Shal A.

Shal A.

5.0

M&A | Equity Research | Asset Management | MBA | CFA Charterholder

Harvard Business School Logo

Studied at Harvard Business School

SHALnCO Logo

Works at SHALnCO

Available Sunday at 5:30 PM UTC

Usually responds within 14 hours

Questions? Start chatting with this coach before you get started.

Shal’s Equity Research Qualifications

Experience level: Vice President

Open to working with clients outside the U.S.

Welcome to my profile! With over 15 years of experience in the finance industry, including roles at Goldman Sachs, Merrill Lynch and Morgan Stanley, I have a deep understanding of equity research, asset management and investment strategies. As a former Vice President at Goldman Sachs Asset Management, I was responsible for generating investment recommendations across various sectors and consistently ranked #1 in performance attribution. I also have experience as an Assistant Vice President at Merrill Lynch, where I covered industries such as restaurants, leisure, and airlines. I also currently teach women how to invest in the stock market. With my expertise, I can help you navigate the complexities of getting a job on Wall Street in these areas and/or provide education for you to start to invest your own money. Reach out to me today to start achieving your financial goals!

Shal can help with:

Financial Analysis

Industry Research

Equity Research Strategy

Investment Recommendations

Resume Review

Networking Strategy

Skill Building

LinkedIn Review

Salary Negotiation

Technical Interview Prep

Promotion Strategy

Cover Letters

Valuation

Behavioral Interview Prep

Freelancing

Shal also coaches for MBA and College. View all.

About Shal

• I have been fascinated and passionate about finance, investing and the stock markets since I was a teenager, and I parlayed this interest into a career on Wall Street. I have over two decades of investment experience and also extensive personal and professional experience in investing. • Professionally, I interned in various bulge bracket firms during college and also at an investment management firm during business school. Specifically, I have worked in Morgan Stanley as an investment banking analyst in M&A, in Putnam Investments as a summer MBA intern, Merrill Lynch in sell-side equity research after business school and then Goldman Sachs in a variety of roles but most recently, as a Vice President in the Growth Equity Team in Goldman Sachs Asset Management. • I have founded my own company, SHALnCO, where I teach women how to invest in the stock market. (www.shalnco.com). • I have a unique perspective on the financial services industry, especially as I have also been the only woman on an all-male team on multiple occasions. • I have an undergraduate degree in Economics from Princeton University (1998) and a Masters in Business Administration (MBA) from Harvard University (2002). I am also a CFA Charterholder and a member of the CFA Institute. • I applied to and was accepted into Harvard Business School with only two years of work experience. I have successfully helped many candidates with their MBA applications to top MBA programs and positioned them for success. • I also love to travel and write and have self-published some books (available on Amazon). I look forward to helping you achieve your MBA and/or finance goals!

Why do I coach?

I had an incredible time at Harvard Business School and am a strong advocate of getting an MBA degree, especially for women. It has made a difference in my career and my network. I also believe in helping others and have helped coach family with their successful applications to top MBA programs. I also have extensive experience on Wall Street in finance, such as investment banking (Mergers & Acquisitions), sell-side equity research and buy-side asset management in firms such as Morgan Stanley, Merrill Lynch and Goldman Sachs. I was also head of Princeton recruiting at Morgan Stanley in M&A. I loved my time on Wall Street and would love to help you with where to interview, skill development and/or interview prep. In addition, throughout my time on Wall Street, I noticed that I was frequently the only woman in the group. I also received many questions from friends asking me how they can start investing. I truly believe that financial freedom and independence, and understanding how investing can help you grow and preserve your wealth is so important. To that end, I coach and teach people on how to understand, research and invest in the stock market. I try to do so in a fun way that will resonate with people, especially women.

Work Experience

SHALnCO Logo

Founder

SHALnCO

August 2019 - Present

SHALnCO is a company driven by its mission to inspire women to take control of their own financial lives and independence by actively participating in the stock markets. We offer an educational newsletter, courses and 1x1 and group coaching on how to invest in the stock market.

CFA Institute Logo

Charterholder

CFA Institute

September 2008 - Present

CFA (Chartered Financial Analyst) charterholder, Member of CFA Institute

Goldman Sachs Logo

Vice President of Finance

Goldman Sachs

August 2004 - July 2012

- Worked in various roles throughout Goldman Sachs. - Most recent role was as member of investment team focusing on growth equity in Goldman Sachs Asset Management. - Responsible for generation of investment recommendations in Agriculture, Specialty Chemicals, E&C, Smart Grid, Machinery, Global Infrastructure, Materials sectors across various portfolios. - As of September 2011, ranked #1 in performance attribution out of thirteen team members for the last month, year and YTD time periods for midcap and large cap growth products. - Also worked in Investment Strategy Group, which is a macro investment group focusing on global investment strategies and tactical asset allocation for the firm's clients.

Merrill Lynch Logo

Assistant Vice President

Merrill Lynch

August 2002 - September 2004

- Member of Equity Research team. Primary coverage of Harley Davidson (HDI) and Polaris Industries (PII). - Also helped cover restaurants, leisure and airline industries.

Morgan Stanley Logo

Investment Banking Analyst

Morgan Stanley

July 1998 - July 2000

- Worked in Mergers, Acquisitions and Restructuring Department. - Member of various deal teams advising both domestic and international corporate clients on all aspects of mergers, acquisitions and corporate restructurings, both on the buy-side and sell-side. - Performed industry analyses and developed financial projections on a standalone and pro-forma basis with a view to establish company specific valuation and develop transaction structures for clients. Participated in due diligence and assisted senior management in preparing offering memoranda. - Worked on a number of transactions in industries such as Telecommunications, Semiconductor, Industrials and Forest Products. - Headed recruiting team for analysts from Princeton University.

Shal was also given offers to work at

  • JPMorgan Logo

    JPMorgan

  • Neuberger Berman Logo

    Neuberger Berman

Education

Harvard Business School Logo

Harvard Business School

MBA, Business Administration

2000 - 2002

- Co-President of the Women’s Student Association (WSA). - Published a research paper “Private Company Restructuring: Conflicts of Interest Between Various Stakeholders” in the Journal of Private Equity (Spring 2003).

Princeton University Logo

Princeton University

AB, Economics

1994 - 1998

- Bachelor of Arts degree in Economics and Certificate Program in Applications of Computing, June 1998. - Performed independent research on various aspects of finance and asset management.

Shal was also personally admitted to

  • Stanford University Logo

    Stanford University

  • Harvard University Logo

    Harvard University

  • Brown University Logo

    Brown University

8 Reviews

Overall Rating

5.0


Knowledge

5.0

Value

5.0

Responsiveness

5.0

Supportiveness

5.0


Shal has helped clients get into these schools:

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Shal A.

Shal A.

5.0