Chadwick Balloo, CFA

Senior Data Analyst at Instnt
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Contact Information
us****@****om
(386) 825-5501
Location
Cary, North Carolina, United States, US

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Credentials

  • Time Series with Python
    DataCamp
    Mar, 2023
    - Oct, 2024
  • Finance Fundamentals in Python
    DataCamp
    Feb, 2023
    - Oct, 2024
  • Data Analyst in SQL
    DataCamp
    Dec, 2022
    - Oct, 2024
  • Applied Finance in Python
    DataCamp
    Oct, 2022
    - Oct, 2024
  • Data Analyst Professional
    DataCamp
    Oct, 2022
    - Oct, 2024
  • Intro to Machine Learning with PyTorch
    Udacity
    May, 2022
    - Oct, 2024
  • Quantitative Analyst with R Track
    DataCamp
    Mar, 2022
    - Oct, 2024
  • Alternative Investment Analyst Charter (CAIA Charter)
    CAIA Association
    Nov, 2021
    - Oct, 2024
  • Financial Data Professional
    Financial Data Professional (FDP) Institute
    May, 2021
    - Oct, 2024
  • Machine Learning with TensorFlow on Google Cloud Platform Specialization
    Coursera
    May, 2021
    - Oct, 2024
  • Data Engineering, Big Data, and Machine Learning on GCP Specialization
    Coursera
    Apr, 2021
    - Oct, 2024
  • Intro to Machine Learning
    Udacity
    Jul, 2020
    - Oct, 2024
  • Certificate in Investment Performance Measurement (CIPM)
    CFA Institute
    Jun, 2019
    - Oct, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Jun, 2019
    - Oct, 2024
  • Microsoft Certified: Azure Data Scientist Associate
    Microsoft
    Mar, 2021
    - Oct, 2024

Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Senior Data Analyst
      • Sep 2023 - Present
    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Credit Strategy Implementation Analyst
      • Dec 2022 - Sep 2023

      •Implement and test changes to credit strategy for various loan products •Run simulations to analyze impact from changes in strategy •Create new features for strategy use •Implement and test changes to credit strategy for various loan products •Run simulations to analyze impact from changes in strategy •Create new features for strategy use

    • United States
    • Higher Education
    • 700 & Above Employee
    • Substitute Instructor - FinTech Bootcamp
      • Oct 2021 - May 2023

      •Substitute for lead instructor and/or TAs as needed •Study and remain up to date with data science and financial analysis curriculum •Substitute for lead instructor and/or TAs as needed •Study and remain up to date with data science and financial analysis curriculum

    • United States
    • Internet Publishing
    • Data Analyst
      • Dec 2021 - Sep 2022

      •Complete weekly proof of concept data studies for clients by analyzing customer data and internal data •Analyze and dissect customer data, including distributions, population statistics, and proprietary outputs •Use machine learning and internal features/data to predict client fraud and demonstrate product efficacy •Collaborate with sales, engineering, product, and external sales/data teams to complete and validate data studies •Work on ad-hoc data analytics and ML projects as… Show more •Complete weekly proof of concept data studies for clients by analyzing customer data and internal data •Analyze and dissect customer data, including distributions, population statistics, and proprietary outputs •Use machine learning and internal features/data to predict client fraud and demonstrate product efficacy •Collaborate with sales, engineering, product, and external sales/data teams to complete and validate data studies •Work on ad-hoc data analytics and ML projects as needed Show less •Complete weekly proof of concept data studies for clients by analyzing customer data and internal data •Analyze and dissect customer data, including distributions, population statistics, and proprietary outputs •Use machine learning and internal features/data to predict client fraud and demonstrate product efficacy •Collaborate with sales, engineering, product, and external sales/data teams to complete and validate data studies •Work on ad-hoc data analytics and ML projects as… Show more •Complete weekly proof of concept data studies for clients by analyzing customer data and internal data •Analyze and dissect customer data, including distributions, population statistics, and proprietary outputs •Use machine learning and internal features/data to predict client fraud and demonstrate product efficacy •Collaborate with sales, engineering, product, and external sales/data teams to complete and validate data studies •Work on ad-hoc data analytics and ML projects as needed Show less

    • United States
    • Consumer Services
    • 700 & Above Employee
    • Revenue Analyst (Contract)
      • Oct 2021 - Dec 2021

      •Create and distribute spend and pricing reports •Automate reports and identify areas to improve efficiencies •Build tools to identify and validate data discrepancies •Communicate with internal and external stakeholders on data issues •Create and distribute spend and pricing reports •Automate reports and identify areas to improve efficiencies •Build tools to identify and validate data discrepancies •Communicate with internal and external stakeholders on data issues

    • United States
    • Financial Services
    • 700 & Above Employee
    • Data Analyst
      • Nov 2020 - Jul 2021

      •Provide insights into product performance and analytics using Power BI •Automate feature engineering and loading processes using python and Jupyter Lab •Explore and analyze data through statistics, visualizations, and patterns in the data •Help drive data strategy goals and identify opportunities for data collection and analysis •Communicate with internal stakeholders to identify data and business needs and transform into actionable plans •Provide insights into product performance and analytics using Power BI •Automate feature engineering and loading processes using python and Jupyter Lab •Explore and analyze data through statistics, visualizations, and patterns in the data •Help drive data strategy goals and identify opportunities for data collection and analysis •Communicate with internal stakeholders to identify data and business needs and transform into actionable plans

    • United States
    • Accounting
    • Small Business Consultant
      • Jun 2018 - Aug 2020

      •Advised small businesses on financial and accounting matters •Helped with cost reduction and expense management •Led the shift of corporate-client workflow from office-based to online systems •Advised small businesses on financial and accounting matters •Helped with cost reduction and expense management •Led the shift of corporate-client workflow from office-based to online systems

    • United States
    • Higher Education
    • 500 - 600 Employee
    • Data Science Fellow
      • Nov 2019 - Mar 2020

      •Learned Python fundamentals including data types, loops, functions, etc •Practiced data cleaning and manipulation using Pandas •Implemented machine learning models, both supervised and unsupervised, including linear regression, logistic regression, random forest, gradient boost, knn, k-means clustering •Covered deep learning including NLP, neural nets, rec engines •Learned Python fundamentals including data types, loops, functions, etc •Practiced data cleaning and manipulation using Pandas •Implemented machine learning models, both supervised and unsupervised, including linear regression, logistic regression, random forest, gradient boost, knn, k-means clustering •Covered deep learning including NLP, neural nets, rec engines

    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Analyst Program
      • Oct 2017 - Mar 2018

      •Supported the ABL group in covering a portfolio of 15 borrowers, spreading financials, internal credit monitoring, and supporting transaction activity •Used internal credit scoring models to assess credit health of borrowers •Read through and analyzed credit agreements and other legal documents to help best advise borrowers

    • Trade Settlement Senior Analyst
      • Feb 2015 - Oct 2017

      •Supported the par and distressed loan-trading desks in settling syndications and loan trading activity using Loan IQ and Markit •Cleared P&L discrepancies and reviewed trade allocations •Trained and gave feedback to new team members

    • Trade Settlement Analyst
      • Aug 2014 - Feb 2015

Education

  • University of North Carolina at Chapel Hill
    Bachelor of Arts (BA), Management and Society
    2009 - 2013
  • Flatiron School
    Immersive Data Science Bootcamp
    2019 - 2020

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