Summary
Overview
Work History
Education
Skills
Certification
Work Authorization
Personal Information
Timeline
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Thomas Short

Chester,VA

Summary

Financial data professional skilled in multi-asset class portfolio management, reporting and analytics. Knowledgeable about collecting and aggregating investment data, analyzing portfolio performance, modeling and predicting future outcomes, and sharing meaningful portfolio insights with key stakeholders of endowments, foundations, pensions, and OCIOs. Highly skilled in data transformation, automation, and investment modeling.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Implementation Lead

Solovis, a Nasdaq company
08.2021 - Current
  • Advise clients on industry best practices and performance methodologies
  • Manage client projects, create Alteryx automation, perform data analysis, and engage in regular client calls with industry experts
  • Successfully led implementations for some of the world's largest public pensions and endowments, managing over $600 billion in AUM
  • Actively oversee multiple data analysts involved in each client implementation.

Senior Data Analyst

Solovis, a Nasdaq company
09.2020 - 08.2021
  • Engaged with Asset Owners and empowered them to revolutionize the way they view their portfolio through the lens of powerful analytics software and reporting functionality
  • Served as an investment data SME for our biggest endowment and pension clients
  • Spearheaded the development of an automated cross-system integration using Alteryx


Major Accounts Analyst

Solovis, a Nasdaq company
07.2018 - 09.2020
  • Transformed custodial, third-party, and client-sourced data to build a holistic investment view of our most nuanced client portfolios
  • After only a few months in the industry, I took on a detail-oriented, monthly risk process for a multi-billion dollar pension, enhancing efficiency and automation
  • Trained several new analysts on various technical aspects of both the investment world as well as our specific performance engine

Government Documents Data Team Leader

Backstage Library Works
09.2017 - 07.2018
  • Reorganizing, cleaning, and creating MARCs (Machine Readable Cataloguing Record) for the entirety of UVA's Alderman library, which houses nearly 2 million items
  • After 2 months as a data technician, I was selected to exclusively handle government documents and lead a team
  • Responsibilities included identifying sections for processing, assigning tasks to data technicians, and ensuring quality
  • Heavy utilization of Microsoft Office for production statistics and team progress tracking

REASEARCH ASSISTANT

Dr. Phil Arras, Dept. of Astronomy
05.2016 - 08.2016
  • Advocated for the existence of 'Planet 9' in the Kuiper belt using mathematical and computational disciplines
  • Acquired proficiency in Python, Matplotlib, Numpy, Scipy, and various operating systems
  • Developed programs to calculate energies, positions, velocities, and vital orbital parameters within an N-body system
  • Wrote a thesis entitled: 'Perturbations of Kuiper Belt Objects and the N-Body Problem.'

Education

Bachelors in Mathematics -

University of Virginia
Charlottesville, VA
05.2017

Bachelors in Astronomy -

University of Virginia
Charlottesville, VA
05.2017

Skills

  • Microsoft Office (5 years)
  • Alteryx (4 years)
  • Project management (4 years)
  • ChatGPT (1 year)
  • Financial Modeling (5 years)
  • Investment Analytics (5 years)
  • SQL (1 year)
  • Python (1 year)
  • Data Analysis (5 years)

Certification

Alteryx Core, 04/01/19, Present

Work Authorization

Authorized to work in the US for any employer

Personal Information

  • Relocation: Anywhere
  • Title: Implementation Lead

Timeline

Implementation Lead

Solovis, a Nasdaq company
08.2021 - Current

Senior Data Analyst

Solovis, a Nasdaq company
09.2020 - 08.2021

Major Accounts Analyst

Solovis, a Nasdaq company
07.2018 - 09.2020

Government Documents Data Team Leader

Backstage Library Works
09.2017 - 07.2018

REASEARCH ASSISTANT

Dr. Phil Arras, Dept. of Astronomy
05.2016 - 08.2016

Bachelors in Mathematics -

University of Virginia

Bachelors in Astronomy -

University of Virginia

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Thomas Short