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プロフィール詳細
Carlos S.に依頼
United Kingdom
Investment Portfolio Manager | Data Scientist & Machine Learning Researcher | University Lecturer
プロフィール概要
専門分野
サービス
Writing
Technical Writing,
Copywriting,
Newswriting
Research
Market Research,
User Research,
Meta-Research,
Feasibility Study,
Fact Checking,
Gap Analysis,
Gray Literature Search,
Systematic Literature Review,
Secondary Data Collection
Consulting
Scientific and Technical Consulting
Data & AI
Predictive Modeling,
Statistical Analysis,
Algorithm Design-Non ML,
Data Visualization,
Big Data Analytics,
Data Processing,
Data Insights
Product Development
Formulation,
Product Evaluation,
Product Validation,
Concept Development,
Prototyping
職務経験
Visiting Lecturer
University of London
1月 2019 - 現在
Freelance Investment & Machine Learning Research
Toptal
1月 2019 - 現在
Freelance Investment Consultant
TopTal
1月 2019 - 現在 
Visiting Lecture
University of London
1月 2019 - 現在
Portfolio Manager
Jefferies International
1月 2018 - 6月 2018
Senior Portfolio Manager & Equity Analyst
Jefferies International
1月 2018 - 6月 2018
Head of Equities
LCAM
7月 2011 - 5月 2016
Head of Equities
LCAM
7月 2011 - 5月 2016
Investment Analyst
BNP Paribas
10月 2005 - 5月 2010
Investment Analyst
BNP Paribas
10月 2005 - 5月 2010
Research Intern
Santander Asset Management
1月 2005 - 6月 2005
Research Intern
Santander AM
1月 2005 - 6月 2005
学歴
MSc Data Science and Machine Learning
NYC Data Science Academy - State University of New York (SUNY )
9月 2016 - 5月 2017
Game Theory and Competitive Strategy
London School of Economics and Political Science, University of London - United Kingdom
6月 2010 - 11月 2010
MSc in Finance
AFI Business School
9月 2004 - 6月 2005
Business & Economics
University of Alicante
9月 1999 - 6月 2004
認定資格
-
CQF Certificate
CQF Institute
https://www.cqfinstitute.org/6月 2019 - 現在
-
CF 30 Controlled Function
FCA
https://register.fca.org.uk/s/individual?id=003b000000YaUZoAAN1月 2013 - 現在
-
CFA Certificate
CFA Institute
https://www.cfainstitute.org/6月 2012 - 現在
-
IMC Certificate
CFA UK
https://www.cfauk.org/study/imc#gsc.tab=012月 2010 - 現在
出版物
MAGAZINE ARTICLE
(2022). Factoring Qualitative Views into Portfolio Insights via Machine Learning . CFA Institute Research Foundation.
(2021). The Evolution of Fundamental Scoring Models and Machine Learning Implications . CFA Institute Research Foundation.
(2021). Embracing Machine Learning To Tackle Portfolio Optimisers Limitations . CFA Institute Research Foundation.
CONFERENCE ABSTRACT
(2022). Webinar: Using NLP and Conference Call Transcripts to generate Investment Insights . CFA UK Data Science & ML Webinar Series.
(2021). Webinar: The Role of Patents and IP Valuation in a Data-driven Investment Process . CFA UK Data Science & ML Webinar Series.
DISSERTATION THESIS
(2019). Pair Trading and VAR Analysis Applied to Energy Stocks . CQF Certificate Thesis.
(2005). Multi-Style and Rotation Equity Strategies in European Equity Markets . MSc in Finance Thesis.
WORKING PAPER
(2017). Wounded Wolves: Turnaround Stocks Quantitative Screening Backtesting . NYCDSA - State University of New York (SUNY ).
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