Steve Xu
Senior Quantitative Analyst at First Republic Bank
- Role
- Senior Quantitative Analyst at First Republic
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Steve Xu
If you\'d like to learn more about my background, please reach out to me via email (s••••••@gmail.com).
Experience
Senior Quantitative Analyst
Apr 2016 — Present · San Francisco, CA, US
Embedded into product team to help develop data-driven sales and marketing strategies• Conduct client segmentations, time-based cohort analyses, funnel conversions, lifetime value calculations, A/B testing, and other analyses using historical data to extracts insights• Create algorithms to identify cross-selling opportunities for bankers• Conceptualize sales and marketing KPIs, and build them into automated Tableau dashboards and visualizations• Translate findings into narratives and recommendations, and present to leading managers across different teams• Partner with engineering to build web applications and data marts that grant non-technical personnel ease of access to cleansed data • Prepare executive summary reports used in quarterly earnings calls and Board of Directors meetings• Mentor a junior analyst on becoming a successful embedded quant
Education
Emory University
Bachelor of Arts (BA), Economics and Mathematics
2006 — 2010
Cornell University
Doctor of Philosophy (PhD) coursework completed, Economics
2012 — 2014
Skills
- Python
- Scrum
- Sas
- Data Visualization
- Tableau
- Research Design
- Databases
- Stata
- Data Analysis
- Client Services
- Sql
- Linux
- Data Mining
- Vba
- Java
- Html
- Regression Models
- C++
- Statistics
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