Jaylon Rodriguez

Investment Analyst (February 2025 – present)

• Investment management: Execute rebalancing and trading across $1B+ in trust, retirement, and institutional client portfolios, keeping accounts aligned with investment policy statements, target allocations, restrictions, and cash needs.
• Research equities, fixed income, funds/ETFs, and alternatives; deliver recommendations that inform portfolio construction and asset allocation decisions.
• Lead quarterly reporting cycles and deliver client-facing portfolio reviews and presentations, including for institutional clients.
• Data & automation: Led the transition off a legacy data provider the office had used for 20+ years: negotiated a several-month extension on a six-week shutdown notice, helped select LSEG, reverse-engineered the provider's discontinued calculations, and converted the model workbooks without interrupting the investment process.
• Built Python, SQL, VBA, and Power Query automation that cut prep time ~90% on affected reports and automated 40–50 hours a month of recurring work, including daily cash reporting, trade checks, earnings updates, and a daily discount-rate model.
• Developed research tooling across ~3,900 securities: an earnings-trend updater, a weekly earnings alert, a stock-file database verified by parallel run before cutover, and a React research dashboard; prototyped concentration, drift, and optimization analytics.
• Renegotiated a market-data vendor contract, cutting that cost roughly in half; leading the office's move from a legacy shared drive to SharePoint.
• AI programs: Selected for Argent's AI Task Force (June 2026); one of the most active participants in the enterprise AI pilot; presented 18 automation and AI projects to senior leadership.
• Created AI Wednesday, a weekly internal AI briefing (22 editions); delivered AI Basics talks to ~25 retired executives (invited back) and ~20 Argent staff.

Financial Associate / Analyst (March 2023 – January 2025)

• Supported rebalancing and trading across client portfolios totaling $250M+, aligned with market conditions and client objectives.
• Led the firm's transition to a new data provider and overhaul of analytic systems; led multiple automation projects that improved team efficiency and reporting accuracy.
• Delivered client presentations, particularly for institutional clients, and led quarterly reporting cycles with performance summaries and commentary for client meetings.

Finalist

• Produced an investment recommendation for a publicly traded corporation using comps, precedent transactions, and DCF models; presented to a panel of professional judges.

• Legacy Data-Provider Transition — Replacement of a 20-year market-data source on short notice: rebuilt discontinued proprietary calculations on LSEG data and batch-converted the Excel model workbooks.
• Daily Pipelines & Operations Automation — Scheduled Python tools for cash reporting, trade checks, a daily discount-rate model, and a trust-team reconciliation, together about 40–50 hours a month of manual work automated.
• Investment Research Database & Dashboard — Python/SQLite database over ~3,900 stock-model workbooks, plus a stock-file database verified by parallel run; React dashboard for search, comparison, and sector filtering.
• Earnings Automation Suite — LSEG-to-Excel earnings updater (~30 hours saved a quarter), a weekly earnings alert across ~3,000 securities, and a stock-split alert.
• 38-Year Asset Allocation Study — Efficient-frontier and rolling-period analysis of U.S. equity, international equity, and intermediate fixed income; interactive Plotly dashboard for client conversations.
• Iron Ledger / Manifest / Quartermaster (personal) — Full-stack apps shipped end to end: React/Next.js, Supabase, Vercel, Capacitor iOS on TestFlight; offline-first sync, push notifications, HealthKit, 700+ automated tests. Details →

Selected member; AI Wednesday author; Executives of Tulsa (invited back) and Argent Lunch & Learn presenter

Member

Member

Philanthropy Chairman — organized social and charitable events for 150–400 people

Price College of Business — Bachelor of Business Administration in Finance

• Price College Dean's Honor Roll (5 semesters) · Academic Achievement RTW Scholarship · OU Investment Club · OU Clay Target Team · Volunteer, OU Big Event

Farm Project Manager — manage farm projects and lead a team; resolve operational challenges

Ski Technician and Driver