Arize Okafor
Dallas,Texas
Summary
Quantitative finance professional with 7+ years of experience in financial modeling, risk analytics, and capital markets. CFA Level III Candidate with strong programming expertise in Python, C++, and SQL. Specialized in derivatives pricing, statistical modeling, and systematic investment strategies.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Analyst
S&P Global
05.2022 - Current
- Built and enhanced financial, valuation, and risk models supporting corporate finance and M&A decision-making.
Developed data-driven analytical reports translating complex quantitative outputs into clear business insights for senior leadership.
Designed advanced SQL queries and leveraged large datasets to identify trading patterns, anomalies, and operational risks.
Collaborated cross-functionally to design and automate risk assessment workflows, improving efficiency and control resilience.
Presented statistical findings and model outputs to executive stakeholders, directly influencing high-impact investment and risk decisions.
Data Steward
S&P Global
09.2021 - 05.2022
- Designed and implemented statistical risk monitoring frameworks tracking key risk indicators across market and operational domains.
Applied pattern recognition and data analytics to assess market, credit, and operational risk exposure.
Automated recurring risk reporting processes, reducing manual errors and accelerating insight delivery to trading and risk teams.
Improved data quality governance and consistency across analytical datasets.
Relationship Manager
Charles Schwab
07.2018 - 08.2021
- Conducted financial modeling, valuation analysis, and quantitative research to support corporate finance and M&A-related initiatives.
Applied statistical analysis and market research to identify investment opportunities and downside risks.
Built pitch materials and delivered data-driven recommendations, bridging technical analysis with strategic decision-making.
Strengthened long-term client relationships by translating complex financial concepts into actionable insights.
Financial Representative
TD Ameritrade
07.2017 - 07.2018
- Executed equities, options, and fixed-income trades in compliance with regulatory and firm policies.
- Monitored client portfolios in real time, identifying market opportunities and risks.
- Applied options theory and technical analysis to evaluate strategies including covered calls, spreads, and hedging structures.
- Provided trade recommendations aligned with client objectives and risk tolerance.
Education
BBA - Finance
University of North Texas
Denton, TX2017
Skills
- Python (Pandas, NumPy, Statsmodels, SciPy, Scikit)
- SQL (Complex queries, Large datasets, Analytics pipelines)
- Data visualization (Matplotlib, Seaborn)
- Financial modeling & valuation (DCF, Comparable Companies, M&A, LBO, Distressed, MVO, Monte Carlos, Residual Income)
- Risk modeling (Factor based, Asset Classes)
- Options theory & pricing (Binomial, Black Scholes)
- Statistical analysis, regression, machine learning
- Trading strategy modeling (Momentum, Value, Sentiment, Event Driven)
Affiliations
- Pattern recognition & statistical reasoning
- Algorithmic thinking & model design
- Clear communication of technical concepts
- Cross-functional collaboration
Accomplishments
- CFA Level III Candidate with strong grounding in portfolio management, derivatives, and risk.
- Extensive experience in Python and SQL for analytics, modeling, automation, and dashboarding.
- Deep understanding in options pricing, trading algorithms, and stochastic modeling.
- Hands-on application of Monte Carlo simulations, Binomial models, and Black-Scholes frameworks.
- Active pattern day trader (2018–2021), applying quantitative discipline and risk management in live markets.
- Strong communicator experienced with both technical and non-technical stakeholders.
Certification
- CFA Program – Level III Candidate
- CFA ESG Investing Certificate
- Licenses: FINRA Series 7, Series 63
Timeline
Analyst
S&P Global
05.2022 - Current
Data Steward
S&P Global
09.2021 - 05.2022
Relationship Manager
Charles Schwab
07.2018 - 08.2021
Financial Representative
TD Ameritrade
07.2017 - 07.2018
BBA - Finance
University of North Texas