Quantamental Long Short Equity Startup
(Sold to Citadel Securities)
CTO/COO & DATA SCIENCE SERVICES
- Created the budget & project managed the data science effort to support the investment management research process.
- Advised and performed due diligence on the assets and team of a data science company acquisition.
- Developed workflows and visualizations on a proprietary 40 Billion row dataset used in forecasting stock performance.
- Implemented the analysis, visualization, and data cleaning process of large data-sets.
- Developed forecasting models and Power BI dashboards based on third-party transaction and point of sale data.
VC Private Equity Fund
BITCOIN RESEARCH ANALYSIS
- A thinking partner on establishing an operating businesses within the crypto space.
- Developed a robust economic model to drive decisions in establishing a Bitcoin mining operating business.
- Evaluated emerging technologies for investments within the crypto space.
- Identified data centers and equipment for use and facilitated procurement.
- Built the model of mining economics & monitor markets.
- Monitored pool operating markets.
- Researched blockchain/incentive engineering and token models.
Multi-Billion Dollar Multi-Strategy Fund
CIO &DEVELOPMENT SERVICES
- Primary point of contact for all vendor systems.
- Selection of integration vendors (compliance, risk reporting, data management).
- Lead successful integration of order management system to portfolio account [Bloomberg AIM, Advent Geneva]
- Document Management – development of a web-based intranet.
- Investor Risk & Performance Reporting – [Imagine, Geneva, Custom Datawarehouse].
- Position reconciliation automation.
$650M Mortgage Back Hedge Fund
DEVELOPMENT SERVICES
- Developed a custom order management system (OMS) with an account allocation engine.
- Automated trade submissions to Prime Brokers.
- Automated ingestion of Bloomberg data for security enrichment.
- Built a custodial position data warehouse that automatically retrieves custodian holdings and reconciles against the Order Management System.
Multi-Billion Dollar Equity Long Short
CIO & DEVELOPMENT SERVICES
- Conducted an operations assessment.
- Performance analytics and data warehouse vendor selection.
- Project management of various internal development tasks.
- Custom development – broker ranking and cost assessment tools.
- Developed a portfolio Rebalancing application.
- Automated an employee reimbursement process and workflow.
Large RIA
DEVELOPMENT SERVICES
- Developed a portfolio rebalancing solutions along with a data warehouse
- Ingests position data from Charles Schwab and Interactive Brokers and automatically loads positions, prices and securities into rebalancer.
$150M Long-Short Hedge Fund
DEVELOPMENT SERVICES
- Developed a web-based automated solution to transfer trade and price files from the order management system to the portfolio accounting system [Bloomberg AIM, Advent Axys].
Large Family Office
DEVELOPMENT SERVICES
- Accounting reporting integration and custom development.
