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Anton Srdanovic

Sr. Consultant, Investment Data, Performance Analytics & Reporting

Overview

Anton Srdanovic is a senior investment operations and performance analytics professional with more than 30 years of experience across the investment management industry. As both a consultant and senior management practitioner, he has led large-scale initiatives in investment performance measurement, data management, risk analysis, and client reporting, serving institutional and wealth management organizations worldwide.

 

At C&A Consulting, Mr. Srdanovic provides strategic and operational leadership in performance analytics transformation and investment data architecture, helping firms enhance accuracy, efficiency, and regulatory alignment. His work integrates technology, governance, and operations to deliver scalable, high-quality investment reporting solutions across traditional and alternative asset classes.

Experience & Leadership

Mr. Srdanovic’s career combines technical depth and practical leadership across transformation, operations, and data strategy initiatives for leading financial institutions and asset owners.

 

  • Investment Management & Performance Measurement Expertise – Over three decades managing enterprise investment operations with deep specialization in performance measurement, client reporting, and data quality frameworks across institutional and wealth management segments.

 

  • Transformation Leadership – More than 15 years of experience leading modernization and operating-model restructuring programs for pensions and endowments. He has driven organizational efficiency, accuracy, and timeliness through process redesigns, technology platform implementations, and optimized sourcing strategies balancing in-house and outsourced functions.

 

  • Technology & Data-Driven Modernization – Guided investment firms in re-engineering operating models around emerging technologies, ensuring data integrity and cross-divisional integration between front, middle, and back-office functions. Designed fit-for-purpose controls around investment data, improving both quality and cost efficiency by engineering defects out of core processes.

 

  • Governance & Operating Platform Development – Led full-scale operating model replacements encompassing governance, business process, and technical systems redesign to deliver turnkey operational capabilities for institutional and retail investment programs.

 

  • Analytics, Benchmarking & Regulatory Programs – Supported institutional consulting and benchmarking programs, and designed frameworks meeting stringent banking fiduciary, FINRA, and SEC performance reporting requirements for both separate and commingled investment portfolios.

 

  • Institutional & Pension Experience – Provided advisory and execution support for private and public pension funds, including due diligence on investment managers, asset transition planning, custodial RFPs, performance-measurement framework design, and pension board presentations.

 

His client engagements include major organizations such as Delta Air Lines, United Technologies, Citigroup, and the State of Wisconsin Investment Board (SWIB).

 

Core Expertise

  • Investment Performance Measurement & Reporting
  • Investment Operations Transformation
  • Institutional & Pension Consulting
  • Technology Integration & Workflow Automation
  • Data Management & Quality Control
  • Governance & Operating Model Redesign
  • Risk Analytics & Client Reporting
  • Regulatory Compliance (FINRA / SEC / Fiduciary Standards) 

Education & Certifications

  • M.B.A., New York University, Stern School of Business
  • B.S. in Electrical Engineering, Union College
  • CIPM Certification, CFA Institute
  • Project Management Professional (PMP)