Jake Spoto
Finance and applied AI, built from the ground up.
Clean models, clear thinking, repeatable decisions.
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About
Finance degree with highest honors from Florida State, based in Tampa. I studied the fundamentals rigorously — corporate finance, capital markets, accounting, and financial analysis — and spent equal time building outside the curriculum: developing a genuine understanding of AI across applications and implementation, automation, machine learning, and workflows that are just starting to reach finance.
I work at the intersection of both. Most of what I've built has lived on my hard drive. I'm changing that.
Finance & Investing
Formal training in accounting, valuation, and capital markets — extended through hands-on modeling work: 3-statement builds, DCF frameworks, LBOs, portfolio construction, and investment research with real theses and clear analytical conclusions.
Applied AI & Automation
Self-taught across machine learning, quantitative methods, and LLM frameworks — with enough depth to implement systems, not just operate tools. Practical applications that target finance directly: predictive classifiers, automated research pipelines, structured extraction from filings and transcripts, and workflow automation that improves speed and consistency across research and modeling.
Research
Original research combining fundamental and quantitative methods — sector analysis, market frameworks, and written work with explicit assumptions and testable calls. Structured to surface signal and produce decision-ready outputs, published openly for anyone to read and pressure-test.
Projects
Shipping The Great Rotation of 2026
Sector and market analysis documenting the most significant style rotation in two decades — with rules-based framework, precise thresholds, and sell triggers.
Shipping Moody's (MCO) DCF Valuation
Institutional-grade DCF model for Moody's Corp — $366 base case across 15 tabs with 1,465 formulas and 3 validated scenarios.
Shipping ReneWind Predictive Maintenance
Neural network classifier predicting wind turbine generator failures with ~97% accuracy and ~95% recall.
Skills
Finance-first, built up with programming and AI. The tools below are ones I've used in real projects — not just listed.
Valuation & Modeling
Investing & Research
Machine Learning & AI
Tools