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S

Sapan Dalal

Portfolio Manager & Head of Trading | Derivatives, Risk, Energy Markets, Financial Reasoning Evaluation

USA flagHouston, Usa
$100.00/hrEntry Level

Key Skills

Software

No software listed

Top Subject Matter

Derivatives & Multi‑Asset Trading
Energy Markets & Commodities (Crude, Refined Products, Power, Gas)
inancial Modeling, Valuation & Risk Frameworks

Top Data Types

TextText
DocumentDocument

Top Task Types

No task types listed

Freelancer Overview

Senior Portfolio Manager & Head of Trading with 20+ years across derivatives, commodities, power markets, valuation, and multi‑asset risk frameworks. Extensive experience evaluating complex financial reasoning, validating pricing logic, identifying flawed assumptions, and reviewing multi‑step analytical workflows. Expert in crude oil, refined products, natural gas, NGLs, and ISO/RTO power markets (ERCOT, CAISO, SPP, MISO, PJM, NYISO). Skilled in assessing derivatives pricing, forward curves, spreads, hedging strategies, and cross‑asset relationships. Architect of ML‑based forecasting models integrating fundamentals, options signals, positioning data, and macro indicators. Experienced in reviewing AI‑generated financial reasoning for accuracy, consistency, and domain alignment. Strong fit for projects requiring expert‑level evaluation of trading logic, valuation frameworks, risk models, and financial analysis.

Entry LevelEnglish

Labeling Experience

No Data Labeling experience added

Sapan D. hasn’t added any AI Training or Data Labeling experience to their OpenTrain profile yet.

Education

H

Houston Baptist University

Bachelor of Business Administration, Business Administration and Computer Information Systems

Bachelor of Business Administration
Not specified
R

Rice University

Master of Business Administration, Finance, Energy and Capital Markets

Master of Business Administration
Not specified

Work History

G

Global Macro Research Capital Management

Portfolio Manager & Head of Trading

Houston
2018 - Present
H

Hitachi Energy

Business Analyst (Acting Product Manager)

Houston
2020 - 2023