Equity Research Analyst, Director Of Research Technology, Programmer Analyst
Current*Conduct fundamental analysis on stocks in technology and other industries and generate portfolio ideas.*Develop stock selection models utilizing Machine Learning techniques including Neural Networks and Random Forest. Factors tested and evaluated include all styles such as Dividends, Growth, Momentum, Profitability, Revisions, Share Buybacks, Value, etc. Some models developed have winning frequency ~65%.*Develop stock selection models using backtesting for various regions/industries.*Perform portfolio optimization and generate reports and analyses.*Managed the design, development and support of applications in the equity research department.*Developed and enforced software development best practices.*Recruited, trained, and mentored new team members.*All projects managed were completed on time and within budget.*Designed and developed a full stack web application to manage the creation of text contents used in ~3,000 stock research reports.*Created various applications to simplify stock report creation and distribution to clients.*Maintained IT infrastructure.
