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Rajan Bawa

Rajan Bawa

Senior Institutional Portfolio Analyst at Fund Evaluation Group, LLC

Cincinnati, OH , United States

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

OrganizationRoleDate RangeDetails
Fund Evaluation Group, LLCSenior Institutional Portfolio AnalystJan 2022 to Present
Fund Evaluation Group, LLCSenior Consulting AnalystJan 2015 to Jan 2022
Fund Evaluation Group, LLCInvestment Reporting AnalystOct 2013 to Jan 2015
Unifund CCRFinancial Research Summer AnalystJun 2012 to Aug 2012
ZieglerFinancial Analyst InternJun 2011 to Aug 2011

Education

Indiana University

Bachelor Of Science, Business, Finance

2009 2013

CFA Institute

Skills & Expertise

Sales
Time Management
Leadership
Management
Salesforce.com
Access
Data Analysis
Microsoft Excel
Market Research
Financial Analysis
Finance
Financial Modeling
Investments
Analysis
Merchandise
Supplies
Market
Fixed Annuities
Net
Cost
Local Community
Tee
Savings
Complaints
Business Information
Boys
Organizational Structure
Travel
Cancer
Science
Funding
Maintenance And Repair
Licensed to Sell Insurance
Accounting
Golf
Portfolio Management
English
Cleaning
Reports
Fundraising
County
Purchased
Reaching
Daily Reports
Property
Sustainable Business
Bank Deposits
Photos
Financial Institutions
Pricing Strategy
Community Outreach
Bookkeeping
Conferences
Scheduling
American
Chicago
Indiana
Property Management
C
Retail
Schedules
Summaries
Competition
Leadership Development
Donations
Project Planning
Forest
House
Production Improvement
Presentations
Pricing
Midwest
Country
Banking
Obtain
Civic
Tenants
Business Objects
Equities
Mutual Funds
Psychology
Shelter
Golfers
Asset
Financial Research
Biography
Financial Transactions
Coordinated
Mason
Sponsorship
Web Pages

Others at Fund Evaluation Group, LLC (25)

NameRoleLocation
B
Bobby Blue
Vice President, Portfolio ConstructionCincinnati, OH , United States
B
Brian Hooper
Research AnalystFairborn, OH , United States
Cheryl Barker
Cheryl Barker
Vice President - ResearchDetroit, MI , United States
Christian Busken
Christian Busken
Vice President - ResearchCincinnati, OH , United States
D
David Mason
Research AnalystCincinnati, OH , United States
Derek Courts
Derek Courts
AVP, Institutional Portfolio AnalystCincinnati, OH , United States
Dominic Cittadino
Dominic Cittadino
Institutional Portfolio AnalystCincinnati, OH , United States
Gregory Dowling
Gregory Dowling
Managing Principal and CIO and Head of ResearchCincinnati, OH , United States
K
Kevin James Conroy
Senior Research Analyst - Hedged StrategiesCincinnati, OH , United States
M
Michael Franke
Vice President - Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 25 team members

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