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Mark LeVie

Quantitative Analyst at Boston Partners

Boston, MA , United States

About

Mark LeVie, CFA, is a Quantitative Analyst at Boston Partners Global Investors, Inc., where he leverages his expertise in quantitative modeling and data analytics to support the firm’s equity investing strategies. He is responsible for developing and implementing quantitative research models that inform the firm's equity investment process, with a focus on systematically analyzing large datasets to identify factors driving performance in global equity markets.

Mr. LeVie’s specific area of investment focus is equity strategies, working across various sectors as part of Boston Partners’ data-driven investment approach. Since joining Boston Partners in 2019, he served first as a Lead Software Engineer in the data management group, before transitioning to his current role as Quantitative Analyst in 2022. Prior to Boston Partners, he was Enterprise Data Architect at State Street Global Advisors, specializing in the design and implementation of enterprise data solutions to enhance investment research and operations.

He holds a BS in Computer Information Systems from Marist University, as well as additional education from Bentley University's McCallum Graduate School of Business and Brockton High School. Mr. LeVie has been active in the investment industry since 1996 and is recognized for his contributions to quantitative research and financial technology within asset management.

Career History

OrganizationRoleDate RangeDetails
Boston Partners Global Investors, Inc.Quantitative AnalystJun 2022 to Present
Boston Partners Global Investors, Inc.Lead Software EngineerMar 2019 to Jun 2022
Responsible for implementation of Master Data Management solutions in Markit EDM across multiple data domains.
State Street Global AdvisorsEnterprise Data ArchitectJan 2015 to Mar 2019
Hands on leader of a development team responsible for building and maintaining master data management solutions across multiple data domains and investment processes: - Security Master - Blended/Cust...
State Street Global AdvisorsGlobal Head, Investment Data SystemsApr 2010 to Jan 2015
Provide technical and managerial leadership for the Data Systems organization at SSgA. Define division strategy for reference data management to support portfolio construction, trading, performance ...
State Street Global AdvisorsVice President - Investment Data SystemsJan 2008 to Apr 2010
Manage all phases of development for SSgA’s Security Master / Pricing systems. This includes equity and fixed income security setup, corporate actions, ratings, industry classifications and multiven...
State Street Global AdvisorsVice President - Hedge Fund SystemsJan 2006 to Jan 2008
Senior developer on a small team responsible for implementation of Hedge Fund Strategies on Sungard’s Front Arena Platform. Primary responsibilities focused on application development, configuration ...
Fidelity InvestmentsDirector of DevelopmentJan 2004 to Jan 2006
Responsible for managing 16 developers, including 3 off-shore resources, on a variety of tactical and strategic initiatives: • Direct management of development resources on a multi-year project to rep...
Fidelity InvestmentsSr Manager - Equity SystemsJan 1998 to Jan 2002
Managed a team of 5 developers responsible for supporting Equity Portfolio managers. Functional responsibility for portfolio management and research tools. Designed and developed a market analysis t...
Wellington ManagementTeam LeadJan 1996 to Jan 1998
Primary contact for Fixed Income managers' portfolio management and compliance reporting requests. Designed and implemented a compliance reporting module for Fixed Income managers Implemented a fina...
Lotus DevelopmentApplication DeveloperJan 1991 to Jan 1996
• Actively participated in all stages of the systems development lifecycle. • Designed and developed a web application which enabled Lotus customers to search Lotus Customer Support Databases. This re...

Education

Marist University

BS, Computer Information Systems

1986 1991

Brockton High School

1983 1986

Bentley University - McCallum Graduate School of Business

Skills & Expertise

Derivatives
Bloomberg
Corporate Actions
Mutual Funds
Trading Systems
Sybase Products
Sybase
Hedge Funds
Reference Data
Master Data Management
Securities
Data Architecture
Settlement
Fixed Income
Data Governance
Portfolio Management
Management
Back Office
Financial Services
Equities
Fund Accounting
Market Data
Middle Office
Investments
Data Quality
Security
Software Development
FX Options
Enterprise Data
Data Modeling
Security Master
Performance Management
Electronic Trading
Capital Markets
Strategy
Investment Banking
Trading
Alternative Investments
Financial Markets
Requirements Analysis
Asset Management
Oracle
Information Architecture
Microsoft Office

Others at Boston Partners (39)

NameRoleLocation
A
Andy Hatem
Equity AnalystWestwood, MA , United States
Charlie Clapp
Charlie Clapp
Equity AnalystHingham, MA , United States
C
Christopher Hart
Portfolio ManagerBoston, MA , United States
Colin Egan
Colin Egan
Equity AnalystBoston, MA , United States
D
Daniel Farren
Senior Portfolio AnalystMattapoisett, MA , United States
David Hinton
David Hinton
Equity AnalystKentfield, CA , United States
D
David Kim
Portfolio ManagerBoston, MA , United States
D
Duilio Ramallo
Senior Portfolio ManagerLos Angeles, CA , United States
E
Edward Odre
Equity AnalystBoston, MA , United States
Eric Gandhi
Eric Gandhi
Portfolio ManagerNew York, NY , United States
Showing 1-10 of 39 team members

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