Rajiv Bhatia is an equity analyst specializing in the financial sector for Morningstar Research Services LLC, a subsidiary of Morningstar, Inc. His coverage encompasses a range of key areas within the financial industry, including custody banks, credit bureaus, and life insurance companies. This diverse portfolio allows him to provide in-depth analysis and insights into the performance and outlook of these critical financial institutions.
Before joining Morningstar in 2019, Bhatia honed his analytical skills at Raymond James, where he spent four years immersed in the world of financial technology stocks. This experience provided him with a strong foundation in understanding the rapidly evolving landscape of fintech and its impact on traditional financial services.
Bhatia’s academic background reflects a strong quantitative and financial acumen. He earned a bachelor’s degree in applied mathematics and economics from Northwestern University, laying the groundwork for his career in financial analysis. He further solidified his expertise with a master’s degree in finance from Washington University in Saint Louis. This combination of theoretical knowledge and practical experience positions him well to navigate the complexities of the financial markets.
In addition to his academic achievements, Bhatia holds the prestigious Chartered Financial Analyst® (CFA) designation. The CFA charter is a globally recognized credential that signifies a high level of proficiency in investment analysis and portfolio management. This rigorous certification underscores Bhatia’s commitment to professional excellence and ethical standards in the investment industry. His combination of education, experience, and the CFA designation allows him to provide insightful analysis to Morningstar’s clients.
