Shanu G. Mathew

Shanu G. Mathew Email and Phone Number

Senior Vice President, Portfolio Manager and Analyst - US Sustainable Equity @ Lazard Asset Management
Chicago, IL, US
Shanu G. Mathew's Location
Greater Chicago Area, United States, United States
Shanu G. Mathew's Contact Details

Shanu G. Mathew personal email

Shanu G. Mathew phone numbers

About Shanu G. Mathew

Shanu Mathew is a Portfolio Manager and Research Analyst at Lazard Asset Management, a $250+ billion global asset manager, on the US Equity team focused on Sustainable Investing and Net-Zero research. He began working in the investment field in 2015. Prior to joining Lazard in 2021, Shanu was a Vice President, Credit Analyst, and Head of ESG at First Eagle Alternative Credit, a $20 billion+ alternative asset manager. Previous experiences include Strategic Finance at Expanse (acquired by PANW for ~$1 billion) and Tech/Healthcare M&A banking at Evercore (~$40 billion of transaction experience).Shanu was recognized as a 2024 Notable Leader in Sustainability by Crain's Chicago Business. Shanu is a member of the Investment Committee at Evergreen Climate Innovations, a recurring guest on Wood Mackenzie’s ‘The Energy Gang’ and other Energy Transition podcasts (100K+ episode downloads). Shanu has spoken at climate-related industry events including for Bloomberg Intelligence, Gitterman Wealth Management/Intercontinental Exchange, the CFA Society of New York, and The Summit for Asset Management and has served as an investment committee member, advisor, mentor or judge for various events and organizations including Gener8tor, the U.S. Department of Energy (DOE)’s Office of Technology Transitions, Breakthrough Energy, and Terra.do, among other involvement across the climate ecosystem. He has a Bachelor of Science dual-degree in Accounting and Finance from the University of Illinois at Urbana-Champaign.Visit https://shanumathew.com/ to see my writing, podcast appearances, and more.

Shanu G. Mathew's Current Company Details
Lazard Asset Management

Lazard Asset Management

View
Senior Vice President, Portfolio Manager and Analyst - US Sustainable Equity
Chicago, IL, US
Website:
lazardnet.com
Employees:
1163
Shanu G. Mathew Work Experience Details
  • Lazard Asset Management
    Senior Vice President, Portfolio Manager And Analyst - Us Sustainable Equity
    Lazard Asset Management
    Chicago, Il, Us
  • Lazard Asset Management
    Senior Vice President, Portfolio Manager/Analyst - Us Sustainable Equity
    Lazard Asset Management Jan 2023 - Present
    New York, Ny, Us
    Shanu Mathew is a Senior Vice President and Portfolio Manager/Analyst on a ~$500M US Sustainable Equity mutual fund. He also serves as a Research Analyst on the US Equity team (~$50BN AUM), focusing on how companies’ Sustainability and Climate-related risks and opportunities impact financial productivity. Responsibilities include overseeing portfolio construction and investment decisions for the Sustainability fund, conducting due diligence on new ideas, presenting to clients and external stakeholders, and developing best practices for our firm approach to sustainable investing.
  • Lazard Asset Management
    Vice President, Sustainable Investing & Net Zero Research
    Lazard Asset Management Jul 2021 - Feb 2023
    New York, Ny, Us
    Support the development of frameworks and conduct analysis that delivers market-leading Sustainable Investment and Net Zero solutions for various US equity strategies.
  • First Eagle Investment Management
    Vice President And Head Of Esg
    First Eagle Investment Management Jan 2021 - Jun 2021
    New York, New York, Us
    Integrate ESG risk analysis into the FEAC credit underwriting process and lead ESG policies for tradable credit portfolios. Credit coverage included 100+ borrowers, representing $2.0BN+ in aggregate loan and bond value. Coverage includes industrials, business and financial services, energy, and power & utilities.Core responsibilities include: Construction of financial models and projections from company filings and earnings releases; performing business risk analysis through in-depth research of company and competitors; tracking standard and industry-specific credit and valuation metrics; understanding and analyzing covenants through bond indentures and credit agreements; and presenting investment recommendations to portfolio managers.
  • First Eagle Investment Management
    Associate
    First Eagle Investment Management Feb 2020 - Jan 2021
    New York, New York, Us
    [Formerly THL Credit]. With approximately $23 billion in assets under management and advisement on a pro forma basis as of December 31, 2019, the First Eagle Alternative Credit platform is among the leaders across tradable credit and middle-market direct lending, with a robust product suite that offers a range of differentiated strategies and solutions to institutional and retail investors worldwide.
  • Shanumathew.Com
    Freelance Writer
    Shanumathew.Com Jun 2018 - Jun 2021
    Curate weekly list of interesting articles, charts, stats, podcasts, and music selections distributed to list of ~900+ readers that has reached 30+ countries. Write long-form essays on a variety of topics.https://www.shanumathew.com/
  • On Deck
    Climate Tech Founding Fellow
    On Deck Mar 2021 - May 2021
    San Francisco, California, Us
    The Climate Tech Fellowship is a 10-week program for startup and climate experts looking to found, invest in, and advise climate tech companies. It is a space for fellows with deep and diverse subject matter expertise to exchange ideas, accelerate each other's work, and build impactful climate tech startups.
  • Thl Credit
    Associate
    Thl Credit Apr 2018 - Feb 2020
    THL Credit was a ~$17 Billion AUM Alternative Credit Manager that was acquired by First Eagle Investment Management in January 2020. As an associate, I performed fundamental credit and valuation analyses on companies that issue public high yield loans and bonds. Coverage included Renewable Energy, Industrials, Infrastructure, Oil & Gas, Utilities, Electrical Power & Generation, Business Services, and Distressed Situations.
  • Expanse, Acquired By Palo Alto Networks
    Associate, Strategic Finance & Operations
    Expanse, Acquired By Palo Alto Networks Sep 2016 - Apr 2018
    San Francisco, California, Us
    Employee #33. In Nov-20, Palo Alto Networks announced it will acquire Expanse for a total purchase price of approximately $670 million to be paid in cash and stock and approximately $130 million in replacement equity awards.Based in San Francisco, Expanse is an automated Internet intelligence company. Expanse surfaces facts and relevant context about digital assets of interest to our customers in real time at global Internet scale. Expanse's technology gives large organizations complete visibility into and actionable insights about their true network boundaries to mitigate information security risks beyond the firewall. Expanse now had 150 employees across offices in San Francisco, Washington, DC, New York and Atlanta. Expanse’s has raised over $135 million of venture capital funding from Founders Fund, NEA, IVP, and TPG and also direct checks from Peter Thiel, Michael Dell, Sam Palmisano, Arianna Huffington and Taylor Glover. The Company was founded in 2012, after the founders met at DARPA.
  • Evercore
    Investment Banking Analyst
    Evercore Jun 2015 - Aug 2016
    New York, Ny, Us
    Mergers & Acquisitions Group focused on Technology & Healthcare transactions. Deal experience includes:Abbott Laboratories’ $30 billion Acquisition of St. Jude MedicalAbbott Laboratories’ $8 billion Acquisition of Alere Sale of NetMotion Wireless from Clearlake Capital Group to the Carlyle Group
  • Illinois Business Consulting
    Senior Manager
    Illinois Business Consulting Jan 2012 - May 2015
    Champaign, Il, Us
    Positions held: 3x Senior Manager, Internal Manager, Project Manager, Strategic Operations Team Member, and 2x Consultant at largest student-run consulting organization in the nation.
  • Credit Suisse
    Investment Banking Summer Analyst
    Credit Suisse Jun 2014 - Aug 2014
    Zurich, Ch
    Global Industrials Group.
  • Bmo Harris Bank
    Global Treasury Management Intern
    Bmo Harris Bank Jun 2013 - Aug 2013
    Chicago, Illinois, Us
  • Transco Products Inc.
    Research Analyst Intern
    Transco Products Inc. May 2012 - Dec 2012
    Streator, Il, Us
    Research Analyst (May 2010 - August 2012; December 2012 - January 2013)

Shanu G. Mathew Skills

Financial Analysis Market Research Leadership Public Speaking Finance Microsoft Excel Data Analysis Financial Modeling Management Consulting Research Consulting Investment Banking Project Management Analysis Valuation Corporate Finance Management Mergers And Acquisitions Mergers

Shanu G. Mathew Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    Finance & Accountancy

Frequently Asked Questions about Shanu G. Mathew

What company does Shanu G. Mathew work for?

Shanu G. Mathew works for Lazard Asset Management

What is Shanu G. Mathew's role at the current company?

Shanu G. Mathew's current role is Senior Vice President, Portfolio Manager and Analyst - US Sustainable Equity.

What is Shanu G. Mathew's email address?

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What schools did Shanu G. Mathew attend?

Shanu G. Mathew attended University Of Illinois Urbana-Champaign.

What skills is Shanu G. Mathew known for?

Shanu G. Mathew has skills like Financial Analysis, Market Research, Leadership, Public Speaking, Finance, Microsoft Excel, Data Analysis, Financial Modeling, Management Consulting, Research, Consulting, Investment Banking.

Who are Shanu G. Mathew's colleagues?

Shanu G. Mathew's colleagues are Maximum Smith, Foh Man, Mehdi Ghaffari, Ken Mcleod, Cfa, Abigail Capón, Jennifer Abate, Ken Kaiser.

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