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Brian Davidhizar

Brian Davidhizar

Certified

Data and Business Systems Analyst III

K-LOVE/Air1 Media | Tennessee

Technologies

My Portfolio Highlights

My New Track

R Programmer

My New Track

Data Analyst

My New Track

Associate Data Scientist in R (previously Data Scientist with R)

My New Track

R Programmer

Investments Analytics, Competitive Research, Product Development, Data Science, Business Intelligence, Tableau, Snowflake, Power BI, Python, R, SQL, Data Visualization

My Work

Take a look at my latest work.

course

Understanding Data Science

course

Introduction to R

course

Understanding Data Science

My Certifications

These are the industry credentials that I’ve earned.

Data Literacy

Data Literacy

AI Fundamentals

AI Fundamentals

Other Certificates

CFA Institute Certificate in Investment Performance Measurement (CIPM)

Tableau Tableau Desktop Specialist

Alteryx Alteryx Designer Core Certieified

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

Courses

Introduction to SQL
Understanding Artificial Intelligence
Understanding ChatGPT
Introduction to Power BI

My Work Experience

Where I've interned and worked during my career.

Educational Media Foundation | Jun 2024 - Present

Data and Business Systems Analyst III

Data & analytics project coordinator, facilitator, & contributor. Kanban aficionado and accountability champion. Force multiplier. Confidence-boosting encourager of teammates.
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Sourced | Nov 2023 - Present

Account Manager

Bookkeeper

Ramsey Solutions | Mar 2022 - Apr 2024

Data Analyst | RamseyTrusted Real Estate

Data analyst in a multi-talented squad contributing alongside marketers, paid-media specialists, designers, and copywriters to optimize paid-search initiatives in RamseyTrusted Real Estate operations. We investigated difficult business questions and collaborated to solve pressing challenges and deliver business value. I used machine learning & data science techniques to build predictive models that help inform Google's understanding of our Real Estate lead values. Programming languages include Python, PostgreSQL and R. Gitlab familiarity. Developed and maintained business intelligence dashboards in Tableau tailored to end-user requirements using data visualization best practices.

T. Rowe Price | Jul 2018 - Mar 2022

Sr. Manager Data Analytics, VP | Financial Planning & Analysis

Perform financial analysis of strategic initiatives and evaluate product economics, revenue & expenses, asset flows, research fees, travel & entertainment. Remain abreast of competitors and market trends in the global asset management industry through analysis of their product lineups. Strategic review of International Equity unit and development of strategic priorities for new incoming Head of International Equity. Contributed to more fluid performance-based fee modeling (various performance-based fee constructs: symmetrical, high-water-marks, true- ups, etc.). Assisted legal department in translating performance-based-fee structure into investment management agreement language, help ensure proper billing model. Disseminated Microsoft Power BI, R Programming, and other data analyst skillsets throughout FP&A.

T. Rowe Price | Jun 2016 - Jul 2018

Product Analyst, AVP | Product Strategy Group

Selected to be a part of new, enterprise-wide Product Group specifically dedicated to investment product strategy, new product development, market sizing, and other similar exercises. Important analytical contributions to product development work streams and other strategic initiatives such as “high-conviction” equity research and the development of high-active-share strategies, China Equity product development, CFTC Commodity Pool Operator/Commodity Trading Advisor registration research & evaluation, Japan Equity scaling opportunities/analysis, UK OEIC market survey, Product Health Check Dashboard initiative. I created data stories by leveraging business intelligence tools such as Microsoft Power BI and Tableau. I communicated the competitive environment, developed scenarios, and built for-and-against course-of-action cases for final presentation to strategic decision-makers such as the Product Steering Committee, International Equity Steering Committee, Head of Fixed Income, Head of Global Distribution, etc.

T. Rowe Price | Apr 2015 - Jun 2016

Sr. Market Research Analyst | Global Investment Services

Directly supported Global Institutional Sales, Consultant Relations, and Marketing teams. I specialized in investment product competitor analysis, universe construction, performance measurement & attribution, market appetite & asset flows, etc. Maintained a solid understanding of investment data analytics systems such as eVestment, Morningstar Direct, Factset, Zephyr StyleAdvisor, Strategic Insight, Mercer Insight, Lipper, etc. Using multiple data sources, built visualizations that communicated data clearly and concisely to top management, better enabling them to make important strategic or tactical decisions. Visualization tools other than the aforementioned include Tableau and R.

T. Rowe Price | Oct 2011 - Apr 2015

Quantitative Performance Analyst | Performance & Investment Data Services

Provided CEO and Senior Members of Investment Staff with Lipper Ranking statistics and performance trends of all T. Rowe Price funds. Leveraged Zephyr StyleAdvisor to supply returns-based Style Charts and Modern Portfolio Theory statistics to investment staff personnel and marketing professionals. Maintained an understanding of how such statistics are being calculated by the tool. Utilized Wilshire Atlas to perform Attribution analysis and assisted in the interpretation of such analysis with end-users as needed. Created and maintained within Wilshire custom universes and portfolios. Accessed Morningstar Direct to perform ad-hoc portfolio/universe ranking, competitor, and performance analyses, produce various (sometimes standardized) reports, and fulfilled such requests to end-users in a timely and cognizant fashion. Maintained subject matter expertise on quantitative and portfolio analysis tools and methodologies and trained other investment professionals on tool usage, data interpretation and application as necessary. Explored application of R programming to portfolio performance analysis & portfolio returns, MPT financial statistic calculations, and visual presentation thereof using various R packages including Shiny and Shiny-Server.

T. Rowe Price | Jul 2010 - Oct 2011

Sr. Portfolio Accountant | VC/PE Distribution Management Services

Executed proper booking of corporate shares being distributed to institutional clients from ownership interests in venture partnerships. Notify investment staff which portfolios are receiving x quantity of shares at y price. Confirm share amounts with delivering broker and relay settlement instructions to receiving custodians. Professionally replied to institutional client inquiries regarding distribution information and sell trade details. Reconciled high-yield fixed income portfolios to positions at custodian banks for institutional clients. Constructed/Edited MS Excel macros used for producing various client reports distributed to venture clients. Ensured proper recording of bankdebt settlements for assigned portfolios and facilitated communication of such settlements with custodian banks.

Cohen & Company | Jun 2008 - Mar 2010

Hedge Fund Audit Staff | Arthur Bell CPAs

Auditor at Arthur Bell CPAs prior to acquisition by Cohen & Co. Audited annual financial statements of several high profile hedge funds, commodity pools, and fund-of-funds by executing a wide range of auditing procedures Acquired a strong understanding of alternative investment organizations, their operating structures, and the manner in which they present their financial statements Compiled financial statements for clients filing 10-K and 10-Q reports with the SEC Examined the presentation of performance tables of specified extracted investment programs as part of a performance table examination team

PricewaterhouseCoopers | Jan 2008 - Jun 2008

Assurance Associate

PwC Washington Federal Practice -- Provided consulting services to a government organization undergoing audit preparation

United States Marine Corps | Feb 2003 - Feb 2008

Cryptologic Linguist, Spanish (MOS 2674)

Ranks: Private First Class -- 2003 Lance Corporal -- 2003-2004 Corporal -- 2004-2005 Sergeant -- 2005-2008 Discharge: Honorable Served in the United States Armed Forces as a U.S. Marine for five years filling a Signals Intelligence billet. Successfully completed intensive military training in basic combat operations, foreign language, intelligence production, and information technology application Awards: Joint Service Achievement Medal Navy and Marine Corps Achievement Medal Army Achievement Medal Joint Meritorious Unit Award Marine Corps Good Conduct Medal National Defense Service Medal Global War on Terror Service Medal Duty Stations: Marine Corps Recruit Depot -- San Diego, California Marine Combat Training - School of Infantry -- Camp Pendleton, California Marine Detachment -- Defense Language Institute, Presidio of Monterey, California Marine Detachment -- Goodfellow Air Force Base, San Angelo, Texas Marine Cryptologic Support Battalion - Company B -- Fort Meade, Maryland

My Education

Take a look at my formal education

M.S., Data ScienceEastern University | 2023
M.S., LeadershipNorwich University | 2018
Graduate Certificate, Computational FinanceUniversity of Washington | 2013
M.S., Accounting & FinanceUniversity of Maryland Global Campus | 2009
A.A., SpanishDefense Language Institute | 2005
B.S. in International BusinessMessiah University | 2002

About Me

Brian Davidhizar

I help people be successful.

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