Michael Aji, Cfa Email & Phone Number

New York, Ny, Us

Washington, Dc, Us

• Head of Valuation & Analytics group, which is responsible for overseeing the quarterly valuation process for private credit segment, including privately held equities and opportunistic, distressed, energy, infrastructure, and real estate credits. • Oversee the preparation of quarterly valuation reporting packages and present results to senior executives as part of the valuation committee process, including a complete redesign of the reporting packages to streamline executive review.• Responsible for the budgeting and forecasting process on behalf of private credit funds, including fund modeling, scenario analysis, and carried interest forecasting for firm’s financials. • Oversee the annual audit process and work closely with internal and external auditors to design and implement controls and processes for regulatory purposes. • Coordinate with third-party valuation firms for positive assurance reviews and coordinate independent valuations for ‘40 Act interval funds. • Collaborate with Investor Relations to prepare and present valuation materials for fundraising/due diligence purposes.

Washington, Dc, Us

• Key member of the firm’s Global Valuation Group, which is responsible for overseeing the quarterly valuation process, including the coordination, review, and approval of all ASC 820 valuations across the entire firm.• Reviewed over 500 illiquid assets on a quarterly basis to provide an opinion on fair market value for each asset, as well as to confirm valuations adhere to firm’s internal policy. Valuation review spans across the entire capital structure and includes all buyout, growth equity, real estate, energy, and credit funds. • Redesigned and developed numerous valuation models resulting in efficiencies in portfolio company data collection and structured reporting, while also reducing time spent preparing valuations. • Enhanced current valuation process by integrating third-party solutions and building custom tools to promote automation.• Analyzed and aggregated entire firm’s valuation results, while also preparing the materials, to present at firm’s quarterly global valuation committee. • Collaborated with external service providers to support year-end valuation audits, development of SOX controls, and determine best practices and guidance for complex valuation issues. • Coordinated and managed the quarterly third-party valuation review process.

Newark, New Jersey, Us

• Valued member of workstream responsible for identifying and implementing firm’s new private equity reporting software suite. Created the portfolio constructs and data infrastructure to allow for enhanced management reporting for the private equity portfolios for each of firm’s business line. • Developed multiple risk, liquidity, and attribution models to aid directly with the ongoing monitoring and construction of firm’s private equity, hedge fund, and private real estate portfolios.• Designed and developed the organization’s quarterly performance reports, risk reports, and other portfolio presentations for internal portfolio managers, senior management, and firm’s board of directors.• Created several databases to enhance analytics for portfolio management teams and senior management.

Miami, Florida, Us

• Directly assisted in the fund management and investor relations operations for three private distressed credit funds totaling $3 billion of assets under management.• Responsible for forecasting and developing fund models to calculate asset and fund level returns for each strategy and modeled out loan securitizations, carried interest waterfalls, and joint-venture partnership performance.

Boston, Ma, Us

• Provided market research, investment consulting, and total portfolio advisory services to a variety of endowments, foundations, defined benefit and contribution plans, and high net worth private clients.• Directly assisted with asset allocation recommendations, investment manager due diligence, development of client presentations, and other ad-hoc quantitative analyses.

Bba, Finance

Education record