Jay Sorathiya
Data research analyst | Financial Research | FRM Level 1 Cleared | Credit & Capital Markets | Python • SQL • Power BI
- Role
- Data Research Analyst at Morningstar
- Location
- Navi Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Jay Sorathiya
Finance professional with 3+ years of experience in financial research, credit risk analysis, and capital markets data. Currently working at Morningstar Inc. with expertise in analyzing debt capital structures, financial statements, and fixed-income instruments to ensure data accuracy and support investment decisions.Skilled in Python, SQL, Excel, and Power BI with proven ability to enhance workflows through automation and process improvements. Recognized with Spot Award and Star of the Quarter for innovation and high-quality delivery.Cleared FRM Level 1 (preparing for Level 2), combining strong financial knowledge with risk management frameworks and quantitative skills. Passionate about leveraging data and technology to provide insights in credit risk, capital markets, and investment research.
Experience
Data Research Analyst
Sep 2021 — Present · Mumbai, IN
Supported the Debt Capital Structure team within Equity Data Operations by collecting, validating, and analyzing financial data, ensuring accuracy, integrity, and timely reporting on the PitchBook platform- Conducted comprehensive financial statement analysis (IPOs, 8-Ks, FWPs, IB filings, annual/quarterly reports) to extract indicators of indebtedness, credit facilities, fixed-income instruments, preferred securities, and covenant risks- Improved turnaround time and accuracy by leveraging ABBYY FineReader 14 for digitization and data extraction from complex regulatory filings- Mentored and coached team members by resolving credit-related queries, conducting peer reviews, and leading feedback sessions, fostering collaboration and knowledge sharing- Proposed and implemented process automation and enhancements, driving workflow optimization and operational efficiency while ensuring compliance with reporting standards- Awarded Spot Award and Star of the Quarter for outstanding performance and innovation.
Education
Gujarat Technological University (GTU)
Master of Business Administration - MBA
2018 — 2020
Veer Narmad South Gujarat University, Surat
Bachelor's degree
2015 — 2018
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