Shivam P.

Equity Research Analyst @William C. Conner Foundation Educational Investment Fund

Dallas, TX, US
MOBILE NUMBERS
+91 *********19

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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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Shivam P. — Equity Research Analyst at William C. Conner Foundation Educational Investment Fund in Dallas, TX, US | Unifers