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About
Stephen Jones is a Senior Quantitative Analyst at CastleArk Management LLC in Chicago, where he has been a key member of the Quant/Macro investment team since 2018. His responsibilities focus on quantitative research, model development, and supporting macro-level investment strategies for institutional clients. He specializes in quantitative analysis across multiple asset classes and contributes to the firm’s systematic investment approaches.
Prior to joining CastleArk, Stephen held a Financial Services Intern role at Penske Automotive Group, where he gained foundational experience in financial operations and analytics. His expertise spans equities and macroeconomic research, with a focus on leveraging statistical methods and data-driven models to identify investment opportunities.
Stephen holds a degree in Finance and Economics from the University of Notre Dame, with a strong academic grounding in financial theory, econometrics, and portfolio management. At CastleArk, he has contributed to the evolution of the firm’s quantitative research processes, supporting strategic decision-making for diverse growth and macro strategy mandates.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Castleark Management LLC | Analyst | Jun 2018 to Present | -Build and maintain factor models to measure and assess investment risks -Develop Shiny applications to share quantitative insights -Conduct optimization to support portfolio construction -Construct m... |
| Penske Automotive Group | Financial Services Intern | May 2017 to Aug 2017 | -Identified income opportunities from increased dealer reserve markup, inspiring process changes in 3 dealership regions -Estimated $300,000 of potential savings related to dealership credit report us... |
Education
University of Notre Dame
Finance and Economics
2014 — 2018
Others at Castleark Management LLC (15)
| Name | Role | Location |
|---|---|---|
 | Principal and Portfolio Manager | Chicago, IL , United States |
 | Research Analyst | Chicago, IL , United States |
B Brandy Hamilton | Senior Trader | Chesterton, IN , United States |
D Daniel Becker | Principal, Co-Chief Investment Officer | Chicago, IL , United States |
 | Senior Analyst | Chicago, IL , United States |
G Grover Cole | Analyst | Chicago, IL , United States |
J Jim Stark | Portfolio Manager - Small Cap Growth | Chicago, IL , United States |
K Kain Cederberg | Head Of Trading | Chicago, IL , United States |
 | Principal | Chicago, IL , United States |
 | Analyst | Chicago, IL , United States |
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