Sean Smith
San Diego,CA
Summary
Highly skilled quantitative analyst and portfolio manager with a proven track record of designing and implementing innovative equity strategies, managing over $5 billion in assets. Expert in applying machine learning, AI, and quantitative analysis to solve complex investment challenges. Recognized for developing advanced custom risk models and robust research platforms, streamlining investment processes, and driving substantial asset growth. Strong communicator and mentor, committed to fostering collaboration and excellence in fast-paced, high-performance environments. Top contributor on Stack Overflow, demonstrating exceptional proficiency in Python and data analysis.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Portfolio Analyst
ClariVest Asset Management
05.2018 - Current
- Managed Canadian Large Cap and US Large Growth portfolios, utilizing advanced quantitative analysis to drive portfolio construction and management decisions.
- Conducted alpha research using advanced AI/ML techniques, contributing to the development of innovative investment strategies.
- Developed analytical tools to streamline research processes and enhance portfolio management capabilities.
- Integrated data from internal and external sources, including IBES/IDC/DataStream/WorldScope/CompuStat/Axioma, to support comprehensive investment analysis.
- Led as the primary Python/SQL developer and mentor, guiding junior team members and facilitating knowledge sharing across the firm.
- Enhanced the firm’s infrastructure for data processing and strategy deployment, supporting scalable and robust investment decision-making.
Senior Research Analyst
Russell Investments
08.2010 - 04.2018
- Architected and developed Factor and Strategy Research (FASTR) platform, state-of-the-art quantitative equity research tool utilizing Python, pandas, numpy, and SQL.
- Created successful equity strategies, including Stable Momentum (> $1B AUM) and Low Carbon (> $250M AUM).
- Led as primary researcher and project manager for developing advanced custom risk model, enhancing firm's ability to evaluate and mitigate portfolio risks effectively.
- Led team in building sentiment models for factor, sector, and region tilting, driving insightful and actionable investment decisions.
- Contributed to design and implementation of Russell Investments' canonical factor portfolio construction framework.
- Managed research agenda, supervised analysts, and led projects that drove billions of dollars in new business for firm.
- Successfully launched multiple investment products, driving substantial AUM growth and client satisfaction.
- Developed and implemented advanced custom risk model, significantly improving risk assessment and management across portfolios.
Portfolio Manager, Associate Director
First Quadrant
06.2000 - 09.2009
- Managed over $1B U.S. tax-exempt equity and $1.5B global taxable equity portfolios, achieving consistent performance and client satisfaction.
- Worked closely with clients to develop customized investment strategies, tailoring solutions to meet specific needs and objectives.
- Implemented scalable software solutions for portfolio management and trading processes, enhancing operational efficiency and accuracy.
- Presented investment strategies and research to attract new assets and strengthen client relationships.
- Successfully managed significant portfolios, ensuring robust performance and compliance with client mandates.
- Developed and implemented innovative software solutions, streamlining portfolio management and trading activities.
Education
Master of Science - Financial Engineering
Claremont Graduate University
Claremont, CABachelor of Science - Mathematics
California State Polytechnic University, Pomona
Pomona, CASkills
- Python
- SQL
- Java
- HTML
- JavaScript
- CSS
- SAS
- R
- Octave
- Redis
- QA Direct
- Worldscope
- Compustat
- IBES
- Datastream
- IDC
- Axioma
- Machine Learning
- Time-Series Analysis
- Pattern Recognition
- Natural Language Processing (NLP)
- Probability
- Statistics
- Equity
- Smart Beta
- Signal Generation
- Portfolio Construction
- Report Building
- Quantitative and Fundamental Research
- Alpha Research
- Factor and Strategy Research
- Sentiment Models
- Custom Risk Models
- Project Manager
- Team Leadership
- Mentorship
- Communication
- Presentation
- Financial Modeling
- Algorithm Design
- Financial Analysis
- Data Visualization
Objective
Dedicated and results-driven quantitative investment professional with over 21 years of experience in building and managing multi-billion-dollar equity products. Adept at leveraging advanced quantitative techniques and cutting-edge software to deliver superior investment performance. Seeking to contribute my expertise in systematic signal integration and portfolio construction to a dynamic team, where innovation and excellence are prioritized.
Certification
- CFA - Certified Financial Analyst
Timeline
Portfolio Analyst
ClariVest Asset Management
05.2018 - Current
Senior Research Analyst
Russell Investments
08.2010 - 04.2018
Portfolio Manager, Associate Director
First Quadrant
06.2000 - 09.2009
Master of Science - Financial Engineering
Claremont Graduate University
Bachelor of Science - Mathematics
California State Polytechnic University, Pomona
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