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Isha ShuklaIS
Open to opportunities

Isha Shukla

@ishashukla1

I manage loan and CLO operations, financial analysis, and investment portfolio processes.

India
Message

What I'm looking for

I'm looking to apply my financial-services, portfolio operations, and analytical background to investment and wealth management roles.

At BNY Mellon, I managed syndicated loan and CLO operations for 7 clients and 30+ portfolios, handling trade settlements, corporate actions, cash flows, SWIFT payments, and daily reconciliations with 95%+ SLA compliance.

I've also supported AP/AR, month-end close, GST and TDS compliance, MIS reporting, financial dashboards, and trend analysis at Zappfresh and Corporate Consultants. I'm seeking to bring my financial-services, portfolio operations, and analytical background to investment and wealth management.

Experience

Work history, roles, and key accomplishments

BM

Analyst — Syndicated Loan & CLO Operations

Jun 2022 - Aug 2023 (1 year 2 months)

Managed end-to-end syndicated loan operations for 7 CLO clients, covering primary assignment processing, trade confirmations, settlements, corporate actions, and fee/interest processing with 95%+ SLA compliance. Executed loan trade settlement and confirmation activities, including pre-matching and settlement coordination, while liaising with agent banks, custodians, counterparties, and internal st

Education

Degrees, certifications, and relevant coursework

SDA Bocconi Asia Center logoSC

SDA Bocconi Asia Center

Master of Business Administration, Business

2024 -

Grade: 93/110

Pursuing an International Masters in Business with a strong foundation in corporate finance, valuation, and financial markets.

BC

Bharti Vidyapeeth New Law College

Bachelor of Business Administration and Bachelor of Laws, Law

2017 - 2022

Grade: 9.03/10

Completed a BBA-LLB degree with a strong academic record.

Tech stack

Software and tools used professionally

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