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. Member, Digital Asset Working Group.
• Lead quarterly reporting cycles and deliver client-facing portfolio reviews and presentations, including for institutional clients.
• Data & automation: Led the transition from a legacy data provider to a modern analytics platform; rebuilt models, dashboards, and client-facing templates.
• Built Python, SQL, and Excel VBA automation (LSEG Workspace, ODBC to trust accounting, Outlook) that cut preparation time ~90% on affected reporting workflows.
• Developed internal research tooling across ~3,900 covered securities: automated earnings-trend pipeline, weekly earnings alert, SQLite research database, and a React stock-research dashboard; built an equity-concentration dashboard and a sleeve-drift module that replaced a manual monthly workflow.
• AI leadership: Selected for Argent's AI Task Force (June 2026), which evaluates and risk-tiers AI use cases, administers AI platforms, and reports to the AI Steering Committee.
• Principal contributor to Argent's enterprise AI pilot; documented and presented ~18 automation and AI projects to senior leadership and partnered with information security on data-governance review.
• Created AI Wednesday, an internal AI briefing for finance professionals (8+ editions); delivered AI Basics presentations to ~25 Tulsa executives and ~20 Argent employees.

Financial Associate (March 2023 – January 2025)

• Managed and rebalanced client portfolios totaling $250M+, aligning strategies 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.

• Investment Research Database & Dashboard — Python/SQLite database ingesting ~3,900 stock-model workbooks (10,000+ trend rows) with screening and metric-drift functions; React/Vite dashboard for search, comparison, and sector filtering.
• Earnings Automation Suite — Python pipeline pulling LSEG data into macro-enabled Excel models via COM, plus a scheduled weekly earnings-alert email across ~3,900 covered names.
• 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 and Argent Lunch & Learn presenter

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