As an investment analyst, Shonali is responsible for building and maintaining investment portfolio reports for risk, attribution, and quantitative analytics. She is also responsible for daily portfolio compliance, performance monitoring, and running bond modeling systems. She assists with researching investment opportunities for their environmental and social impacts as well as community development activities that meet the Community Reinvestment Act (CRA). Shonali is part of the firm’s analyst program where she works with the senior portfolio managers learning how to analyze each sector within CCM’s investment portfolios.
Shonali joined CCM from Cross Keys Capital where she worked as an analyst leading deals and assisting clients through all stages of the M&A process. At Cross Keys, she was also responsible for valuation research, financial analysis, and marketing outreach. Prior to this, Shonali was an associate at Bella Private Markets, a research and consulting firm focused on the private capital industry and before that, an analyst at Wellesley Investment Advisors. Shonali received her B.S. in Mathematics with a minor in Economics from Villanova University.