Yue Fan, CFA

Yue Fan, CFA has a diverse range of work experience in the financial industry. Most recently, Yue worked at Entelligent as a Senior Financial Engineer, where they built machine learning models to evaluate climate transition risk for equity portfolios. This involved using developed measures in portfolio construction and rebalancing to improve the financial and environmental performance of equity investment portfolios.

Prior to that, Yue worked at REZI as a Quantitative Researcher, building pricing and valuation models using machine learning techniques. They also developed a Random Forest for Survival Data using R.

Yue also gained experience at Morgan Stanley as an Equity Market Risk Management Analyst, where they identified, assessed, and monitored equity risks across the portfolio. They also covered programming to automate daily tools.

Additionally, Yue worked as a Quantitative Researcher at LEVELHEAD CAPITAL, LLC, contributing to research, deciding data sources, and architecture for code frames.

Furthermore, Yue served as a Full-time Quantitative Investment Analyst at KEMNAY ADVISORY SERVICES, supporting internally managed systematic, quantitatively, and thematically driven investment strategies.

Earlier in their career, Yue worked as a Trader at HAITONG FUTURES, trading commodity futures and writing analysis reports on China's commodity market. They also worked as a Researcher at CHINA FORTUNE FUTURE Co., LTD, where they facilitated the designing of trading strategies for arbitrage and analyzed historical future data.

Lastly, Yue gained teaching experience as a Teaching Assistant at PURDUE EDUCATION, helping teachers answer students' questions and holding small sessions to discuss specific topics.

Overall, Yue Fan, CFA has a strong background in financial engineering, quantitative research, risk management, trading, and teaching.

Yue Fan, CFA, holds a Master of Science (M.S.) degree in Financial Engineering from Columbia University, which was obtained from 2015 to 2016. Prior to that, Yue Fan completed a Bachelor of Science (B.S.) degree in Mathematics and Applied Mathematics from Fudan University, attending from 2011 to 2015. In addition to these academic achievements, Yue Fan has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in December 2021.