Bolun Chen
Senior Data Scientist @Fidelity Investments
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WORK HISTORY
Senior Data Scientist @Fidelity Investments
Boston, MA, US
Quant & Risk Analytics• Delivered forecasting tools with 90% of 40+ service volumes within 5% error, enabling scenario planning for operations and financial teams.• Built multivariate simulation library supporting scenario analysis, stress testing, and backtesting.AI for Investment Research• Co-developed an AI Analyst multi-agent research workflow: coordinated search, financials, quant, and risk agents to generate structured markdown reports with analytics & visualizations.• Applied techniques relevant to quant workflows: text-to-structure pipelines, financial entity linking, and automated information extraction.Knowledge Graphs & Advisor Analytics• Built Digital Coach, a multi-agent LLM system that extracts client financial decisions, family relationships, and constraints from unstructured advisor notes and converts them into knowledge graphs.Research Infrastructure• Invented a Markov-Chain Monte Carlo prompt optimization framework for reproducible LLM tuning with state-caching and per-section scoring.• Productionized models with version control, regression testing, reproducible states, and MLOps monitoring.
EDUCATION
Boston College
Doctor of Philosophy (Ph.D.), Physics
Beijing Normal University
Bachelor’s Degree, Physics
SKILLS
ABOUT BOLUN CHEN
I am a Quant-oriented Senior Data Scientist with a Ph.D. in Physics and a strong focus on portfolio construction, risk modeling, and Monte Carlo simulation, combined with hands-on experience building LLM-driven research and analytics systems at Fidelity’s AI Center of Excellence.My work spans:• Portfolio & Risk Analytics: CVaR-driven risk decomposition, scenario analysis, shrinkage covariance modeling, factor exposures, and alternatives integration.• Simulation & Forecasting: Monte Carlo return-path models, multi-asset stress testing, and multivariate forecasting pipelines.• AI for Quant Research: Agentic LLM systems that automate financial research tasks—search, risk analysis, financials extraction, and structured reporting.• Scalable Research Infrastructure: Reproducible analytics, MLOps, regression-tested workflows, and analytical tooling supporting decision-making at scale.I’m currently seeking Quantitative Research / Quant Analyst / Portfolio Analytics roles in Boston (on-site or hybrid) where I can combine quantitative modeling with analytical systems design to help build robust, data-driven investment processes.
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