Rohit Beri Email & Phone Number

Bengaluru, KA, IN

Singapore, Singapore, SG

Singapore, Singapore, SG

Data-driven InvestingDeveloping quantitative investment and trading strategies in equity markets

Singapore, Singapore, SG

Bengaluru North, Karnataka, IN

Bengaluru North, Karnataka, IN

Santa Clara, CA, US

Melbourne, Victoria, AU

• Successfully set-up and managed Asia cross-asset investment solutions business for ANZ with focus on Family Offices and Private Banks.
• Developed high-performing team to drive innovation in investment and financing solutions.
• Structured and distributed investment and financing solutions across assets classes.
• Advising and structured quanta-mental investment strategies for the family offices.
• Set-up and lead FX flow (including FX options) business catering to Private Banks and Family Offices.

• Founder & CEO of deep value quantitative equity hedge fund.
• Investing in listed US equities using statistical models in low-frequency mode.
• Returns - During 9 months of active investments, fund delivered Alpha of 6%

Montrouge, -, FR

• Managed institutional sales & structuring for fixed income markets (FIM).
• Established and led white-labelling business; targeting corporate business while transferring the credit risk to local bank for a small fee.
• Successfully transformed bank’s business from exotics to plain-vanilla products post credit crisis.
• Established INR Debt Capital Markets (DCM) business for the bank in India.
• Managed relationship with Reserve Bank of India (RBI).
• Successfully handled litigations and negotiations concerning FIM business along with Distressed Assets Team.

Stanford, CA, US

• Sloan Fellow Program (MSx) is a one year full-time business program meant for people with significant experience (8-20 years).
• Research paper on CDS Regulations in India - Challenges and Opportunities under Prof. Darrell Duffie.
• Research Project on Informational Arbitrage in US Equity Markets under Prof. Charles Lee.
• CFO of Sloan Investment Fund - Student run long only equity fund.
• Co-Chief Technology Officer for the class.

New York, New York, US

• Expanded structured products business in North India and Coimbatore
• Successful development of Public Sector Enterprise (PSE) segment and Mid-cap segment

Mumbai, Maharashtra, IN

• Established FX & Derivative business in North India, earning ICICI a top-3 ranking among North Indian banks
• Achieved 15 times growth in revenues over 18 months period

New York, New York, US

• Managed channel finance & securitization of receivables business in North India
• Tied up with large corporate clients to provide funding to their dealers and vendors and increased business by 30%

• Extensive experience in audit, taxation, and commercial law
• Tax structuring
• Successfully represented clients in tax disputes

• Represented 15-20 SME units based in Amritsar
• Successfully forayed into luxury segment by forming a first-of-its-kind 4-way alliance to compete with large organised players

Master Of Science (Ms), Business Administration And Management

Data Science

Analytics

Chartered Financial Analyst, Investments Analysis

Ca, Accounting & Taxation

B. Com, Commerce

Diploma In Computer Studies, Computer Science