Matthew G. Son

Assistant Professor of Finance

Kate Tiedemann School of Business and Finance, University of South Florida

FIN 4773 · Not scheduled for Fall 2026

Big Data and Machine Learning in Finance

Machine learning concepts in finance, applied to market data through lab projects in R and Quarto.

Term
Not scheduled for Fall 2026
Level
Undergraduate
Meets
Mon / Wed 15:30–16:45 · BSN 118
Office hours
By appointment · BSN 3127

Overview

An introduction to financial technology built around the concepts of machine learning in finance. Students apply big data and machine learning techniques to market data in hands-on lab sessions, covering data wrangling, model validation, and the technical writing that turns a result into something a reader can follow.

This is the undergraduate counterpart to FIN 6776, which covers the same ground at greater depth and pace.

Per university policy, the syllabus and course materials (handouts, slides, code, and course repositories) aren’t posted publicly. When the course runs, enrolled students receive the course page by invitation through Canvas. If you’d like a syllabus or have any questions about a course, I’m happy to help. Just email me at gson@usf.edu.

Schedule 4 topic blocks

Wk Topic Materials
1–4 R and Quarto — financial data manipulation basics · technical documentation for finance · pivoting and tidying financial data · visualizationApplications: time-series visualization, CAPM, portfolio performance analysis
5–7 Big data — financial databases and big data workflows · SQL and database backends
8–10 Unsupervised learning — introduction to machine learning in finance · k-means clustering and PCAApplications: credit risk analysis with ML, stock classification with ML
11–15 Supervised learning — linear and logistic regression · decision trees · ensemble methods · random forests and gradient boostingApplications: Fama–French factor models, real estate pricing, credit decision models

Grading

ComponentWeight
Participation10%
ML assignment15%
In-class quizzes30%
Lab problems15%
Final exam30%

Resources

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