Wes Heginbotham, CFA

Experience

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  Hays Advisory, LLC

  Jan 2013 - Aug 2013

  Intern

  - Constructed and back-tested a U.S. equity Sector Rotation financial model for research purposes; presented findings to the director of research - Investigated and summarized the investment strategies of competing outside managers- Developed an electronic filing system for monthly client statements - Coordinated with financial advisors to market Hays investment products to individuals - Organized a database of prospective client contact information - Produced customized client proposals using Zephyr Style Advisor software - Assisted the research team in various projects including data analyses, Excel-based financial modeling, data visualization, and interpretation of the results Show less

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  Belmont University

  Jan 2013 - Aug 2013

  Finance Academic Tutor

  Tutored non-finance majors in entry level finance courses

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  Mission Capital Management

  Aug 2013 - Jul 2014

  Research Intern

  - Assisted with fundamental equity research and communicated findings to the lead portfolio managers- Built financial models in Excel to automate certain valuation processes

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  Hays Advisory, LLC

  Jan 2015 - Feb 2018

  Research Analyst

  - Automated analytical & administrative processes with Python and VBA- Reduced annual operating costs for the Research Department by approximately 50% by finding ways to increase efficiency in data-handling processes- Assisted the Director of Research in building/maintaining Hays' proprietary financial models and evaluating the use of new technical indicators- Maintained the company's website by creating and uploading charts, data, and other information relevant to Hays' asset allocation procedures- Corresponded with financial advisors to help clients reach their financial goals- Provided the marketing team with timely capital markets data relevant to Hays' portfolios Show less

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  The Escape Game

  Feb 2018 - Jul 2020

  Data & Analytics Manager

  - Automate accounting & analytical processes with Python and JavaScript- Build financial/statistical models to set goals for existing stores and forecast performance of future locations- Develop company-wide budgets & cash flow forecasts - Provide executives with valuable insight into company performance, industry trends, and the competitive landscape

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  Bloomberg

  Aug 2020 - now

  Front-End React Developer for the BQuant Help Center: a web platform for documentation, tutorials, and other help content for Bloomberg’s Quant Finance tools. - Author educational materials designed to teach financial professionals how to code and work effectively with large Bloomberg datasets- Develop client-facing data science projects highlighting the features of Bloomberg's Quant Platform - Collaborate with engineers in the development of new documentation and user-experience features

  • Senior Software Engineer

    Feb 2024 - now

  • Software Engineer

    Jan 2023 - May 2024

  • Developer Advocate - Bloomberg Quant Platform (BQuant)

    Aug 2020 - Jan 2023