Adrian Stefan, CFA, CAIA, CIPM, FDP, CDMP
Investment Operations and Analytics Expert
Munich, Germany
As business enabler, with 12+ years of experience in complex matrix functions, I bridge the gap between Investment Management and Technology. Digitally savvy with an automation and business-oriented mindset, I promote an integrated digital strategy and platform-oriented architecture to drive the business productivity. I am experienced with leading both in house and nearshore cross-functional teams in an agile framework, and collaborating with senior stakeholders and executives. Highly driven, with a hands-on and can do attitude, I’m eager to learn and solve complex problems at the intersection of business, technology and innovative thinking. Thanks to the fluency in four languages (English, German, Italian, Romanian) and the international living experience, I easily adapt and thrive in multicultural environments and I value the diversity of thought. Passionate about Alternative Investments, Fintech, ESG, Sustainable and Impact Investing.
Domain experience
Relevant Total Experience: 12 years
Seniority Level: Senior
Sector Experience:
Alternative Finance Asset Management Bank Platform Software Casualty Data and Analytics Data Processing and Entry Services Data Processing and Outsourced Services for Banking Industry Data Processing and Outsourced Services for Insurance Industry Data Processing and Outsourced Services for Investment and Capital Markets DLT and Cryptocurrencies Financial Data Feeds Institutional Investment Advice Insurance Investment Company Investment Funds IT Consulting Services to Insurance Industry IT Consulting Services to Investment and Capital Markets Life Insurance PropertySkills
Skilled in: Project Management Office (PMO), Financial Due Diligence, Technical Due Diligence, Financial Planning & Analysis (FP&A), Corporate Governance & ESG, Controlling
Technical Skills: SPSS, SQL, R, Microsoft Excel, PowerPoint, SAP, Bloomberg, Microsoft Office, Blockchain, Tableau, Python
Languages: German, Italian, English, Turkish, Romanian
Work Experience
Allianz
Senior Investment Analyst
●1/5/2015
- 31/3/2020
Investment and Performance Analytics o Consulting on Performance Calculation topics (SAA, TAA, Benchmark allocation processes, Benchmarks management) o Support and guidance in the usage of Management Information System Tools (Explorer and Analysis Studio) and the standardized reporting o Investment Portfolio analysis Product Management and Client Services o Key Account Management in Investment Management Solutions for Allianz Investment Management DACH Region Data Cycle Management and Data Warehouse o Expertise and Subject Matter Expert in the implementation of "Golden Source" deliveries, Master Data interfaces, Data Management processes ( Data Acquisition, Standardization, Data Quality and Governance) o Assistance and support on MIS and Investment Analytics data flow processes o Data Governance of local and market data (Bloomberg, Thomson Reuters, Simcorp, S&P) deliveries Project and Change Request Management o Business Analysis and Coordination with IT and Specialists on internal and external change requests e.g. ESG, Alternative Investments data, Derivatives o Management, implementation, testing and coordination local projects i.e. migration of data pools, set up or enhance exports and reports Investment Process Digitalization o Contribution to digitalization of the client processes with relevance to operational efficiencies: enhanced controls, deliver process improvements, automatization and optimization, adherence to industry standards and performance insight o Identification and prioritization of improvements and new analytic capabilities resulting in staff and time reduction o Stimulation of a continuous improvement culture, testing, and deployment of new technologies
Allianz
Senior Financial and Business Controller
●1/2/2010
- 31/5/2015
Financial Analytics and Business KPIs o Analysis of quarterly and monthly financial results (deviation analysis, forecasting and budgeting), preparation of internal and external disclosure, local and headquarter reporting o Modeling of cross-series and time-series analysis of internal LoBs development o Carve out P&L and Portfolio Core and Specific Claims KPIs, Line of Product Profitability Heat Maps, Digital KPIs Financial Data Management and Corporate Data Warehouse o Focal Point on the assessment and development phase of the Data Warehouse corporate project o Contribution to continuous improvement of the business management information and financial reporting processes
Allianz
Cost Controller
●1/7/2009
- 31/1/2010
Supported the cost controlling process in the CFO area (reporting, analyzing by nature and by cost centers, modeling, in-depth analysis for Top Management) with operative and project management responsabilities, and cross-functional collaboration
Education
MIT Sloan School of Management
1/1/2017
- 31/1/2018
MIB Trieste School of Management
1/1/2013
- 31/1/2015
Udacity
1/1/2020
- 31/1/2020
Università degli Studi di Milano
1/1/2007
- 31/1/2009
Università degli Studi di Milano
1/1/2005
- 31/1/2007
University of Bucharest
1/1/2001
- 31/1/2005
Catholic University of Eichstätt-Ingolstadt
1/1/2003
- 31/1/2003
Udacity
1/1/2020
- 31/1/2021
Udacity
1/1/2020
- 31/1/2021
Licenses / Certificates
CAIA Association
UniFi by CAIA™ Private Debt Microcredential
●1/4/2023
Carruthers and Jackson
Carruthers & Jackson CDO Summer School 2022
●1/9/2022
Nasdaq Advisor Academy: Digital Assets
Nasdaq Advisor Academy: Digital Assets Course Certificate
●1/4/2022
CFA UK
Certificate in ESG Investing
●1/8/2021
DataRobot
AutoML Starter
●1/1/2021
DevOps Institute
DevOps Leader (DOL)® Certification
●1/12/2020
DAMA-I
Certified Data Management Professional CDMP®
●1/11/2020
Scrum.org
Professional Scrum Master I
●1/10/2020
Scrum.org
Professional Scrum Product Owner I
●1/10/2020
Snowflake
Hands On Snowflake - WebUI Essentials
●1/9/2020
Alteryx
Alteryx Designer Core Certified
●1/8/2020
Collibra
Collibra Expert I
●1/8/2020
Collibra
Collibra Expert II
●1/8/2020
Dataiku
Dataiku Core Designer
●1/8/2020
UiPath
RPA Business Analyst Foundation
●1/8/2020
EDHEC-Risk Climate Impact Institute
Investment Management with Python and Machine Learning
●1/4/2020
FDP Institute
FDP Charterholder
●1/12/2019
Coursera Course Certificates
Applied Data Science Specialization
●1/7/2019
Coursera Course Certificates
IBM Data Science Professional Certificate Specialization
●1/7/2019
CFA Institute
Certificate in Investment Performance Measurement (CIPM)
●1/5/2019
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