Adnan R. Email & Phone Number

🌟 Profile:Results-oriented consultant acknowledged for strategic thinking, hands-on expertise in Investment Research, Inv. Governance, Risk Management, Operational Due Diligence & Project Management. I have a record of driving business growth, providing turn-key solutions and delivering business goals & objectives. Entrepreneurial mindset with passion for developing ESG products.Experience Highlights🚀:⌛10+ Years in Financial Institutions: Cross-functional roles in local superannuation, investment management, and diversified financial institutions, spanning managerial and senior positions.🌐End-to-End Value Chain Expert: Extensively engaged across the value chain, collaborating with asset owners, fund managers, research houses, product providers, service providers, data vendors, advisors, dealer groups, and retail clients.📊Exclusive Institutional Knowledge: Specialized in strategy, business planning, regulatory compliance, operating models, investment execution, valuation services, and service provider selection and monitoring. Notable clients include MLC, AMP, Perpetual, Industry & Retail Consulting Superannuation, Investment Management & Diversified Financial Institution Clients.📈Strategic Initiatives at Top 50 Fund Managers: Spearheaded transformative projects, renegotiating 30+ contracts and achieving AUD 200k+ in cost consolidation, showcasing robust client relationship management.🔍Consulting Value Propositions: Contributed to value proposition development, Build-Measure & Learn cycle, business expansion, and elevated brand recognition through developing service & product offerings in the investment and superannuation sectors.💼Product Management: Managed superannuation and retirement products, overseeing product & fee management, product disclosure statement updates, investment governance, investment selection & termination, and relationship management responsibilities at multiple large asset owners.🗝️Strategic Decision-Making at multiple Superannuation Trustees Board, Investment Committee & Management level: Advised on investment governance, performance monitoring, advice reviews, investment research, sector generalist, remediation projects, risk management strategy, and advocated for best practice advisory & helped deliver strategy and business plans across reporting forums.✨ Seeking a Refreshing Perspective? Let's Connect!If you're looking for a seasoned consultant with a track record of success, let's have a candid conversation. I'm here to discuss your unique needs and craft solutions to help you achieve your goals🚀!!

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  Investment Risk Manager

  Ngs Super

  May 2024 - Present