Hersh Oberoi Senior Wealth Advisor of Australia
areas of expertise
- Business transformation
- Restructuring and turnaround
- Integration
- Growth strategy
- M&A transaction support
education
- MBA, Rotterdam School of Management, Erasmus University
- BS, engineering, Technical University of Denmark
- MBA, Rotterdam School of Management, Erasmus University
Hersh Oberoi is a highly experienced professional specializing in project management, portfolio consulting, and financial market analysis. With over 15 years in the Australian and global financial services industry, Hersh has developed expertise in multi-asset portfolio management, financial risk assessment, investment research, and strategy development across diverse asset classes.
Currently, Hersh is engaged in project management for the National Disability Insurance Scheme (NDIS), where he is leading the transformation of claims and payments technology to enhance user experiences for participants, providers, and carers. Additionally, he provides portfolio consulting for Stocks in Global PTY LTD, focusing on portfolio construction, strategy modeling, and risk mitigation to maximize growth in domestic and international assets.
Hersh’s career includes key roles such as Senior Project Officer at the Department of Justice and Community Safety in Victoria, where he ensured COVID-19 compliance protocols, stakeholder engagement, and risk management. He also served as Project Portfolio Manager at Snap Innovations, overseeing complex algorithm development projects and daily stock and futures trading on multiple global exchanges. His experience extends to roles in investment analysis, quantitative trading, and client portfolio management at institutions including National Australia Bank and Genesis Proprietary Trading.
Hersh holds an MBA with a distinction in Finance and Derivatives and a Diploma in Financial Planning with RG146 compliance. He has completed advanced training in algorithmic trading, portfolio management, and risk management. Known for his strategic vision, technical expertise in platforms such as Bloomberg, FactSet, and PowerBI, and strong analytical skills, Hersh is dedicated to delivering data-driven insights and effective risk management solutions. His proficiency in financial modeling, project leadership, and stakeholder management make him a valuable asset in both corporate and public sector environments.