Gordon Oxley

Gordon Oxley

JR Software Tester

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location of Gordon OxleyNew York City Metropolitan Area

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  • Timeline

  • About me

    Data Science Lead | AI in Investment Banking

  • Education

    • Stevens Institute of Technology

      -
      Bachelor of Science Quantitative Finance 3.82

      Business Certifications: Bloomberg (BESS)Courses: Advanced Time Series and Machine Learning, Multivariate Calculus and Optimization, , Financial Market Microstructure and Trading Strategies, Econometrics, Microeconomics, Macroeconomics, Statistics, Computer, Science, Calculus I - III, Financial Accounting, Corporate Finance, Intro to RiskManagement, Securities Valuation, Financial Statement Analysis, Discrete Structures, Data Structures and Algorithms

    • Stevens Institute of Technology

      2014 - 2018
    • Stevens Institute of Technology

      2016 - 2018
      Master of Science - MS Business Intelligence & Analytics 3.95

      Statistical Learning and Analytics, Multivariate Data Analytics, Web Analytics, Process Analytics and Optimization, Experimental Design – Statistical Research Methods

  • Experience

    • Software Synergy, Inc

      Jun 2010 - Sept 2014
      JR Software Tester

      Tested software that needed to be delivered to company customers

    • Stevens Institute of Technology

      May 2016 - May 2017

      • Conducted research focused on energy and materials sector by using Bloomberg tools and functions to perform financial analysis such as discounted cash flow analysis and ratio analysis• Identified promising investments and performed detailed stock pitches in order to invest a part of the fund’s $200,000 • Accessed Amazon Web Services’ API using R in order to collect data on how Mechanical Turk workers code Tableau comments • Determined what comments are the most constructive and helpful in the Tableau forums based on a table of sentiment codes

      • Student Managed Investment Fund

        Sept 2016 - May 2017
      • Independent Research - Amazon Mechanical Turk Text Mining

        May 2016 - Aug 2016
    • Prudential Financial

      Jun 2017 - Aug 2017
      Data Analyst Intern

      Designed and implemented dashboards in Tableau that provided key insights into organizational budgeting and participation with company incentive programs, in collaboration with the Business Intelligence team

    • Jefferies

      Jun 2018 - May 2019
      • Application Support Engineer

        Feb 2019 - May 2019
      • RIsk IT Business/Data Analyst

        Jun 2018 - Jan 2019
    • Jefferies

      Sept 2019 - Mar 2025

      2+ years of experience managing a dynamic team of 8 data scientists, providing mentorship, leadership, and training to drive AI solutions across all front office business unitsLeading Gen AI rollout and strategy for Investment Banking and Equity Research use cases to increase efficiencies in banker and analyst workflows by utilizing prompt engineering, model fine-tuning, and retrieval-augmented generation of public and proprietary data through several delivery channelsDeveloped and delivered fine-tuned LLM summarization features in CRM that provide concise summaries of published research and banker notes Generating investor and buyer lists, informed by internal data on client behavior and powered by machine learning, to drive targeted initiatives in Equity Capital Markets and M&A product groups Product Manager and scrum lead responsible for transforming ideas into products by gathering requirements, managing stakeholders, and executing key roadmap items Show less Led a pioneering NLP project, using RoBERTa models to perform named entity recognition and insights extraction from banker notes and text dataConducted sell side customer and transaction analytics for Jefferies’ clients in Python, resulting in three successful sell-side M&A transactions valued in the millionsDeployed machine learning models with explainable AI to identify deal opportunities, including activism, follow-on offerings, leveraged buyouts, and refinancing opportunitiesDeveloped cloud-based analytical layers in Scala and Pyspark for feature creation by using my expert knowledge of financial data such as fundamental data provided by S&P Capital IQ Show less

      • Data Science Lead, Vice President

        Dec 2023 - Mar 2025
      • Data Scientist, Assistant Vice President

        Jan 2021 - Dec 2023
      • Associate Data Scientist

        Sept 2019 - Jan 2021
  • Licenses & Certifications

    • BESS (Bloomberg Certified)

      Bloomberg LP
    • Stevens Emerging Leaders

      Stevens Institute of Technology