Jay Katz, Caia Email & Phone Number

Buffalo, Ny, Us

Buffalo, New York, Us

Buffalo, New York, Us

Social Impact Venture / Seed Stage Investing

New York, Ny, Us

Alternative Investments - Renewable Energy/Infrastructure Credit• Evaluated investment grade and high-yield investments in the infrastructure space across the renewable energy/power, transportation, and social infrastructure sectors, equating to over $900 million in reviewed deals in 2021; partaking in analysis associated with due diligence, legal, financial modeling, and project sensitivities.• Enhanced and streamlined the reporting mechanisms across the BlackRock Infrastructure Investment team utilizing Aladdin, saving the Asset Management team 10 hours a month when constructing client presentations around risk exposure and performance.Strategic Client Engagement - Alternative Investments, Fixed Income, and Equities• Developed client’s asset management analytic workflow processes to drive value proposition and retain over $250 billion of client assets on Aladdin; concurrently executing a 2021 Aladdin business goal to onboard an additional $25 billion of bank loan assets and $500 million of infrastructure debt assets.

New York, Ny, Us

Alternative Investments - Infrastructure Credit• Analyzed, modeled, structured, and closed over $240 million of North America senior subordinated debt investment deals within the power/renewable energy sector.Strategic Client Engagement - Alternative Investments, Fixed Income, and Equities• Partnered with my institutional clients in building out the modeling and trading capabilities for their assets, resulting in the onboarding of over $74 billion in alternative, multi-asset, and equity assets onto the Aladdin platform, generating over $34.3 million in revenue as a result.• Created and executed a client engagement strategy for fixed income arbitrage hedge fund clients focused around our RMBS and CMBS models, resulting in the onboarding of $14 million in Mortgage Servicing Right (MSR) assets.

New York, Ny, Us

Client Services - Mortgage Trading and Portfolio Management Specialist• Utilized BlackRock’s proprietary Aladdin financial software to provide real time financial solutions across Insurance, Banking, and Pension fund clients, unlocking client value around our risk reporting and workflow capabilities.• Advised clients around the usage of analytics and trading workflows for Agency/Non-Agency Mortgage Portfolio Managers and Traders, contributing to the retaining of the two most prominent Government Sponsored Entities (GSEs) as BlackRock clients.

• Drove the fund's investment strategy, valuation approach, and risk management approach• Constructed multi stage valuation models, scoping out projected cash flows to determine intrinsic valuations• Performed market research and analyzed industry trends to identify undervalued companies• Managed the fund's investments in Technology and Industrials, while sitting on the investment committee for pitches associated with other sectors• Oversaw multiple analysts working under the Industrial and Technology sectors• Grew fund size by 50%

Toronto, On, Ca

• Consolidated market research on midstream natural resource investments, writing investment thought pieces on those assets• Assisted the Alternative investment product management team with creating white papers for the Thomson Reuters Eikon financial analytic platform

Milwaukee, Wi, Us

• As part of a company wide initiative to assist people of all ages in attaining financial security, I arranged consultations with prospective clients and prepared custom tailored financial plans to match their financial objectives and acceptable risk tolerance level• Grew existing client base by 30 clients over the 3-month summer period and became licensed to assist these individuals with retirement planning, wealth accumulation, tax reduction strategies and long-term financial solutions

New York, New York, Us

• Screened early stage investment opportunities in the medical and life science industries; assisting in due diligence and portfolio modeling