Rohan Bhatia
Senior Analyst @CIBC
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WORK HISTORY
Senior Analyst @CIBC
Toronto, ON, CA
Deliver portfolio analytics across multi-manager and fund-of-fund solutions, supporting manager research and investment decision-making-Conduct performance attribution, factor/style analysis, stress testing, and VaR using Bloomberg PORT and in-house tools-Collaborate with investment, product, and compliance teams to provide timely data-driven insights for portfolio construction and asset allocation-Contribute to research on portfolio construction frameworks and risk management practices.
EDUCATION
University of Waterloo
Bachelor's of Arts in Economics with a specialization in Finance, Minor in Management Studies
ABOUT ROHAN BHATIA
My background combines: Quant & Technical Skills – Python, SQL, Bloomberg PORT, FactSet, and VBA for building automated reporting, dashboards, and advanced analytics. Allocator & Consulting Experience – worked with institutional clients, pension plans, and family offices on asset allocation, manager selection, and performance/risk attribution. Investment Philosophy – a quantamental and cycle-aware approach, blending data-driven insights with fundamental judgment, always anchored in risk-first discipline. Highlights of my journey so far: Supported fund-of-funds and multi-manager solutions at CIBC, delivering analytics that guide portfolio construction and asset allocation decisions. Conducted manager due diligence and research at Eckler, preparing tailored portfolio recommendations for institutional clients with AUM up to $2.5B CAD. Built automated tools at Hillsdale and TD Asset Management to streamline reporting and portfolio analytics for PMs and clients. I hold a BA in Honours Economics (Finance specialization) from the University of Waterloo and have completed all three levels of the CFA Program (awaiting Level results). I’m now preparing for a move to Dubai/UAE, where I’m excited to contribute to the family office, asset management, or allocator community — bringing a blend of quant skills, allocator perspective, and investment consulting experience. If you’d like to connect on opportunities or insights in the region, I’d be glad to chat.
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