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A. Adam Al Wahid, M.M, CIB®, CFP®, CSA®, CRMP®

A. Adam Al Wahid, M.M, CIB®, CFP®, CSA®, CRMP®

PIC Galeri Investasi

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  • Timeline

  • About me

    Investment Analyst Manager at TASPEN Life

  • Education

    • Trisakti University

      2019 - 2021
      Master's degree Financial and Management 3.80 / 4.00

      -Major in Financial and Risk Management-Graduated with high distinction (Cum Laude)

    • Universitas MH Thamrin

      2013 - 2017
      Bachelor's degree Management_Capital Market Concentration 3.76 / 4.00

      Activities and Societies: Head of PR IDEA 2015, Vice President of HIMA AE 2016, Head of Investment Gallery 2016, Capital Market Certification Exam Prep Mentor 2015-2017. - Specialization in Securities Analysis- Graduated with high distinction (Cum Laude)

  • Experience

    • Mandiri Sekuritas

      Jan 2016 - Sept 2016
      PIC Galeri Investasi

    • PT OSO Manajemen Investasi

      Nov 2016 - Mar 2018
      Settlement & Fund Admin

    • Taspen life

      Mar 2018 - now

      Significant Events and Projects:-Part of The Investment Manager Acquisition Team, 2024-Member of The Corporate Action Team for Capital Injection Through a Right Issue in a Privately Held Life Insurance Company, 2024-Led a Project Assignment on Assessing Investment Risk Impact on the Financial Health of an Insurance Company, 2023-Member of the Investment Analysis Application Implementation Team, 2022 Significant Event and Project:Member of the Acquisition Team for Five Investment Management and Insurance Companies to Support Group Financial Services Integration, 2020 Significant Events and Projects:-Assistant Project Manager for the Development of Unit-Linked Products (on the Investment Side), 2018-Member of the Investment Analysis Application Implementation, 2018-Assistant Project Manager for the Preparation of the Company's Long-term Strategic Initiative (2019-2024), 2018

      • Investment Analyst Manager

        Jul 2022 - now

      • Secretary of the Investment Committee

        Aug 2022 - now

      • Assistant Investment Manager

        Sept 2020 - Jun 2022

      • Investment Officer

        Mar 2018 - Aug 2020

    • PT. Taspen Abadi Sentosa

      May 2022 - now
      Secretary Board of Commissioners

  • Licenses & Certifications

    • Wakil Manajer Investasi

      Otoritas Jasa Keuangan
      Aug 2017

    • Pendidikan Pasar Modal Syariah

      TICMI
      Feb 2023

    • Certified Investment Banking®

      Badan Nasional Sertifikasi Profesi
      Dec 2020

    • Manajemen Umum Dana Pensiun

      Lembaga Sertifikasi Profesi Dana Pensiun
      Dec 2021

    • Certified In Life Insurance

      AAMAI.ID
      Dec 2019

    • Certified Securities Analyst

      Badan Nasional Sertifikasi Profesi (BNSP)
      Feb 2023

    • Wakil Perantara Pedagang Efek

      Otoritas Jasa Keuangan
      Sept 2016

    • Wakil Agen Penjual Reksadana

      Otoritas Jasa Keuangan
      Nov 2019

    • Wakil Penjamin Emisi Efek

      Otoritas Jasa Keuangan
      Feb 2019

    • Certified Financial Planner®

      FPSB Indonesia
      Nov 2021