Rohan Shan, CFA, CAIA

Senior Consultant at Atchison
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Contact Information
us****@****om
(386) 825-5501
Location
Australia, AU
Languages
  • Malay Full professional proficiency
  • Indon Professional working proficiency

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5.0

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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.

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Credentials

  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Mar, 2006
    - Nov, 2024
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    Sep, 1999
    - Nov, 2024

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Senior Consultant
      • Sep 2021 - Present

  • Independent Consultant
    • Brisbane, Australia
    • Strategic Advisor to C-Suite
      • Mar 2019 - Present

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Business Strategy Manager
      • Nov 2005 - Feb 2019

    • Switzerland
    • Financial Services
    • 700 & Above Employee
    • Director, Investment Strategy
      • Nov 1998 - Oct 2005

    • France
    • Financial Services
    • 700 & Above Employee
    • Equities Analyst
      • Oct 1995 - May 1998

    • Japan
    • Financial Services
    • 700 & Above Employee
    • Credit Analyst
      • Feb 1994 - Sep 1995

Education

  • Victoria University of Wellington
    Bachelor of Commerce & Administration (Honours), Investment, Finance, Economics, Management
  • Wellington College, New Zealand
    Moore Scholarship, "A" Bursary, 13

Community

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