As a portfolio manager with generalist and securitized responsibilities, Shonali is responsible for building and maintaining investment portfolios focused heavily in the securitized sectors. She is responsible for performance reporting at the composite levels. 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 joined CCM as an investment analyst in the firm’s analyst program, where she worked with the senior portfolio managers learning how to analyze each sector within CCM’s investment portfolios.
Biography:
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, she was an analyst at Wellesley Investment Advisors. Shonali received her B.S. in mathematics with a minor in economics from Villanova University.