Portfolio & CV

Justin Louie

Finance Operations · Data Systems · Automation

probability_engine.py
# Optimal position sizing engine
import pandas as pd
import numpy as np
def kelly_criterion(p, odds):
b = odds1; q = 1p
return (b * pq) / b
df = pd.read_csv('market_data.csv')
df['edge'] = df.apply(
lambda r: kelly_criterion(
r.p_win, r.odds), axis=1)
picks = df[df.edge > 0.03]
print(f"Found {len(picks)} edge plays")
# → Found 12 edge plays
01

About

With 20 years in finance, I've built deep expertise in corporate actions and investment operations — the kind of institutional knowledge that only comes from navigating thousands of complex transactions, tight regulatory deadlines, and ever-shifting market conditions.

But I've never been content to just manage process. I build systems. Whether it's VBA automation that eliminates hours of manual work, a probability engine for analyzing sports betting markets, or a paperless operations initiative that fundamentally changed how a team works — I identify inefficiency and engineer the solution.

I'm drawn to the intersection of finance, data, and automation — where institutional knowledge meets modern tooling to create compounding leverage.

Interests

📊
Trading
Markets, edge cases, systematic approaches
🤖
AI
Applied ML, probability, intelligent automation
⚙️
Systems
Workflows that compound and scale
🏦
Finance
Operations, instruments, capital markets
02

Experience

2004 — Present

Corporate Actions Specialist

Financial Services Industry · 20+ Years

  • Processed and managed corporate actions events across a broad universe of investment instruments — dividends, mergers, rights offerings, bond calls — with precision and regulatory compliance throughout.
  • Designed and deployed a VBA macro system to automate mass email notifications to hundreds of investment advisors simultaneously, replacing a time-intensive manual workflow and reducing error rates significantly.
  • Built a comprehensive VBA toolset for daily operational tasks — data extraction, report generation, reconciliation — creating compounding efficiency gains across the team week over week.
  • Led the transition from paper-based processes to a fully digital workflow, delivering measurable annual cost savings and establishing a more scalable, auditable operational standard.
  • Developed SQL queries and Excel models to support data analysis, trend identification, and operational reporting across the corporate actions lifecycle.
20+
Years in Finance
100s
Advisors Automated
Hours Saved via Macros
0
Paper Processes Remaining
03

Projects

Data · Sports Analytics

NBA Betting Probability Engine

A data pipeline that scrapes sportsbook lines and pulls two years of player statistics via the NBA API. Calculates historical hit frequencies for player props — over/under thresholds — to surface statistically-backed betting edges using frequency analysis and probability scoring.

Python NBA API Web Scraping Probability Statistics

Finance · Tools

Excel Trading Journal

A structured Excel-based system for logging trades, tracking P&L, capturing entry rationale, and reviewing performance patterns over time. Built for systematic self-review and continuous improvement of trading decisions.

Excel VBA Data Modelling P&L Analysis

Automation · Operations

Corporate Actions Macro Suite

A comprehensive VBA automation library for financial operations. Includes a mass email engine that sends individualized corporate action notices to hundreds of investment advisors, plus a library of operational utilities that automate routine daily workflows.

VBA Excel Outlook Operations

Operations · Systems Design

Paperless Operations Initiative

Designed and led the full digitization of paper-based financial processes. Eliminated physical document handling, reduced annual operational costs, and established a more auditable, searchable, and scalable records system for the entire team.

Systems Design Process Automation Digital Transformation
04

Skills

Finance

Corporate Actions Investment Operations Capital Markets Regulatory Compliance Fixed Income Equities

Data & Analytics

SQL Probability Theory Statistical Analysis Excel Modelling Machine Learning Data Pipelines

Automation & Engineering

VBA Macros Python Web Scraping API Integration Process Design Productivity Systems
05

Writing

Essays on finance, productivity, AI,
and building systems — coming soon.

Finance Productivity AI Automation Trading Systems Thinking
06

Contact