About
Kira Shultz serves as an Investment Analyst at Summit Global Investments in Salt Lake City, Utah, a role she has held since November 2022. In her current position, she is involved in investment research and analysis, contributing to the firm's multi-asset and enhanced income strategies. Her work supports portfolio management and risk assessment across a range of public market securities, notably in global equities and income-focused asset classes.
Prior to her current role, Kira advanced through key analytical positions at Summit Global Investments, starting as a Junior Research Analyst, and previously gained foundational experience as a Junior Analyst at Goldman Sachs. Her expertise centers on quantitative investment analysis and research-driven decision making for diverse investment portfolios.
Kira holds a Bachelor of Science in Mathematical Sciences from UC Santa Barbara and additional mathematics studies at Lund University, bringing strong analytical and quantitative skills to investment management. With three years of professional investment experience, she plays a supporting role in shaping investment strategies at Summit Global Investments, with particular focus on diversified income and equity solutions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Summit Global Investments | Investment Analyst | Nov 2022 to Present | — |
| Summit Global Investments | Junior Research Analyst | Oct 2021 to Nov 2022 | — |
| Goldman Sachs | Junior Analyst | Mar 2021 to Oct 2021 | • Employ cross sectional team work to produce institutional client reports • Eagerly offer insights on how to better streamline the reporting team's workflow • Analyze VBA macros outcomes and draw dat... |
| Alder Holdings, LLC | Billing Specialist | Dec 2020 to Mar 2021 | • Categorized and analyzed customer information (Excel) • Reached out to customers with payment solutions • Asked questions and offered help to coworkers in the billings department |
Education
UC Santa Barbara
Bachelor of Science - BS, Mathematical Sciences
2016 — 2020
Lund University
Mathematics
2019 — 2019
Mammoth High School
2012 — 2016
Others at Summit Global Investments (4)
| Name | Role | Location |
|---|---|---|
R Robin Kaukonen | Portfolio and Trading Manager | Lake Oswego, OR , United States |
| Head of Investments and Sr. PM | Salt Lake City, UT , United States | |
| Partner | Thatcher, AZ , United States | |
P Parineeta Gengaje | Senior Investment Analyst | Salt Lake City, UT , United States |