Michael Stewart, Cfa, Caia Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

I lead West Coast Client Development for Chronograph, an industry-leading workflow & portfolio monitoring solution for portfolio company data collection, internal & external reporting, and portfolio analytics.Chronograph was founded and came to market in 2016 to address a fundamental shortcoming in technology solutions for private capital investors. Our leadership team spent years as private equity investors (both as GPs and LPs) and saw firsthand the impact of dated and difficult-to-implement legacy technology on firm efficiency. Our mission is to arm leading institutions with rigorous analytical solutions to empower investment and finance professionals to realize better returns at lower cost.We service some of the largest and most sophisticated private capital investors on both our GP and LP platforms, including 4 of the top 10 largest private capital LPs, and 7 of the top ten 10 largest private equity GPs by AUM. However Chronograph is unique in supporting clients across a wide range of both AUM and strategic spectra. In addition to the success the firm has had at the higher end of the AUM spectrum, greater than 50% of our client base manage under $3bn in AUM.

San Francisco Bay Area

• Standard Metrics is a best-in-class portfolio collaboration tool for funders and founders. Our mission is to facilitate real-time information sharing among all participants in the innovation economy, while allowing VCs to consolidate, analyze and action critical information from their portfolio companies.• Solutions Architects act as Pre-Sales consultative resources to prospects and technical counterparts to BizDev. Part Product expert and part industry SME, we help guide prospects through the Sales cycle by guiding tailored demos, solutioning customer use cases, and incorporating market feedback into our roadmap.• As SA team lead, I act as a player-coach by participating in Enterprise VC deals while building team processes (SA playbook, Closed Lost analysis, etc.), providing product and industry guidance to new SAs and AEs, and working hand-in-hand with Product to build towards our strategic vision of facilitating mission-critical data exchange within the innovation economy.

San Francisco Bay Area

Collaborate across Sales, Product and Client Management to drive commercial initiatives in Private Markets. The role combines elements of strategic alliances, GTM strategy formulation, and technology enablement for IHS Markit's Data Solutions workstreams.

San Francisco Bay Area

The strategic initiatives group works across Private Markets verticals (LP, Venture, GP, Private Credit) to equip service teams with best-in-class automation tools. Our goal is to leverage natural language processing, RPA and bespoke data models to capture information from 'natural state' document flow, improve capture accuracy for clients and reduce manual processing. As a strategic initiatives lead I evaluate and deploy MLAI applications, manage operational change to incorporate new technologies into BAU workflows, and assess ROI for internal stakeholders and client end-users.

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

- In Consulting leadership role, provide proactive training, demos and documentation to clients and internal teams on unique client workflows, new software functionality and internal Eze processes. - Collaborate with management on new initiatives and act as an escalation point for clients and consultants. Coordinate office activities and site visits, and provide assistance in industry networking and charity events. - Engage clients to assess users’ business needs before, during and after OMS implementation. Develop ongoing solutions for client workflows, provide support for fund onboarding, and advise users on best practices for trading, modeling, and compliance.

Eze Software Group

- As a client-facing consultant, I work in a project management role to drive implementation and upgrade projects within the Eze product suite, troubleshoot real-time production issues and provide onsite support and guidance. - The role requires an understanding of client trading and operations workflows, proficiency in extracting and manipulating large volumes of financial data using SQL and the ability to coordinate with in-house support teams (development, product support, compliance, etc.) to best adapt the Eze order management system and associated Eze applications to the client’s needs.- Familiarity with data analytics and modeling, compliance, and reporting. Ability to deploy custom solutions for clients' workflows within the framework of the Eze OMS.

Boston, Ma

- As a member of the Data Management Group, I worked closely with in-house client-facing consultants and third party custodians, administrators and prime brokers to test and implement client data interfaces. - On the Connectivity Support team, I provided assistance with real-time production issues related to electronic FIX trading and data integrity and transmission.

Bachelor Of Science (Bs), Major In Economics-Finance, Minor In Mathematics, Summa Cum Laude

Activities and Societies: Honors Society Bentley Investment Club Habitat for Humanity

Education record