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Rob Bhullar Email & Phone Number

Analysis Leader in Investment & Fintech space at Orbis Investments
Location: Vancouver, British Columbia, Canada 8 work roles 2 schools
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Current company
Role
Analysis Leader in Investment & Fintech space
Location
Vancouver, British Columbia, Canada
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Who is Rob Bhullar? Overview

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Rob Bhullar is listed as Analysis Leader in Investment & Fintech space at Orbis Investments, a company with 370 employees, based in Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Rob Bhullar.

Rob Bhullar previously worked as Reporting Analyst at Orbis Investments and Product Manager at Broadridge. Rob Bhullar holds Bachelor Of Science (B.Sc.), Major: Pure Mathematics, Minor: Business Administration from Simon Fraser University.

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Orbis Investments

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Profile bio

About Rob Bhullar

Results oriented professional with skills to transform data from various sources into actionable insight for decision making. Ability to operate from both a business and IT perspective, understanding the needs of both areas and ensuring requirements are clearly documented and communicated in a common language. Strong analytical and problem-solving skills, successfully developing methodology to deal with both corporate issues and conflict resolution. Performance calculations, attribution analysis and financial analytics experience for leading money management firm. Comprehensive knowledge of Software Development Life Cycle with thorough understanding of Agile Methodology gathering requirements, analysis/design, development and testing. Technical Tools: Financial Modelling, SQL, Database Management, Power BI Software: Factset, Dataphile, Bloomberg, Thomson Reuters, Baseline, Office 365, JIRA

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Orbis Investments
Orbis Investments
Analysis Leader in Investment & Fintech space
hamilton, bermuda
Website
Employees
370
AeroLeads page
8 roles

Rob Bhullar work experience

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Reporting Analyst

Current

Vancouver, British Columbia, Canada

Collaborate closely with internal accounting and operations teams to conduct complex calculations and detailed analytics, providing insights into business performance. Lead technology-driven project aimed at streamlining processes using Power BI.

Dec 2021 - Present

Product Manager

United States, Canada

Developed multiple product roadmaps including Portfolio and Performance products for global Fintech leader on teams in Canada and United States using Agile Methodology. Defined product target market, developed business requirement documents, and determined product line’s profit & loss for billable development items while ensuring client engagement by.

Oct 2015 - Dec 2018

Application Analyst

Vancouver, British Columbia, Canada

Provided advanced software/systems support serving as a Subject Matter Expert for application procedures and support knowledge including Portfolio & Performance modules. Responsibilities included resolving client issues by reviewing business software specifications, Progress program code and configuration, SQL queries, and conducting performance analysis.

Jan 2013 - Oct 2015

Financial Review & Budget Analyst

Burnaby, British Columbia, Canada

Prepared and reviewed complex financial performance reports and participated in annual accounting of subsidized non-profit societies. Directed annual budget process review interpreting a variety of operating agreements. Developed procedures and processes to fit business standards. Assessed and adjusted subsidy payments effected by mid-year budget revisions.

Jan 2012 - Jan 2013

Client Executive

Vancouver BC, Victoria BC

Led team that enhanced client experience by conducting in-person meetings and assessing product enhancements. Created detailed reports on product experience, software data requirements, and client training required.

Feb 2010 - Mar 2011

Research Analyst

Vancouver, British Columbia, Canada

Provided analytical and research support for Portfolio and Institutional Managers ($70B under management) including performance calculations, attribution analysis, financial modeling and holdings-based analytics. Responsible for market data analysis included in quarterly Institutional & Retail reports for Canadian, Overseas and Global Funds. Developed.

Sep 2005 - Aug 2009

Client Relations Specialist

Vancouver, British Columbia, Canada

Subject Matter Expert for Credential Group’s products, services, policies, procedures and systems providing information by phone to credit union representatives, investors and dealers. Resolved concerns with investor accounts, and assisted credit union representatives by analyzing their needs and determining solutions in a high-pressure environment. Kept.

Oct 2004 - Sep 2005

Project Manager / Qa Analyst

Burnaby, British Columbia, Canada

Performed QA testing on SAAS software for two quarterly releases. Developed comprehensive report for CEO and management team reviewing performance of departments during software release. Managed ten individuals developing documentation for new software release.

Jun 2000 - Nov 2001
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Colleagues at Orbis Investments

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2 education records

Rob Bhullar education

FAQ

Frequently asked questions about Rob Bhullar

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What company does Rob Bhullar work for?

Rob Bhullar works for Orbis Investments.

What is Rob Bhullar's role at Orbis Investments?

Rob Bhullar is listed as Analysis Leader in Investment & Fintech space at Orbis Investments.

Where is Rob Bhullar based?

Rob Bhullar is based in Vancouver, British Columbia, Canada while working with Orbis Investments.

What companies has Rob Bhullar worked for?

Rob Bhullar has worked for Orbis Investments, Broadridge, Bc Housing, Thomson Reuters, and Phillips, Hager & North Investment Management.

Who are Rob Bhullar's colleagues at Orbis Investments?

Rob Bhullar's colleagues at Orbis Investments include Stanley Mpho Motsamai, Sona Bae, Angela Ordway, Jemma Bailey, and Mikio Usui.

How can I contact Rob Bhullar?

You can use AeroLeads to view verified contact signals for Rob Bhullar at Orbis Investments, including work email, phone, and LinkedIn data when available.

What schools did Rob Bhullar attend?

Rob Bhullar holds Bachelor Of Science (B.Sc.), Major: Pure Mathematics, Minor: Business Administration from Simon Fraser University.

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