
Gordon Oxley
JR Software Tester

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About me
Data Science Lead | AI in Investment Banking
Education

Stevens Institute of Technology
-Bachelor of Science Quantitative Finance 3.82Business 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 - 2018Master of Science - MS Business Intelligence & Analytics 3.95Statistical Learning and Analytics, Multivariate Data Analytics, Web Analytics, Process Analytics and Optimization, Experimental Design – Statistical Research Methods
Experience

Software Synergy, Inc
Jun 2010 - Sept 2014JR Software TesterTested 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 2017Independent Research - Amazon Mechanical Turk Text Mining
May 2016 - Aug 2016

Prudential Financial
Jun 2017 - Aug 2017Data Analyst InternDesigned 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 2019Application Support Engineer
Feb 2019 - May 2019RIsk IT Business/Data Analyst
Jun 2018 - Jan 2019

Jefferies
Sept 2019 - Mar 20252+ 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 2025Data Scientist, Assistant Vice President
Jan 2021 - Dec 2023Associate Data Scientist
Sept 2019 - Jan 2021
Licenses & Certifications

BESS (Bloomberg Certified)
Bloomberg LP
Stevens Emerging Leaders
Stevens Institute of Technology
Languages
- enEnglish
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