Zhe Xu

Zhe (Jason) Xu began their work experience in 2010 at Barclays Investment Bank as a Director in the Quantitative Portfolio Strategy Group. Zhe (Jason) held this role for five years until 2015. In 2015, Xu joined American Century Investments as the Head of Fixed Income Risk and Quantitative Research. The exact duration of their tenure at American Century Investments is not specified.

Zhe (Jason) Xu's education history begins with a Bachelor of Arts degree in Economics from the University of International Business and Economics, which they completed from 1997 to 2001. Zhe (Jason) then pursued a Master of Science degree in Financial Engineering and Mathematics from the University of Michigan, studying from 2002 to 2004. Seeking further expertise, Zhe enrolled at the Boston College Carroll School of Management, where they successfully obtained a Ph.D. in Finance, specializing in the field from 2004 to 2010.

Additionally, Zhe holds several certifications relevant to their field of expertise. Zhe (Jason) has earned the Chartered Financial Analyst (CFA) credential from the CFA Institute and has obtained certifications in Series 63 and Series 7 from the Financial Industry Regulatory Authority (FINRA). The specific months and years of when they achieved these certifications are not provided.