Juhi Doshi

Clo Analyst @Fidelity Investments

Boston, MA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2025 — Present

Clo Analyst @Fidelity Investments

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ABOUT JUHI DOSHI

I am a structured finance professional with a strong foundation in credit analysis, cash flow modeling, and data-driven portfolio solutions across CLOs. My expertise lies in understanding deal structures, interpreting indenture language, and leveraging tools like Intex to model complex cash flows and run scenario analyses.With hands-on experience in monitoring compliance tests, validating trustee reports, and supporting waterfall distributions, I bring both accuracy and efficiency to structured credit operations. I’m adept at translating technical product features into actionable insights that support portfolio management, risk evaluation, and client reporting.I have also worked on process improvement initiatives, including automation of data reconciliation, standardization of reporting workflows, and the development of Excel-based tools for performance tracking and deal surveillance. Core Skills & Tools• Structured credit analysis (CLO)• Cash flow modeling in Intex and Excel• Trustee reporting and waterfall validation• Compliance monitoring and coverage tests• Indenture interpretation and data mapping• Portfolio surveillance and reconciliation• Technical documentation and process designMy goal is to continue evolving as a structured finance expert while contributing to scalable, tech-enabled solutions that enhance transparency and operational integrity in the securitized products space.

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Juhi Doshi — Clo Analyst at Fidelity Investments in Boston, MA, US | Unifers