Shlok Badlaney
Portfolio Management/ Valuation at Ares Management
- Role
- Senior Associate at Ares Management
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Shlok Badlaney
Finance professional with specialized expertise in portfolio management, valuation, and financial modeling across private equity, secondaries, and alternative investments. I manage end‑to‑end valuation processes for multi‑billion‑dollar funds, drive NAV accuracy, and deliver analytical insights that support investment decisions, deal execution, and fund performance.At Ares Management, I lead valuation and portfolio monitoring for a $4B 40 Act fund, developing and maintaining advanced DCF, market multiple, transaction comps, and option‑pricing models (Black‑Scholes, Monte Carlo). I present valuation results to Investment Committees and Valuation Committees, partner with operations to streamline reporting, and build scalable processes that enhance efficiency and data integrity.My prior experience at KPMG includes valuing 50+ portfolio companies for private equity and hedge fund clients, performing fair value measurements, scenario analysis, and complex modeling for quarterly reporting. Earlier roles strengthened my foundation in financial statement analysis, regulatory compliance, and client advisory.I bring a track record of improving valuation frameworks, optimizing workflows, and leading cross‑functional teams across geographies. My focus is on transforming complex financial data into clear, actionable insights that drive portfolio performance, risk management, and long‑term value creation.
Experience
Senior Associate
Dec 2024 — Present · New York, NY, US
Developed a comprehensive valuation model to monitor fund performance monthly for a $4B AUM 40 Act fund to ensure reporting on a timely basis and NAV accuracy for the Secondaries team.• Presented monthly valuation drivers and NAVs to Valuation committee and Investment committee to support deal closes and fund raising. Generated reports and presentations to disseminate valuation results to committees, external auditors and investors.• Designed financial models for Discounted Cash Flow (DCF), market multiple, market transactions and option pricing analyses.• Closely coordinated with the operations team to ensure effective completion of deadlines and smooth handoffs.• Developed standardized processes, documented workflows and worked on automation projects to enhance productivity of the team and implement long term streamlined valuation methodologies.• Managed and mentored resources across different locations and time zones to ensure smooth collaboration across the team.
Education
The Institute of Chartered Accountants of India
CA, Accounting and Finance
2015 — 2019
JAI HIND COLLEGE, MUMBAI
HSC, Commerce
2013 — 2015
JAI HIND COLLEGE, MUMBAI
Bachelor of Accountancy and Finance (BAF), Accounting and Finance
2015 — 2018
P G Garodia School (ICSE)
ICSE, ICSE
2013
JAI HIND COLLEGE, MUMBAI
Master of Commerce Part-I, Business/Commerce, General
2018 — 2019
University of Maryland - Robert H. Smith School of Business
Master's degree, Finance
2019 — 2020
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.