As an investment analyst, Ketki develops and maintains portfolio reports with a focus on risk, performance attribution, and quantitative analytics. She manages daily portfolio compliance, monitors performance, and operates bond modeling systems. Ketki also supports research on impact-aligned investment opportunities and community development initiatives that meet Community Reinvestment Act (CRA) criteria. She works closely with senior portfolio managers to deepen her expertise across various sectors within the firm’s investment strategies.
Biography:
Ketki joined CCM from Onex AE, where she served as a senior research analyst. There, she provided sell-side equity research and advised clients by initiating coverage on 11 securities and maintaining coverage on 44 equities across the banking and energy sectors in the MENA region. She received her B.A. (Hons.) in Accounting and Finance from Middlesex University – Dubai, an M.S. in Finance from the University of Southern California, and has passed all levels of the CFA program.