Rohit Bhatia
Business Manager, Global Markets at Barclays | 5+ Years in Financial Analysis, Capital Planning, M&A & Portfolio Strategy
- Role
- Business Manager - Client Strategy at Barclays
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Rohit Bhatia
Markets and corporate development professional with 5+ years of experience supporting capital allocation, valuation, M&A analysis, and portfolio strategy across Financial Services, TMT, FinTech, and Energy sectors.Currently partnering with senior leadership at Barclays Global Markets to deliver transaction analysis, investment committee materials, portfolio insights, and executive decision support across Emerging Markets businesses. My role spans scenario and sensitivity analysis, capital planning, credit assessment, and inorganic growth evaluation, supporting both performance management and long-term value creation.Previously, I worked in advisory and consulting environments delivering valuation models (DCF, comps), market and competitive assessments, due diligence, and investment materials, supporting M&A screening, growth planning, and portfolio decisions. I’m experienced in translating complex financial, market, and regulatory data into clear, decision-ready insights for senior stakeholders.Technically proficient across Bloomberg Terminal, Capital IQ, PitchBook, Excel, Tableau, SQL, and Python, with a strong foundation in economics and applied financial modeling. I’m particularly interested in opportunities at the intersection of Markets, Corporate Development, and Strategy, where rigorous analysis supports disciplined capital allocation.
Experience
Business Manager - Client Strategy
Mar 2025 — Present · Mumbai, IN
Partner with Global Markets leadership to develop transaction, valuation, and capital-allocation analyses, producing investment committee and Steering Committee materials.• Execute scenario, sensitivity, and downside-risk modelling across asset classes to assess capital deployment options, inorganic growth opportunities, and risk-adjusted returns.•Evaluate $50M+ cost and productivity initiatives, quantifying run-rate savings, balance-sheet implications, and execution risk to inform senior decision-making.•Develop Confidential Information Memorandum (CIM)–style investment dashboards and analyses using Excel, Tableau, Python, Bloomberg, and Capital IQ to support portfolio review and capital efficiency assessment.•Synthesize competitive, regulatory, and market intelligence across $15M+ asset-manager portfolios, informing investment positioning and growth prioritization.•Perform credit, valuation, and M&A analysis supporting pre- and post-merger integration, including synergy evaluation, capital structure impact, and return assessment.•Institutionalize monthly MIS and executive reporting frameworks using Excel, SQL, Tableau, and Power BI, reducing manual effort by 20+ hours per month.•Prepare 22 executive-level intelligence briefs, distilling complex market data into actionable insights for leadership and clients.•Support UK onsite engagements, contributing to leadership reviews, stakeholder alignment, and cross-regional execution.
Education
Indian Institute of Management Bangalore
Advanced Corporate Strategy, Business Administration and Management, General
2024
Delhi University
Bachelor's degree, Economics
2015 — 2018
Indian Institute of Management Bangalore
IIM Bangalore – Generative AI & Business Transformation, Generative AI, Artificial Intelligence (AI), Business Transformation
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