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

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

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