Nish Rohatgi

Managing Director - Investment Risk and Strategy
Jefferies

Nish has spent his career at the intersection of investment risk and quantitative strategy — moving through some of the most rigorous institutional investment environments in global finance.

Nish brings over two decades of institutional investment risk and portfolio strategy experience across some of the most demanding environments in global asset management. His career spans MSCI, JP Morgan Asset Management, T. Rowe Price, and BlackRock — where he spent over five years in Risk and Quantitative Analysis — before moving to Jefferies as Managing Director of Investment Risk and Strategy.

Across these roles, his work has centered on understanding how portfolios behave under stress, how risk is constructed and communicated to investment decision-makers, and how quantitative frameworks translate into practical portfolio strategy. He holds three demanding credentials — CFA, CAIA, and CQF — reflecting depth across investment analysis, alternative assets, and quantitative finance. He earned an MBA from Duke’s Fuqua School of Business and a Bachelor’s from IIT Kanpur.

Found him interesting? Connect with Nish on LinkedIn

What I’d love to discuss during the event

  • Investment risk frameworks were built for a very different era of market structure. How are they evolving to account for macro volatility, liquidity risk, and the growing influence of passive capital flows?
  • Quantitative models are increasingly being supplemented—or even replaced—by machine learning approaches. Where does that create genuine insight, and where does it create dangerous overconfidence?
  • ESG risk is increasingly being incorporated into investment risk frameworks. How do you measure something that is still evolving, and how do you prevent it from becoming a compliance checkbox rather than a meaningful analytical input?

Area of Expertise
Alternative InvestmentsAsset ManagementFixed Income & Multi-AssetInvestment RiskPortfolio ConstructionQuantitative AnalysisRisk Strategy

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