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Profile Details
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USD 200 /hr
Hire Carlos S.
United Kingdom
USD 200 /hr

Investment Portfolio Manager | Data Scientist & Machine Learning Researcher | University Lecturer

Profile Summary
Subject Matter Expertise
Services
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
Work Experience

Visiting Lecturer

University of London

January 2019 - Present

Freelance Investment & Machine Learning Research

Toptal

January 2019 - Present

Freelance Investment Consultant

TopTal

January 2019 - Present

Visiting Lecture

University of London

January 2019 - Present

Portfolio Manager

Jefferies International

January 2018 - June 2018

Senior Portfolio Manager & Equity Analyst

Jefferies International

January 2018 - June 2018

Head of Equities

LCAM

July 2011 - May 2016

Head of Equities

LCAM

July 2011 - May 2016

Investment Analyst

BNP Paribas

October 2005 - May 2010

Investment Analyst

BNP Paribas

October 2005 - May 2010

Research Intern

Santander Asset Management

January 2005 - June 2005

Research Intern

Santander AM

January 2005 - June 2005

Education

MSc Data Science and Machine Learning

NYC Data Science Academy - State University of New York (SUNY )

September 2016 - May 2017

Game Theory and Competitive Strategy

London School of Economics and Political Science, University of London - United Kingdom

June 2010 - November 2010

MSc in Finance

AFI Business School

September 2004 - June 2005

Business & Economics

University of Alicante

September 1999 - June 2004

Certifications
Publications
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 ).