Open to opportunities

Raj Naik

@rajnaik1

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AI and Tech Consultant building intelligent agents and adoption programs for operational efficiency.

Australia

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What I'm looking for

I’m looking to help organisations adopt AI—building intelligent agents and tools—while partnering on digital transformation, risk-aware planning, and continuous learning that boosts operational efficiency.

I’m an AI and Tech Consultant focused on rollout, implementation, and adoption of artificial intelligence solutions across organisations. At Bendigo Kangan Institute, I apply AI and machine learning concepts to develop intelligent agents, tools, and Microsoft applications that improve operational efficiency and innovation.

Alongside hands-on AI enablement, I’ve driven digital transformation outcomes through the Project Management Office—supporting initiatives like disaster recovery planning, cross-tenant synchronisation, and establishing a PMO framework. In parallel, I bring operations-focused experience from major investment banks, where I built a strong foundation in process optimisation and stakeholder collaboration.

My background also spans investment and consultancy work, including right due-diligence, market sentiment and volatility tracking, and performance attribution through portfolio holdings and investment strategy work. This blend of AI delivery, transformation planning, and data-driven financial analysis shapes how I help teams turn concepts into practical, measurable results.

Experience

Work history, roles, and key accomplishments

Current

AI and Tech Consultant

Current

Bendigo Kangan Institute

Apr 2025 - Present (1 year)

Led the rollout, implementation, and adoption of AI solutions across the organisation, applying AI and machine learning concepts to build intelligent agents, tools, and applications that improve operational efficiency and innovation.

Power Platform AI Adoption AI Machine Learning Concepts AI Agents AI Application Development

Current

Assistant Project Manager

Current

VETASSESS

Oct 2021 - Present (4 years 6 months)

Supported a multi-level portfolio of projects by preparing procurement plans, submitting RFP/RFQ tenders, and assisting with digital transformation project management. Contributed to disaster recovery planning and established project management guidelines, charter, and tools.

RFP Project Management Office (PMO)Digital Transformation Disaster Recovery Planning Project Charter Development Project Guidelines Cross Tenant Synchronisation

Portfolio Manager

Self Managed

Jun 2017 - Jul 2025 (8 years 1 month)

Managed listed investments across Australia and India, performing right due diligence before selecting investments. Monitored market sentiment and volatility, analysed market data, and published weekly 'Monday Market Movers (3Ms)'.

Due Diligence Listed Investment Management Market Sentiment Analysis Market Data Investment Research Weekly Market Reporting

Principal Consultant

Oracle Financial Services Software

Nov 2007 - May 2017 (9 years 6 months)

Advised clients on portfolio holdings and investment strategies, performing quality analysis and performance attribution to explain portfolio movements. Produced expert market commentary covering client investment performance and drivers.

Investment Strategy Market Commentary Client Advisory Financial Analysis Portfolio Performance Interpretation

Corporate Actions Analyst

Jpmorgan Chase

Feb 2006 - Nov 2007 (1 year 9 months)

Worked on the GLOBAL Reference Data Team for Corporate Actions in Mumbai, supporting reference data activities for corporate action processing. Collaborated within a global team environment on corporate actions reference data work.

Corporate Actions Financial Data Data Management Financial Operations