Andy Lee

Andy Lee Email and Phone Number

Quantitative Researcher | Alpha Creator | AI Developer @ Exponential Technology Inc.
St. Louis, MO, US
Andy Lee's Location
Greater St. Louis, United States, United States
Andy Lee's Contact Details

Andy Lee work email

Andy Lee personal email

n/a
About Andy Lee

A thought and practical leader in financial data science with expertise in the micro-structure of equity markets, fundamental financial analysis, and technical stock analysis. I am most geeked out when I can bridge the gap between machine driven data analysis and my latest "ah-ha" moments. Whether challenging an established paradigm or trail-blazing a new path, my thoughts have been productized into innovative and differentiated financial products for trading for 10+ years.

Andy Lee's Current Company Details
Exponential Technology Inc.

Exponential Technology Inc.

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Quantitative Researcher | Alpha Creator | AI Developer
St. Louis, MO, US
Employees:
11
Andy Lee Work Experience Details
  • Exponential Technology Inc.
    Exponential Technology Inc.
    St. Louis, Mo, Us
  • Exegy
    Director Of Quantitative Research
    Exegy Jan 2019 - Present
    St. Louis, Mo, Us
    As the head of the Signum division within Exegy my mandate is simple --> take a spark of innovation, add my deep understanding of market dynamics and structure, envelope it with data driven quantitative analytics, and create super-cool real time trading signals driven by proprietary machine-learning algos that fire hundreds-of-millions of times each day. So far my team has created real-time estimators for U.S. equities that predict the presence of hidden liquidity, estimate the size of hidden liquidity, predict the duration of every quote, and the direction of the next price change.
  • Exegy
    Product Manager
    Exegy Jan 2017 - Jan 2019
    St. Louis, Mo, Us
    Lead a new strategic team of data scientists and engineers to become experts in the micro-structure of market data and produce unique alternative market data and machine learning enabled real-time trading signals.
  • Zacks Investment Research
    Managing Director
    Zacks Investment Research Feb 2010 - Jan 2017
    Chicago, Il, Us
    Manage an international team of 100+ members to build and maintain equity consensus models, research reports, board reports, and other financial tools. Managed all functional areas from product management, sales, research, targeting, relationship management, and operational teams. Reported directly to CEO.Product Management- Chief architect on all equity / industry models.- Launched over 12 products/services from scratch: earnings forecast, industry sales / comp, delta model, quantitative fundamental scoring, dynamic comparable sell side reporting, etc. - Massively reduced error in models by designing a three tier QC process of granular rules - Inventor and project lead to develop a new back end software to aggregate sell-side models quickly and produce derived data into client production area.Business Development / Analytics: - Market Research: Deep fundamental research into addressable market, adapting to changing market and industry trends. - Business metrics: research KPI’s (old and new). Bring understanding to actionable procedures.- Acted as the point of escalation for all matters of sales operation.Investor Relations:- Designed and managed all projects related to our IR clients: board reports, competitor analysis, Variance reports, targeting, sell side sentiment reports, custom charting, Roadshow material, etc. - - Served as point of contact for both Buy/Sell side analysts and PM’s- Prepared quarterly earnings model and qualitative research reports- Provided comprehensive analysis and ongoing monitoring of competitor and peer group of companies- Conducted valuation and financial analysis- Maintained a comprehensive model for comparison of sell side estimates vs dynamically linked internal forecasts.Broker Relations:-Personally negotiated and signed Research, Estimate Data, and Model redistribution agreements with the best firms on Wall Street:- Negotiate and manage all vendor relationships.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Nov 2004 - Nov 2008
    New York, Ny, Us
  • Edward Jones
    Financial Advisor
    Edward Jones Jan 2002 - Nov 2004
    St. Louis, Mo, Us

Andy Lee Skills

Financial Analysis Finance Equities Financial Modeling Investments Microsoft Excel Management Customer Service Leadership Financial Services Strategic Planning Portfolio Management Asset Management Research Equity Research Business Development Project Management Microsoft Office Windows Sales Management Operations Management Financial Forecasting Sales Business Analysis Risk Management Financial Markets Capital Markets Microsoft Word Powerpoint Teaching Mentoring Employee Training Team Building English Compliance Asset Allocation Alternative Investments Project Planning Business Strategy Investor Relations Budgets Securities Agile Methodologies Python Consensus Building Market Data Data Normalization Machine Learning Quantitative Research Big Data Analytics

Andy Lee Education Details

  • University Of Michigan
    University Of Michigan
    Master'S Applied Data Science
  • Eastern Illinois University
    Eastern Illinois University
    Business Education
  • Cfa Institute
    Cfa Institute
    Level I Passed

Frequently Asked Questions about Andy Lee

What company does Andy Lee work for?

Andy Lee works for Exponential Technology Inc.

What is Andy Lee's role at the current company?

Andy Lee's current role is Quantitative Researcher | Alpha Creator | AI Developer.

What is Andy Lee's email address?

Andy Lee's email address is al****@****egy.com

What schools did Andy Lee attend?

Andy Lee attended University Of Michigan, Eastern Illinois University, Cfa Institute.

What skills is Andy Lee known for?

Andy Lee has skills like Financial Analysis, Finance, Equities, Financial Modeling, Investments, Microsoft Excel, Management, Customer Service, Leadership, Financial Services, Strategic Planning, Portfolio Management.

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