Lee Kafafian Consulting LLC

Institutional-grade technology delivery for hedge funds and capital allocators.

Cloud-native market data infrastructure and AI-native software delivery. Led by one engineer with 25 years on the buy side, operating at the scale of a traditional development team.

Engagements

Current engagements confidential by agreement.

Track record

Three decades of building systems that sit on the desks of the people who move capital.

Greenfield cloud tech stack for a biotech hedge fund

2023 – 2025 · Head of Technology

Built a fully redundant cloud-native footprint from zero — SQL Server, .NET and Python serverless, Power Automate, Power BI, BARRA risk integration, and custom biotech risk modeling — with DDQ-grade security posture.

Portfolio management software for George Soros

2014 – 2018

Worked directly with Soros over four years on the bespoke portfolio management software he used personally — during a fifteen-year tenure at Soros Fund Management.

Real-time PM application for Steven A. Cohen

SAC Capital Advisors

Based on the SAC trading floor. Built the firm's flagship real-time portfolio management application — iterated to Cohen's specifications, deployed across PM, operations, and execution desks.

JPMorgan High Yield Index platform

2002 – 2007

Developed and supported the benchmark index platform used by over 100 financial institutions, plus the corporate bond pricing server feeding JPMorgan index systems.

Capabilities

What I build.

Cloud-native market data systems

Azure, AWS, Databricks, Athena, S3. Streaming datasets, markets data service integration, Spark analytics, Power BI surfaces.

Portfolio management and IBOR

Real-time P&L, trade allocation, reconciliation, and rebalancing across multi-entity fund structures.

Risk model integration

BARRA risk model integration with multi-vendor data interfaces, plus custom biotech risk modeling for daily portfolio management.

Vendor and data integration

Bloomberg, FactSet, Capital IQ, Refinitiv/LSEG, Geneva, Charles River, Salesforce, and prime-broker interfaces.

Cybersecurity and DDQ posture

Greenfield cloud footprints engineered for full redundancy and compliance; strong marks on investor due-diligence questionnaires.

AI-native software delivery

Coding agents directed by a senior architect deliver production systems at a fraction of the cost and timeline of a traditional team.

The AI-native edge

One senior architect, directing coding agents, delivering at team scale.

The economics of software delivery have changed. A consultant with 30 years of production judgment, directing Claude-based coding agents, now ships institutional systems at a fraction of the cost and timeline of a traditional multi-person team.

No junior-engineer churn. No meaningful handoff cost. No ramp-up billed to the client. Every line of code passes through an engineer who has shipped production systems to the most demanding principals on the buy side.

Engage

Bring the mandate. I'll build the system.

Senior buy-side engineering, scaled by AI coding agents. One engineer, one relationship — discovery through delivery.

Direct

lee@kafafianconsulting.com

Elsewhere

  • LinkedIn
  • Denisovan — institutional AI platform demo available under NDA

© 2026 Lee Kafafian Consulting LLC