Shivam P.
Equity Research Analyst @William C. Conner Foundation Educational Investment Fund
Dallas, TX, US
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MOBILE NUMBERS
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WORK HISTORY
Jun 2025 — Present
Equity Research Analyst @William C. Conner Foundation Educational Investment Fund
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Dallas-Fort Worth, TX, US
Led fixed income allocation strategy (15% AUM) across Treasuries, IG/HY corporates, and CLO/MBS ETFs Covered and pitched 6 equity tickers (4 FIG, 2 REIT), with live recommendations incorporated into fund portfolio
EDUCATION
N/A
Indian Institute of Technology, Bombay
Master of Technology
2024 — 2026
Texas Christian University
Master of Business Administration - MBA
SKILLS
Project ManagementCInfrastructureC++RMachine LearningMicrosoft PowerpointAsset ManagementLoan ServicingMicrosoft OutlookMicrosoft ExcelPowerpointMarket ReportsMatlabNplExcel ModelsData MiningMicrosoft WordFinancial ModelingCreReal Estate Owned (Reo)EnglishWindowsRenewable EnergyMicrosoft OfficeProject FinanceAutocad
ABOUT SHIVAM P.
I am an investment professional with seven years of experience across mergers & …
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