Rohan Shan, CFA, CAIA
Senior Consultant at Atchison- Claim this Profile
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Malay Full professional proficiency
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Indon Professional working proficiency
Topline Score
Bio
Jason Buchanan
Highly rate Rohan's ability to see through the lens of our clients and be able to clearly articulate investment risk's / mitigation strategies and to then create opportunities. Using his strategic thinking, analytical skills (quantitative & qualitative), and ability to influence senior stakeholders (institutional clients included), we were successful in not only retaining a significant client, but upselling them through a liquidity event. Rohan worked well with the QACPF team resulting in a positive outcome for both our clients and our business. Happy to recommend Rohan as a team player with solid technical skills!
Angus Scanlan
I was fortunate to have Rohan as a mentor whilst completing my Graduate program at QICGRE, working together on a large analytical project with strategic implication. Rohan’s open and collaborative leadership style was instrumental in fostering my knowledge of the real estate and funds management industries. I found Rohan to be exceptionally insightful and approachable, always willing to impart his wisdom on the broader organisation. I’m deeply grateful for all of Rohan’s mentoring and influence, he is a true asset to any organisation.
Jason Buchanan
Highly rate Rohan's ability to see through the lens of our clients and be able to clearly articulate investment risk's / mitigation strategies and to then create opportunities. Using his strategic thinking, analytical skills (quantitative & qualitative), and ability to influence senior stakeholders (institutional clients included), we were successful in not only retaining a significant client, but upselling them through a liquidity event. Rohan worked well with the QACPF team resulting in a positive outcome for both our clients and our business. Happy to recommend Rohan as a team player with solid technical skills!
Angus Scanlan
I was fortunate to have Rohan as a mentor whilst completing my Graduate program at QICGRE, working together on a large analytical project with strategic implication. Rohan’s open and collaborative leadership style was instrumental in fostering my knowledge of the real estate and funds management industries. I found Rohan to be exceptionally insightful and approachable, always willing to impart his wisdom on the broader organisation. I’m deeply grateful for all of Rohan’s mentoring and influence, he is a true asset to any organisation.
Jason Buchanan
Highly rate Rohan's ability to see through the lens of our clients and be able to clearly articulate investment risk's / mitigation strategies and to then create opportunities. Using his strategic thinking, analytical skills (quantitative & qualitative), and ability to influence senior stakeholders (institutional clients included), we were successful in not only retaining a significant client, but upselling them through a liquidity event. Rohan worked well with the QACPF team resulting in a positive outcome for both our clients and our business. Happy to recommend Rohan as a team player with solid technical skills!
Angus Scanlan
I was fortunate to have Rohan as a mentor whilst completing my Graduate program at QICGRE, working together on a large analytical project with strategic implication. Rohan’s open and collaborative leadership style was instrumental in fostering my knowledge of the real estate and funds management industries. I found Rohan to be exceptionally insightful and approachable, always willing to impart his wisdom on the broader organisation. I’m deeply grateful for all of Rohan’s mentoring and influence, he is a true asset to any organisation.
Jason Buchanan
Highly rate Rohan's ability to see through the lens of our clients and be able to clearly articulate investment risk's / mitigation strategies and to then create opportunities. Using his strategic thinking, analytical skills (quantitative & qualitative), and ability to influence senior stakeholders (institutional clients included), we were successful in not only retaining a significant client, but upselling them through a liquidity event. Rohan worked well with the QACPF team resulting in a positive outcome for both our clients and our business. Happy to recommend Rohan as a team player with solid technical skills!
Angus Scanlan
I was fortunate to have Rohan as a mentor whilst completing my Graduate program at QICGRE, working together on a large analytical project with strategic implication. Rohan’s open and collaborative leadership style was instrumental in fostering my knowledge of the real estate and funds management industries. I found Rohan to be exceptionally insightful and approachable, always willing to impart his wisdom on the broader organisation. I’m deeply grateful for all of Rohan’s mentoring and influence, he is a true asset to any organisation.
Credentials
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Alternative Investment Analyst Charter (CAIA Charter)
CAIA AssociationMar, 2006- Nov, 2024 -
Chartered Financial Analyst (CFA) Charterholder
CFA InstituteSep, 1999- Nov, 2024
Experience
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Atchison
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Australia
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Financial Services
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1 - 100 Employee
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Senior Consultant
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Sep 2021 - Present
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Independent Consultant
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Brisbane, Australia
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Strategic Advisor to C-Suite
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Mar 2019 - Present
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QIC
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Australia
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Financial Services
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700 & Above Employee
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Business Strategy Manager
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Nov 2005 - Feb 2019
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Director, Investment Strategy
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Nov 1998 - Oct 2005
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Societe Generale Corporate and Investment Banking - SGCIB
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France
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Financial Services
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700 & Above Employee
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Equities Analyst
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Oct 1995 - May 1998
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MUFG
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Japan
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Financial Services
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700 & Above Employee
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Credit Analyst
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Feb 1994 - Sep 1995
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Education
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Victoria University of Wellington
Bachelor of Commerce & Administration (Honours), Investment, Finance, Economics, Management -
Wellington College, New Zealand
Moore Scholarship, "A" Bursary, 13