Stephen Jones, CFA
Analyst at Castleark Management LLC- Claim this Profile
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Bio
Credentials
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Chartered Financial Analyst (CFA) Charterholder
CFA InstituteSep, 2021- Nov, 2024
Experience
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CastleArk Management, LLC
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United States
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Investment Management
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1 - 100 Employee
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Analyst
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Jun 2018 - Present
-Build and maintain factor models to measure and assess investment risks -Develop Shiny applications to share quantitative insights -Conduct optimization to support portfolio construction -Construct machine learning models to forecast forward sector return environments -Quantify downside risk via Monte Carlo simulation, controlling for non-normal inputs and cross-correlations -Decompose allocation risks by sector and strategy -Keep investment teams informed of assumed risks through regular reports and presentations -Automate quantitative analysis and reporting in R
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Penske Automotive Group
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United States
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Retail Motor Vehicles
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700 & Above Employee
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Financial Services Intern
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May 2017 - Aug 2017
-Identified income opportunities from increased dealer reserve markup, inspiring process changes in 3 dealership regions -Estimated $300,000 of potential savings related to dealership credit report usage and check deposit processing -Assisted with regular internal F&I reporting -Collected, cleaned, and organized data -Identified income opportunities from increased dealer reserve markup, inspiring process changes in 3 dealership regions -Estimated $300,000 of potential savings related to dealership credit report usage and check deposit processing -Assisted with regular internal F&I reporting -Collected, cleaned, and organized data
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Education
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2014 - 2018
University of Notre Dame
Finance and Economics
Community
