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Kira Shultz

Kira Shultz

Investment Analyst at Summit Global Investments

Salt Lake City, UT , United States

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

OrganizationRoleDate RangeDetails
Summit Global InvestmentsInvestment AnalystNov 2022 to Present
Summit Global InvestmentsJunior Research AnalystOct 2021 to Nov 2022
Goldman SachsJunior AnalystMar 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, LLCBilling SpecialistDec 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)

NameRoleLocation
R
Robin Kaukonen
Portfolio and Trading ManagerLake Oswego, OR , United States
Aash Shah
Aash Shah
Head of Investments and Sr. PMSalt Lake City, UT , United States
Layne Jensen
Layne Jensen
PartnerThatcher, AZ , United States
P
Parineeta Gengaje
Senior Investment AnalystSalt Lake City, UT , United States