Pengzhi Xu, ACA, CFA, currently serves as a Senior Associate in Portfolio & Fund Management at Carlyle Aviation Partners, starting in January 2024. Prior to this role, Pengzhi Xu worked at Deloitte from October 2016 to January 2024, holding positions as a Financial Advisory Manager in Corporate Finance and DQuant Complex Instrument Valuation, as well as an Audit Assistant Manager in Financial Services. Key accomplishments include modeling cash flows for extensive mortgage portfolios, performing CLO subordinate tranche valuations, and fair-valuing incentive schemes for M&A projects. Educational qualifications include a CFA from the CFA Institute, an FAE from Chartered Accountants Ireland, an M.Sc. in Finance from Trinity College Dublin, a Deep Learning Certificate from Coursera, and a Bachelor's in Finance and English from Tianjin Foreign Studies University.
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