Bobby Martin
Scaling portfolio research and management through innovative solutions
Experience
Thrivent Financial
May 2022 - present
Senior Application Engineer
Systematic Alpha Quant Team
- Author and maintainer of internal R package platform for quantitative factor building and analysis.
- Optimized factor calculation/export by over 500% compared to S&P's ClariFI Desktop application.
- Designed and architected factor definitions and transformations as code for greater flexibility.
- Engineered an analytic warehouse, centralizing over 12,000 point-in-time company metrics.
- Develop quantitative factors for use within the Systematic Alpha team's proprietary models.
- Maintain model environments, deployments, and processing in AWS.
- Create analytical workflows for historical backtests, portfolio construction, and attribution.
Jan 2020 - May 2022
Application Engineer
Investments Data Hub Team
- Developed a deep understanding of investment data as primary architect of 8 core mastered domains.
- Implemented programmatic access of data used in external client materials for Mutual Fund Marketing.
- Partnered with Fixed-Income analysts to create consumer loan dashboards in Python.
- Built dashboards for Mortgage analysts to monitor fund valuation, subs/reds, and allocation compliance.
- Improved Security Operations efficiency through workflow automation and custom applications.
May 2018 - Jan 2020
Associate Application Engineer
Back Office Support Team
- Maintained critical internal/vendor systems for post-trade activity and reporting.
- Developed thriventprivateinvestments.com on AWS with S3 and CloudFront.
City of St. Paul
2017 - 2018
Web Assistant Intern
- Digitized property inspection process with custom Microsoft PowerApp.
- Leveraged Drupal, HTML/SCSS, and GIT to improve stpaul.gov.
College
2015 - 2018
Teacher's Assistant
Mary Daugherty, CFA. Senior Fellow in Applied Finance
- Analyzed Bloomberg data on over 200 companies for foreign asset tax implications.
2014 - 2018
Web Developer & Managing Intern
- Created websites and email campaigns for over 80 departments.
Education
University of St. Thomas (MN)
Class of 2018
Political Science & Information Systems Double major
Honors
- Full scholarship recipient.
- Dean's List 6 semesters.
- H.W. Ross Political Science Scholarship.
Leadership
- VP of Public Relations, Student Government.
- President, Sigma Chi Fraternity.
- Sophomore Class Senator, Student Government.
Accomplishments
Boy Scouts of America
- Eagle Scout, 2014.
- Assistant Scoutmaster, 2018.
Certifications
- Bloomberg Market Concepts.
- Certified Scrum Product Owner.
Thrivent Leadership Training
- 1/30 selected for inaugural program.
Skills & Technologies
Programming & Development
- R / Python
- Package Development
- Model Development/Deployment
- Containerization (Docker)
Data Proficiency
- Investment Data Modeling
- Columnar Analytic Processing
- Data Pipelines (ETL, ELT)
- Dashboards (Shiny, Astro, Django)
Cloud & Infrastructure
- AWS (IAM, EC2, S3, Bedrock)
- IaC (Terraform, Ansible)
DevOps & Automation
- CI/CD (GitHub Actions)
- Secrets Management