Bogdan P.
Investment Portfolio Manager & Operations Lead
Experience
Jan 2022 - Present
3 years 11 monthsInvestment Portfolio Manager & Operations Lead
- Evaluate 20–50+ startup pitches annually across blockchain, AI, digital assets, and emerging technology sectors; conduct comprehensive due diligence workflows including market analysis, technical assessment, team evaluation, and competitive landscape research—applying rigorous project-based evaluation frameworks to standardize decision-making across deal types.
- Structure investment terms, assess risk-reward ratios, and determine appropriate investment amounts; build and maintain a diversified portfolio of 15–25+ early-stage investments across multiple sectors; manage follow-on funding rounds and co-investment syndication.
- Support day-to-day operations across spot trading, lending, derivatives, and portfolio management products; utilize blockchain explorers, trading platforms, and specialized software to reconcile digital asset activity; execute cash positioning and inventory management for multiple product flows to optimize treasury operations and mitigate risks.
- Monitor portfolio company performance through quarterly reviews and ongoing guidance; maintain knowledge of evolving crypto and tech landscapes; track portfolio KPIs including return multiples, strategic alignment, and risk metrics to inform reinvestment decisions.
- Participate in industry conferences, pitch events, and networking sessions; build relationships with founders, co-investors, accelerators, and ecosystem participants; coordinate across multiple investments and external stakeholders to optimize outcomes.
Mar 2014 - Mar 2021
7 years 1 monthProject Manager/System Administrator
First Mallorca
- Optimized Salesforce platform efficiency by designing and implementing standardized configuration and security protocols, reducing system errors by 35% and accelerating feature deployment cycles by 20%.
- Built automated data validation framework eliminating 8-10 weekly hours of manual reconciliation; improved data accuracy from 78% to 98% across MLS and portal integrations.
- Customized user profiles, roles, sharing rules, and page layouts for 150+ users, enhancing data accessibility and cutting average report generation time by 40%.
- Engineered 50+ tailored dashboards and reports that delivered real-time insights to executives, driving a 25% improvement in sales forecasting accuracy.
- Orchestrated quarterly software update tests and deployments across multiple environments, achieving zero critical post-launch issues over 12 consecutive releases.
- Instituted data integrity standards and cleanup processes that eliminated 10,000+ duplicate records, improving database reliability and boosting user trust in system analytics.
- Evaluated and recommended new Salesforce features, leading to a 30% uplift in process automation and saving 200+ staff hours annually.
- Reduced decision-making cycles by 40% and drove 15% productivity gains through real-time KPI visibility.
- Developed comprehensive training programs and documentation for new hires and existing users, elevating user adoption rates to 95% and reducing support tickets by 50%.
Jan 2008 - Feb 2014
6 years 2 monthsHead of Internship & Professional Development
CECCAR
- Eliminated 67% skills gap between graduate capabilities and industry requirements by conducting comprehensive stakeholder analysis and launching targeted professional workshops, resulting in 88% first-year employment rate (up from 54%).
- Led program management and strategic planning initiatives that scaled internship program by 280% (150 to 420+ participants annually) through curriculum redesign, stakeholder alignment, and partnership expansion.
- Implemented risk mitigation and change control processes across 12 accredited programs, maintaining 95% participant completion rate.
- Achieved national accreditation for 12 professional development programs while maintaining 95% participant completion rate, positioning CECCAR as Romania's premier accounting education provider and increasing program credibility with employers by 89%.
Summary
Strategic Project Manager driving operational excellence across venture capital and enterprise systems. Proven ability to orchestrate multidisciplinary initiatives in high-complexity, fast-moving environments. Unique background combining: (1) Investment expertise—sourcing and structuring deals across emerging tech sectors; building diversified portfolios; guiding portfolio companies through critical growth phases; and (2) Enterprise systems mastery—architecting Salesforce deployments at scale, optimizing workflows, and driving user adoption. I excel at translating complex business challenges into actionable insights, building repeatable processes, and enabling teams to move faster through clarity and structured decision-making. Strong analytical and communication skills—equally comfortable in strategic planning and hands-on execution.
Languages
Romanian
NativeEnglish
AdvancedSpanish
AdvancedEducation
Oct 2006 - Jun 2008
Lucian Blaga University of Sibiu
MBA · Business Administration · Sibiu, Romania
Oct 2002 - Jun 2006
Romanian-German University of Sibiu
BBA · Business Administration · Sibiu, Romania
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