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Rajan Bawa
Senior Institutional Portfolio Analyst at Fund Evaluation Group, LLC
About
Rajan Bawa is a Senior Institutional Portfolio Analyst at Fund Evaluation Group, LLC (FEG) in Cincinnati, OH, where he provides investment analytics, portfolio construction, and performance measurement for institutional clients. His responsibilities include overseeing investment strategies, conducting sector-specific research, and supporting institutional decision-making across client portfolios. Bawa is also recognized as a returning board member of organizations such as Pyramid Hill, highlighting his active involvement in local leadership.
With more than a decade at FEG, Bawa has advanced from Investment Reporting Analyst to Senior Consulting Analyst before his current role. His expertise spans a variety of asset classes including public and private equities, fixed income securities, and alternative investments, with a particular emphasis on institutional portfolios for foundations, endowments, and nonprofit entities. He is known for providing tailored investment solutions addressing risk management, performance, and asset allocation for the firm’s clients.
Bawa holds a Bachelor of Science in Business, specializing in Finance, from Indiana University and has completed a degree from the CFA Institute, confirming his extensive technical and analytical proficiency in portfolio management. His notable contributions include enhancing client reporting standards and supporting strategic asset allocation initiatives, making him a respected resource for investment analysis and advisory in the institutional investment management sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Fund Evaluation Group, LLC | Senior Institutional Portfolio Analyst | Jan 2022 to Present | — |
| Fund Evaluation Group, LLC | Senior Consulting Analyst | Jan 2015 to Jan 2022 | — |
| Fund Evaluation Group, LLC | Investment Reporting Analyst | Oct 2013 to Jan 2015 | — |
| Unifund CCR | Financial Research Summer Analyst | Jun 2012 to Aug 2012 | — |
| Ziegler | Financial Analyst Intern | Jun 2011 to Aug 2011 | — |
Education
Indiana University
Bachelor Of Science, Business, Finance
2009 — 2013
CFA Institute
Skills & Expertise
Others at Fund Evaluation Group, LLC (25)
| Name | Role | Location |
|---|---|---|
B Bobby Blue | Vice President, Portfolio Construction | Cincinnati, OH , United States |
B Brian Hooper | Research Analyst | Fairborn, OH , United States |
| Vice President - Research | Detroit, MI , United States | |
| Vice President - Research | Cincinnati, OH , United States | |
D David Mason | Research Analyst | Cincinnati, OH , United States |
| AVP, Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Institutional Portfolio Analyst | Cincinnati, OH , United States | |
| Managing Principal and CIO and Head of Research | Cincinnati, OH , United States | |
K Kevin James Conroy | Senior Research Analyst - Hedged Strategies | Cincinnati, OH , United States |
M Michael Franke | Vice President - Portfolio Manager | Cincinnati, OH , United States |
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C Charles Rinehart | Chief Investment Officer, Principal | Johnson Investment Counsel Inc. | Cincinnati, OH , United States |
| Client Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Portfolio Manager | Fort Washington Investment Advisors Inc. /oh/ | Cincinnati, OH , United States | |
| Sr. Portfolio Manager | Mai Capital Management | Cincinnati, OH , United States | |
| Portfolio Manager, Director | Mai Capital Management | Boston, MA , United States |