Analytics
Apr 2024 - Mar 2025 (11 months)
Spearheaded AI-based automation projects to streamline PE data processing workflows, reducing manual intervention by 30%. Oversaw quarterly reported data and KPIs for 600+ co-investments and maintained institutional investment portals.
Research Analyst
Decimal Point Analytics
Feb 2022 - Mar 2024 (2 years 1 month)
Performed fund data validation for PE and alternative investment portfolios, ensuring data integrity for institutional reporting. Managed a Co-Investment Data Master Tracker covering ~600 co-investments.
Mutual Fund Research Intern
KGMS Broking & Research
Jul 2021 - Aug 2021 (1 month)
Conducted primary research via surveys and interviews to analyze investor behavior and fund preferences. Analyzed large datasets using SAS and SPSS to generate actionable insights for fund research reports.
Education
Degrees, certifications, and relevant coursework
SJPI - NICM, Gandhinagar, Gujarat
MBA, Finance
MBA in Finance from SJPI - NICM, Gandhinagar, Gujarat, completed in 2022.
Gujarat University
Bachelor of Commerce, Accounting
Bachelor of Commerce (B.Com) in Accounting from Gujarat University, Godhra, Gujarat, completed in 2018.
Anthropic
Claude 101, Artificial Intelligence
Completed Claude 101 certification covering foundations of AI and large language models.
Anthropic
AI Fluency, Artificial Intelligence
Completed AI Fluency certification covering applied AI skills and workplace automation.
Uniqfin
Fund Accounting, Fund Accounting
Completed Fund Accounting certification specializing in fund operations and NAV.
GoSkills
Excel & VBA Macros, Excel & VBA Macros
Completed Excel and VBA Macros certification for advanced automation.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
Job categories
Interested in hiring Jeel?
You can contact Jeel and 90k+ other talented remote workers on Himalayas.
Message JeelGet matched with your dream remote job
Sign up now and join over 250,000+ remote workers who receive personalized job alerts, curated job matches, and more for free!
