Chief Deputy Treasurer
Current
San Bernardino County Atc
Feb 2023 - Present
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Parth Bhatt Email & Phone Number
Chief Deputy Treasurer | Chief Investment Officer | Professor of Finance
at
University of California, San Diego - Rady School of Management
2 work emails found
@sbcounty.gov
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Deputy Treasurer | Chief Investment Officer | Professor of Finance
Location
Los Angeles Metropolitan Area, United States
Who is Parth Bhatt? Overview
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Quick answer
Parth Bhatt is listed as Chief Deputy Treasurer | Chief Investment Officer | Professor of Finance at University of California, San Diego - Rady School of Management, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at sbcounty.gov and a matched LinkedIn profile for Parth Bhatt.
Parth Bhatt previously worked as Chief Deputy Treasurer at San Bernardino County Atc and Adjunct Professor Of Finance at University Of California, San Diego - Rady School Of Management. Parth Bhatt holds Ma, Economics from California State University, Fullerton.
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Email format at University of California, San Diego - Rady School of Management
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{first_initial}{last}@sbcounty.gov
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AeroLeads found 2 current-domain work email signals for Parth Bhatt. Compare company email patterns before reaching out.
Profile bio
About Parth Bhatt
I am a fixed income professional with extensive experience in all aspects of fund/portfolio management. I have managed institutional portfolios consisting Treasuries, Agencies, Investment Grade Corporate bonds, Municipal bonds, Asset Backed Securities and Money Market Securities across a broad spectrum of fixed income strategies.
Listed skills include Bloomberg, Portfolio Management, Investments, Fixed Income, and 24 others.
Current workplace
Parth Bhatt's current company
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University Of California, San Diego - Rady School Of Management
AeroLeads page
8 roles
Parth Bhatt work experience
A career timeline built from the work history available for this profile.
Adjunct Professor Of Finance
Current
Apr 2022 - Present
Chief Investment Officer
Manage $6 billion in total assets under the County’s IPS and AAA/S1 Fitch rating guidelines with globally diversified credit exposure and variety of different fixed income security typesResponsible for portfolio construction, industry/sector allocation, trade execution (electronic and voice), credit analysis and complianceSupervise the investment team consisting of an assistant investment officer and two credit analystsLead/direct investment process to review portfolio performance, attribution, market/credit conditions for the Treasurer and senior management and to enhance operational and performance efficiency Lead the credit process with the team of credit analyst to deep dive into the County’s credit exposureCo-ordinate and monitor outside investment managers that manage specialized municipal portfoliosPresented portfolio management seminars at various industry conferences
Sep 2016 - Feb 2023
Portfolio Manager
Orange County Treasury
Managed approximately $9 billion in total assets across two different strategies; two AAAm rated money market funds by S&P and a total return bond fund to maximize potential total return & earnings Lead a team of four including a Jr. Portfolio Manager, Credit Analyst and 2 student internsCreated multiple tools to enhance analytics for portfolio management, credit analysis and trade execution functionsDirect credit analyst on idea generation to approve new credits for inclusion in the portfolios
Jun 2015 - Aug 2016
Assistant Portfolio Manager
One of five members of the PM team responsible for managing portfolios for about $9 billion of AUMManaged/created portfolios of short and long duration consisting of Treasury, Agency, Corporate, Municipal (Taxable & Tax-Exempt) and ABS sectors, including REPO and collateral accountsExecuted security swaps and relative value trades to maintain portfolio characteristics in line with benchmarks, client risk profiles and other risk parametersMember of the firm’s Portfolio Management, Quantitative Analysis and Credit Committees Designed various tools by integrating Bloomberg, Tradeweb and Market Axess to track live changes in security prices, provide accurate bid/ask spreads and treasury spots ratesHelped redesign the firm’s proprietary quantitative model that dictates the duration and sector weights for different portfolio strategies based on expectations of future yield curve movements
Jan 2015 - Jun 2015
Portfolio Management, Associate
Executed trades on behalf of the portfolio managers to maintain/align portfolio characteristics with clients' IPS constrains and the firm’s proprietary quantitative modelFollowed energy, rail and utility sectors for in depth analysis into bond covenants, capital structure and corporate actions Served as a leader for the implementation of Bloomberg’s portfolio attribution system and a point person for educating the PM team about system features and the meaning of the attribution output to be communicated to clientsDesigned a proprietary tool for ranking all approved issuers based 10 years of historical financial ratios to provide unbiased quantitative view of the issuers’ relative creditworthiness Published white paper entitled Portfolio Construction – Taking Advantage of Volatility and Asset Correlations through Portfolio Rebalancing
Mar 2012 - 2014
Investment Analyst
Orange County Treasurer/ Tax Collector'S Office
Co-manage approximately $50 million portfolio in compliance with the County's IPS in accordance with the weighted-average maturity/life and issuer limits using BloombergCommunicate with brokers to obtain yield indications on various existing and potential investment securitiesAssist chief and assistant portfolio managers in managing $6.5 billion in fixed income securitiesPerform sensitivity analysis on corporations to stress test their ability in servicing their debt in a challenging economic environment Analyze commercial paper programs and give credit recommendations to the Treasurer's Investment CommitteeAnalyze municipal bonds and various other securities to approve them as possible issuersResearch and analyze new companies for possible inclusion into County's portfolio based on corporate ratings Responsible for weekly presentation of economic and market indicators to foster discussion and vote on portfolio's target weighted-average maturity and the direction of future monetary policy Research and analyze market and economic developments using BloombergPrepare monthly ratings and portfolio composition reports
Aug 2008 - Mar 2012
Marketing Representative
Sharp Electronics Corporation
Served as a liaison and relationship builder between retailer and Sharp ElectronicsEducated store representatives and developed client relationshipsConducted product demonstrations for customersLead sales representative training for newly hired employees
Sep 2006 - Jan 2009
5 education records
Parth Bhatt education
Ma, Economics
California State University, Fullerton
Ba, Economics
California State University, Fullerton
Economics
Fullerton College
Diploma, Computer Technology
University Of Mumbai
Education record
Cfa Level Iii Candidate
FAQ
Frequently asked questions about Parth Bhatt
Quick answers generated from the profile data available on this page.
What company does Parth Bhatt work for?
Parth Bhatt works for University of California, San Diego - Rady School of Management.
What is Parth Bhatt's role at University of California, San Diego - Rady School of Management?
Parth Bhatt is listed as Chief Deputy Treasurer | Chief Investment Officer | Professor of Finance at University of California, San Diego - Rady School of Management.
What is Parth Bhatt's email address?
AeroLeads has found 2 work email signals at @sbcounty.gov for Parth Bhatt at University of California, San Diego - Rady School of Management.
Where is Parth Bhatt based?
Parth Bhatt is based in Los Angeles Metropolitan Area, United States while working with University of California, San Diego - Rady School of Management.
What companies has Parth Bhatt worked for?
Parth Bhatt has worked for San Bernardino County Atc, University Of California, San Diego - Rady School Of Management, County Of San Bernardino, Orange County Treasury, and Chandler Asset Management.
How can I contact Parth Bhatt?
You can use AeroLeads to view verified contact signals for Parth Bhatt at University of California, San Diego - Rady School of Management, including work email, phone, and LinkedIn data when available.
What schools did Parth Bhatt attend?
Parth Bhatt holds Ma, Economics from California State University, Fullerton.
What skills is Parth Bhatt known for?
Parth Bhatt is listed with skills including Bloomberg, Portfolio Management, Investments, Fixed Income, Economics, Market Research, Eviews, and Mutual Funds.
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