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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 Property

Skills

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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