You're signed outSign in or to get full access.
Simran Bhatia
Portfolio Manager - Head of Rates Vol Strategies at LMR Partners LLP
About
Simran Bhatia is a seasoned portfolio manager and currently serves as the Head of Rates Volatility Strategies at LMR Partners in New York, where he leads the firm's investment efforts in interest rate volatility. In this capacity, he is responsible for developing, executing, and overseeing volatility-driven strategies within global interest rate markets, managing risk, and spearheading research on rate derivatives and macroeconomic trends.
Prior to joining LMR Partners in 2022, Simran Bhatia rose through the ranks at BlueCrest Capital Management, where he held roles as Sub Portfolio Manager and then Junior Portfolio Manager from 2017 to 2019. His investment expertise centers on the rates asset class, with particular specialization in interest rate derivatives, option strategies, and macro trading across developed and emerging markets.
Mr. Bhatia holds both a B.Sc. and M.Sc. in Systems Engineering from the University of Pennsylvania, along with a B.Sc. in Finance and Management from The Wharton School. His strong quantitative background and cross-disciplinary education provide a unique foundation for sophisticated risk management and quantitative portfolio construction in the rates and volatility sectors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| LMR Partners | Portfolio Manager - Head of Rates Vol Strategies | Mar 2022 to Present | RV and Macro trading, with a focus on global interest rate volatility products. |
| BlueCrest Capital Management | Junior Portfolio Manager | Jan 2018 to Jan 2019 | RV and Macro trading, focusing on global interest rate volatility markets. |
| BlueCrest Capital Management | Sub Portfolio Manager | Jan 2017 to Jan 2018 | RV and Macro Trading, focusing on global interest rate volatility products.
Promoted to Junior PM and allocation doubled after first full calendar year of trading. |
| Barclays Investment Bank | Interest Rates Options Trading - U.S. Rates Swaptions | Jul 2015 to Apr 2017 | — |
| Barclays Investment Bank | FX Swaps and STIR Trader | Jul 2011 to Jun 2015 | Market maker/ Discretionary Trader in G20 FX Forwards/ XCCY basis with a particular focus on AUD, NZD, GBP & JPY.
Actively trade with full discretion the entire gamut of STIR products including Inter... |
| Citigroup | Summer Analyst | Jun 2007 to Aug 2007 | Private wealth management summer intern focusing on the real estate sector in the UAE. |
| Junova Capital Management | Portfolio Manager | Jan 2021 to Mar 2022 | RV and Macro trading, focusing on global interest rate volatility products |
| Junova Capital Management | Junior Portfolio Manager | Jan 2020 to Jan 2021 | RV and Macro trading, focusing on global interest rate volatility products |
| Guggenheim Venture Partners | Summer Analyst | Jun 2008 to Aug 2008 | Research Analyst focusing on due diligence on several online advertising ventures. |
Education
University of Pennsylvania
M.Sc. & B.Sc., Systems Engineering
2005 — 2010
The Wharton School
B.Sc., Finance and Management
2005 — 2009
Intl. School of Choueifat, Al-Ain, UAE
H.S. Diploma, High School/Secondary Diplomas and Certificates
1995 — 2005
Skills & Expertise
Others at LMR Partners LLP (37)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | New York, NY , United States |
A Andrew Rosen | Portfolio Manager | Delray Beach, FL , United States |
 | Investment Analyst | New York, NY , United States |
B Burt Weiss | Portfolio Manager | Harrison, NY , United States |
 | Portfolio Finance Trader | New York, NY , United States |
 | Senior Portfolio Manager | New York, NY , United States |
 | Senior Analyst | New York, NY , United States |
 | Portfolio Manager: Energy, Power and Renewables | New York, NY , United States |
K Kuhn Tsai | Portfolio Manager | New York, NY , United States |
 | Head of Trading | Rye, NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Amber Fairbanks | Portfolio Manager | Impax Asset Management Group PLC | Boston, MA , United States |
D David Kinsley | Senior Portfolio Manager | Impax Asset Management Group PLC | New Canaan, CT , United States |
G George Koshy | CEO and Chief Investment Officer | Polar Capital Holdings PLC | New York, NY , United States |
