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Asset Management Investment Analyst
Asset Management Investment Analyst
New mentor!
Member since 2026
  • British Virgin Islands
About the mentor

Hi! I’m Shivani, a Senior Investment Analyst with 6+ years of professional experience and a background in investment and wealth management. My work spans investment research, portfolio analysis, financial modelling, valuation, asset allocation, fixed income and equities, as well as preparing investment recommendations for client portfolios.

As a WSO mentor, I’m particularly interested in helping candidates with investment management and wealth management recruiting, technical and behavioral interview preparation, resume reviews, and translating their experience into a compelling finance story.

I’m also currently pursuing graduate studies in Economics, so I’m always happy to chat about career development, transitioning between disciplines, and building a long-term career in finance.

My mentoring style is practical and conversational. Whether you’re preparing for an interview, refining your resume, or trying to figure out your next career move, my goal is to give you specific, actionable feedback you can actually use.

Expertise
  • Investment Advisor
What is WSO Academy?

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Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

Frequently Asked Questions

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