Rohan Bali

Incoming Investment Operations Intern (Summer 2025) | New York, New York, United States

Professional Overview

Rohan Bali is an aspiring investment operations professional with a strong background in financial analysis and dispute resolution. As the incoming Investment Operations Intern at Lepercq de Neuflize & Co., he is poised to leverage his diverse skill set to contribute to the firm's portfolio management and client service operations.

Experience Summary

Current Role

Rohan will be joining Lepercq de Neuflize & Co. as an Investment Operations Intern in the summer of 2025. In this role, he will assist the operations team in maintaining accurate records, processing transactions, and ensuring seamless client reporting. Rohan's attention to detail and analytical mindset will be instrumental in helping the firm optimize its investment operations processes.

Career Progression

Prior to his internship, Rohan gained valuable experience in the financial services industry. He served as a Private Equity Operations Analyst at Veritas Capital, where he supported the firm's portfolio monitoring and investor reporting activities. Earlier, he worked as a Financial Dispute Analyst at the Better Business Bureau, where he honed his problem-solving skills and developed a keen understanding of regulatory compliance. Rohan also gained exposure to the public markets through his role as an Equity Research Analyst at the Fordham Student Managed Investment Fund.

Academic Background

Rohan is currently pursuing a bachelor's degree in Finance at Fordham University. He has maintained a strong academic record and has been recognized for his leadership and contributions to the Fordham Student Managed Investment Fund.

Areas of Expertise

• Investment operations and portfolio management

• Financial analysis and reporting

• Dispute resolution and regulatory compliance

• Equity research and valuation

Professional Impact

Throughout his academic and professional experiences, Rohan has demonstrated a passion for finance and a commitment to delivering high-quality work. He has contributed to various projects and initiatives, showcasing his ability to work collaboratively and drive meaningful results.

Conclusion

As Rohan embarks on his career in investment operations, he is poised to make a significant impact. His diverse skill set, strong academic credentials, and hands-on experience position him as a valuable asset to Lepercq de Neuflize & Co. and the broader financial services industry.