Stefan Hatfield

Strategy | Technology | Analysis | Ingenuity

Data Science & Quantitative Insight

Options Research, Finance and Markets

Strategic Management Exposure

Technology Leadership and Tool Adoption

Top Technologies

Highlighted Core Skill Sets

Data Science & Quantitative Insight

Options markets generate massive amounts of data across strike, expiry, and implied volatility dimensions which can be often noisy, but rich with signal. I built custom statistical tools and visualizations in R and Python to extract actionable insights, helping clients and internal stakeholders navigate this complex space with clarity and precision.

Designed and implemented analytical pipelines to process high-frequency options data from CBOE, Bloomberg, and internal APIs, transforming raw volatility surfaces into tradable signals.
Built interactive dashboards in R and Power BI to visualize skew, term structure, open interest flows, and cross-asset correlations making complex concepts digestible and decision-ready.
Developed custom factor models to isolate volatility anomalies, earnings-related dislocations, and macro regime shifts across ETFs and single names.
Leveraged SQL, R, and Python to build a modular toolkit that supported both day-to-day research and long-horizon thematic work.

Options Research, Finance and Markets

Unlike traditional equity research, options research demands timeliness, clarity, and precision. With no limit to what names I could cover, I built deep market knowledge across sectors while coding custom tools and visualizations to distill complex data into clear, actionable insights.

Covered equity options across ETFs and single-name stocks spanning all sectors, publishing over 300 trade ideas with a cumulative return of 9.5%.
Built proprietary research tools in R, Python, SQL and Power BI to identify opportunities, automate workflows, and scale analysis. (e.g., Options Dashboard)
Published thematic reports integrating macro, fundamental, and volatility frameworks for institutional clients.
Developed cross sector and market knowledge ranging from small 10Q details to developing and monitoring tradable themes.

Strategic Management Exposure

Uniquely, my Research Analyst was also the Co-Head of Equity Research, Head of the Options Desk, and eventually Co-Head of Equity Sales which gave me a unique window into strategic and operational decision-making. With his trust, I directly contributed to management-level projects and C-suite communications.

Worked directly under senior leadership with oversight of Research, Sales & Trading, contributing to key firm-wide strategic initiatives.
Collaborated on executive-level presentations for the Office of the CEO, covering topics such as department revenue, cost structure, and headcount planning.
Helped revamp and maintain the department’s financial model, enabling data-driven headcount, productivity, and budget decisions.
Developed a deep understanding of how research, sales, and leadership functions align to drive performance and strategic growth.

Technology Leadership and Tool Adoption

As a believer that everything can be done better, I constantly seek tools and workflows that improve efficiency, clarity, and depth of analysis. At Stifel, I was consistently the first to champion emerging technologies, proving out their use cases and tailoring adoption to team-specific workflows.

First to adopt and champion Power BI across the research department; led internal training and made it a central part of firmwide analytics and reporting workflows.
Integrated Python and R into equity research and trading desk reporting; built custom pipelines that automated recurring tasks and freed analysts to focus on higher-value analysis.
Introduced Obsidian, a markdown-based knowledge management system; created a full stock-tracking vault and led a department-wide teach-in to showcase its power.
Led collaboration with BlueMatrix to convert the firm’s legacy PDF research library into a searchable, interactive HTML format, modernizing how research was published and consumed.

Associate Development & Team Culture

Early in my time in NYC, I recognized a gap in how we onboarded talent, built culture, and communicated across levels. I helped found and lead the Associate Development Committee (ADC), which tackled both structural improvements and team-building initiatives to enhance the associate experience.

Co-founded and led Stifel’s Associate Development Committee, serving as a liaison between associates and Directors of Research to improve education, communication, and morale.
Launched onboarding and continuing education programs including Wall Street Prep, financial modeling bootcamps, and peer mentorship tracks.
Organized firmwide social initiatives, including intramural leagues (basketball, volleyball, kickball), events, and happy hours to promote camaraderie and retention.
Helped elevate associate visibility and satisfaction, driving initiatives targeted at boosting engagement and long-term retention.

Top Project Highlights

Options Dashboard

The Options Dashboard is a proprietary system to analyze and monitor the Options and Equity markets comprising of multiple Power BI dashboards, ~50 python and R scripts, automated emails and reports long with a suite of excel tools and custom data visualizations.

Took in 500 data points on 2,200+ stocks from multiple APIs into SQL database.
Generated multiple interactive Power BI dashboards to be used by Research and Trading desk to identify outliers, trends and patterns in the options and equity market.
Generated 50+ custom scripts (python + R) to utilize SQL and APIs to generate analysis and innovative data visualizations.
Data was used across multiple department from the Executive and Research to Sales and Trading.
Created an easy to digest, automated End-of-Day Options Report that was sent to all US Research , Sales and Trading which generated insights and conversations across departments.

Private Client Overwrite Program

The Covered Call Tool encompasses a suite of tools that allowed us to intake a client portfolio, generate risk adjusted overwrite, initiate the sale, monitor performance, automatically get alerted for at risk stocks and generate digestible reports for the advisor and client.

At peak, managed over $100 million in underlying portfolio value across Private Clients with over $150 m AUM analyzed for overwrites generating nearly ~$100k in fees annualized.
Frequent updates with clients with nearly 200 interactions annualized. Provided nearly 150 bespoke vol analysis reports to clients
Generated tools to intake a custom portfolio and adjust strikes and expiration to match clients risk tolerance
Scripted automatic email alerts when a stock got close the the strike price allowing us to remain on top of multiple portfolio adjustments.
Created custom scripts to pull manual analysis and option selection into a format the execution desk prefers making a streamlined process.
Build custom dashboard and analysis to present to clients and brokers and provide stats around performance and risk.