Yuanxiang
Quantitative Analyst & Scalability Expert at Fidelity SAI | MSc. in Math Finance (High Honors) from BU | BSc. in Economics and Finance (First Class Honor) from HKUST
- Role
- Quantitative Analyst Ii at Fidelity Investments
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Yuanxiang
I architect high-margin, scalable systems that automate complex wealth management workflows (tax optimization, multi-account, asset location, customization) for a $1T AUM wealth manager and more than 3M clients. Passionate about transforming asset management through automation and innovation. Quantitative Analyst at Fidelity Strategic Advisors (AUM ~$1T). Expert in Axioma optimizer for tax-efficient managed accounts, specializing in robust complex portfolio optimizations with multiple tax registrations and asset classes. Proficient in R, asset allocation, asset location, factor risk models, portfolio optimization, statistics, and tax treatment for capital investments (wash sale, tax loss harvesting, etc.). Master of Science in Math Finance from Boston University (High Honors), Bachelor of Science in Economics and Finance from HKUST (First Class Honors), and CFA charter holder.
Experience
Quantitative Analyst Ii
Jan 2023 — Present · Boston, MA, US
Education
Questrom School of Business, Boston University
Master of Science - MS, Mathematical Finance
2017 — 2019
The High School Affiliated to Renmin University of China
Science
2007 — 2013
UVA McIntire School of Commerce
Commerce Exchange, Commerce Exchange
2015 — 2015
HKUST Business School
Bachelor of Science (BSc), Economics and Finance
2013 — 2017
Skills
- Stata
- Short Films
- Economic Research
- R
- Advanced Statistics
- Microsoft Excel
- Finance
- Photography
- Machine Learning
- Microsoft Excel/Powerpoint/Word
- High-Frequency Trading
- Mandarin
- Python
- Organizational Leadership
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