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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boston Partners Global Investors, Inc. | Quantitative Analyst | Jun 2022 to Present | — |
| Boston Partners Global Investors, Inc. | Lead Software Engineer | Mar 2019 to Jun 2022 | Responsible for implementation of Master Data Management solutions in Markit EDM across multiple data domains. |
| State Street Global Advisors | Enterprise Data Architect | Jan 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 Advisors | Global Head, Investment Data Systems | Apr 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 Advisors | Vice President - Investment Data Systems | Jan 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 Advisors | Vice President - Hedge Fund Systems | Jan 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 Investments | Director of Development | Jan 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 Investments | Sr Manager - Equity Systems | Jan 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 Management | Team Lead | Jan 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 Development | Application Developer | Jan 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
Others at Boston Partners (39)
| Name | Role | Location |
|---|---|---|
A Andy Hatem | Equity Analyst | Westwood, MA , United States |
| Equity Analyst | Hingham, MA , United States | |
C Christopher Hart | Portfolio Manager | Boston, MA , United States |
| Equity Analyst | Boston, MA , United States | |
D Daniel Farren | Senior Portfolio Analyst | Mattapoisett, MA , United States |
| Equity Analyst | Kentfield, CA , United States | |
D David Kim | Portfolio Manager | Boston, MA , United States |
D Duilio Ramallo | Senior Portfolio Manager | Los Angeles, CA , United States |
E Edward Odre | Equity Analyst | Boston, MA , United States |
| Portfolio Manager | New York, NY , United States |
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