Ravi Shukla Email & Phone Number

Charlotte Metro

• Produce thematic market analyses and actionable trade ideas• Compose notes covering credit fundamentals and positioning ideas across sector, rating, and duration spectrum• Publish weekly reports and commentaries covering fund flows, debt issuances, and trends in global credit markets• Conduct weekly calls with sales and trading teams covering market updates, credit outlook, and positioning ideas• Discuss credit strategy views with institutional clients and address follow-up queries and data requests • Participate in cross-asset strategy calls; assist business team with their market data requests

Los Angeles Metropolitan Area

• Assisted EM and HY portfolio managers in portfolio construction, monitoring, and order management tasks• Released orders and manage duration and currency hedging in accordance with portfolio and client guidelines• Attended investment team calls and proposed ideas to portfolio managers to improve account positioning• Monitored portfolio risk metrics and generate daily and ad-hoc reports per requirements of the mandates• Coordinated with trading and compliance teams to ensure timely execution of orders• Designed and refined processes for replication of FI strategies into different vehicles including ETFs, CITs, etc.

Des Moines, Iowa Area

Credit Coverage: Aerospace & defense, machinery, diversified manufacturing, healthcare, pharma, and transportation• Conducted fundamental and relative value analyses of IG and HY issuers for P&C and Life insurance mandates• Composed sector reviews, issuer initiations, quarterly updates, and new issue notes within the assigned coverage• Communicated investment narrative and valuation views through department presentations and 1:1 calls/meetings• Maintained financial models to monitor credit quality of issuers and project their medium-term trajectories• Attended credit research workshops, investor calls, industry seminars, CFA Society luncheons et al• Cultivated relationships with IR professionals, rating agency analysts, sell-side strategists, and credit sales teams • Processed fixed income trades and troubleshot settlement issues; monitored accounting of transactions

Des Moines, Iowa Area

Credit Coverage: Aerospace & defense, machinery, diversified manufacturing, healthcare, pharma, and transportation• Conducted fundamental and relative value analyses of IG and HY issuers for P&C and Life insurance mandates• Composed sector reviews, issuer initiations, quarterly updates, and new issue notes within the assigned coverage• Communicated investment narrative and valuation views through department presentations and 1:1 calls/meetings• Maintained financial models to monitor credit quality of issuers and project their medium-term trajectories• Attended credit research workshops, investor calls, industry seminars, CFA Society luncheons et al• Cultivated relationships with IR professionals, rating agency analysts, sell-side strategists, and credit sales teams • Processed fixed income trades and troubleshot settlement issues; monitored accounting of transactions

Greater Omaha Area

• Researched the universe of investment strategies and managers for inclusion in company’s tactical investment offerings• Served as the lead analyst for asset-allocation and international equity strategies • Managed model portfolios and monitored the performance of assigned strategies against competitors and internal objectives• Served as an Assistant Trader, with responsibilities of securities trading, account reconciliation, and cash management• Wrote blogs and commentaries on investment strategies for monthly newsletters and quarterly reviews• Implemented Word 365 based project management system in the Investment Research Department to improve operational efficiency

Greater Omaha Area

• Developed client asset allocation based on risk profile and researched securities within a given allocation framework• Conducted daily reconciliation of client portfolios and managed all forms of client communication• Managed the social media outreach of the firm by publishing blogs and sharing news stories on financial planning• Created word and excel templates to improve operational efficiencies of recurring tasks

Charlottesville, Virginia Area

• Updated a global, financial database of pension plan sponsors, investment managers, and investment consultants• Analyzed financial reports, SEC filings, industry publications etc. to extract information relevant to the database• Conducted phone interviews with corporate professionals to obtain information pertinent to the proprietary database

Master Of Investment Management & Financial Analysis, Investment Management, 3.60

Activities and Societies: - 2014 Economist MBA Case Competition - 2014 ACG Cup Tournament

Bachelor'S Degree, Philosophy & Economics

Activities and Societies: Undergraduate Virginia Philosophical Association (UVPA)

2022 Level 3 Candidate In The Cfa Program