Rohan Bhatia Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Servicing 10+ DB & DC pension plan and insurance clients across various industries by producing and delivering periodic investment performance and monitoring reports
• Co-leading research on Canada’s leading record keepers and worked on conducting regular due diligence and assessments for DC clients
• Coding for the investment technology team, utilizing C# for back-end development to automate reports and eliminate manual inefficiencies
• Collaborating on DB pension plan portfolio… Show more
• Collaborating on DB pension plan portfolio rebalancing, letter of direction drafting, and monthly deliverable production as part of ad-hoc projects
• Facilitated direct client communication and acted as a liaison with custodians, record keepers, and asset managers on behalf of clients Show less

Toronto

• Architected a sophisticated portfolio analyzer, providing real-time analytics and insights to support Portfolio Managers in constructing portfolios
• Developed an accompanying comp sheet tool with customizable views for portfolio analysis to help make strategic and tactical changes
• Prepared comprehensive analyses, charts, and reports for papers and client communication, delivering key findings during team market and economic discussions

Toronto, Ontario, Canada

• Developed a Value at Risk decomposition model which calculates risk attribution for asset mixes against liability profiles of Pension Funds
• Elevated the model’s capabilities by scaling it to handle 10,000 cases, surpassing the previous threshold of 1,000 cases, while ensuring rigorous testing for Multicollinearity and Fit
• Streamlined reporting procedures by identifying inefficiencies and implementing VBA macros for automation, resulting in increased efficiency and accuracy

Waterloo, Ontario, Canada

• Preparing presentations and pitching to the Arts Student Union to secure funding for expenses to be carried out throughout the term
• Administered the Economics Society budget handling 6000 CAD worth of funds for the semester

• Prepared monthly product performance reports for investors, investment advisors and internal management
• Conducted ad-hoc data clean up in client fee billing system to remove clawback fee errors
• Automated processes by identifying and removing inefficiencies in monthly deliverables

Toronto, Canada Area

• Created 2 financial sales dashboards for CT’s Retail and International e-commerce teams using AI-Driven ThoughtSpot
• Conducted customer behaviour research and market analysis for brand managers with big data on KNIME to improve future product assortment
• Reported monthly sales metrics and expenses as well as created detailed financial decks used by executives

Waterloo, Ontario, Canada

• Preparing presentations and pitching to 4 Endowment Funds to secure funding for expenses for events with over 170 students
• Approved expenses, filed sponsorship claims and prepared the budget for the next semester

Toronto, Canada Area

• Effectively built 2 new cost models which reduced reporting process time by 23%
• Analyzed and broke down IT development costs, presented the findings and recommendations to the IT management team monthly
• Monthly maintenance of Head-Count, Maintenance cost reports, and project tracking reports

Ontario, Canada

Dubai, United Arab Emirates

Intern at the Accounting and Finance Department. Implemented a Fixed Asset Management System for the organization.System Included: Verification of Fixed assets, Tagging and Eliminating ’Ghost’ Assets from the Register.