职业发展交流讲座系列之二成功举办 【金融Quant职业发展规划】

职业发展交流讲座系列之二成功举办 【金融Quant职业发展规划】

2016年11月5日，由大纽约地区清华校友会和武汉大学大纽约地区校友会牵头主办，由天津大学（北洋大学）北美校友会、北美浙江大学校友会大纽约分会、中国科技大学大纽约地区校友会、中央财经大学北美校友会、北京大学大纽约地区校友会、复旦大学美国校友会、纽约南开校友会、大纽约地区南京大学校友会、交通大学美洲校友会大纽约分会、大纽约地区同济大学校友会十所中国高校校友会联合主办的金融Quant职业发展规划讲座在Fordham大学商学院成功举办。Quant向来是纽约校友求职就业的热门方向，本次讲座报名也是十分火爆，共吸引了来自以上十二所高校以及Fordham大学的两百六十多位校友参加，其中将近七成的校友还在就读或处于求职过程中。

本次讲座由徐锦珊负责主持工作，其中四场座谈会由宫丹丹、徐锦珊和寿国威轮流主持。

本次讲座的特邀嘉宾有:

蒋晓鹏    Director, Davidson Kempner Capital Management LP. Structured Finance team, lead analyst for DK’s CMBS portfolio, also oversees DK’s big data initiative

李    篪    Specialist, McKinsey & Company’s, Risk Advanced Analytics

周    昱    Risk Analyst, Multi-Strategy Hedge Fund

王    晟    VP, Quant Researcher, Wolfe Research

郭桉劼    VP, Trading Strategist, Goldman Sachs, Investment Management Division

徐    晶    Quant Analyst, Millennium Hedge Fund

姜筱晔    Quant Researcher, Two Sigma

下午一点，职业发展规划讲座正式开始。主持人徐锦珊致开场词，简要描述了此次活动背景、各大校友会情况，并介绍了此次活动流程。本次活动主要分为四个部分，针对Quant: Analytics Focus, Risk, Quant Research及Quant Trading Strategy四个不同领域以座谈会的形式展开。

第一场座谈会的主题为Quant: Analytics Focus，特邀嘉宾为蒋晓鹏先生，主持为宫丹丹。蒋晓鹏先生曾在花旗和GSC工作，现在对冲基金Davidson Kempner任Director一职，在结构性融资及大数据领域有着丰富的工作经验。他以生动幽默的语言为大家介绍了他的求职经历，分享了一些求职经验。在谈到玻璃天花板问题时，他谦逊不失风趣地鼓励大家不要给自己设限，努力在职业生涯中前行。

他说：“我们可能还没打破glass ceiling，但是我们在glass上弄了个小洞，这个glass就留给你们来打破”。在Q&A环节，他鼓励大家不要害怕自己缺乏经验，多学习，多读书，从门槛低的事情做起。

第二场座谈会围绕Risk展开，特邀嘉宾为李篪校友和周昱校友，主持为徐锦珊。李篪校友曾就职安永，目前在麦肯锡从事风险分析与管理工作，主要为大家分享咨询方向的Risk求职经验。周昱校友曾在高盛任VP，负责多种资产的风险建模工作，现在一家对冲基金公司负责风险监管与风险分析。周昱校友主要着重为大家介绍银行方向的Risk求职经验。

两位嘉宾为大家介绍了咨询界和银行界两类Risk工作的差异，讲述了什么样的人更适合这两种岗位，并为大家介绍了一些求职小技巧。在Q&A环节，她们为刚入职的校友提供了一些建议，帮助大家更好地由学生心态转为职场心态。

第三场座谈会的主题是Quant Research，特邀嘉宾为王晟校友和郭桉劼校友，主持为寿国威。王晟校友曾在德意志银行的量化策略组工作过五年，期间获得过众多荣誉称号。目前他在Wolfe Research担任VP，在卖方做Quant Equity Research。郭桉劼校友在高盛的Investment Management Division任VP，在买方做Debt Strategy。尽管同样是做Quant，由于细分领域不同，两位嘉宾的工作模式有着很大差异，所需技能也不尽相同。

他们为大家详细介绍了各自所在组的工作流程、招聘流程，并给出了关于职业规划及技能培养的建议。两位嘉宾还为大家推荐了一些优秀网站和资料，帮助大家更好地为求职做准备。

第四场座谈会的主题为Quant Trading Strategy，特邀嘉宾为徐晶校友和姜筱晔校友，主持为宫丹丹。徐晶校友曾在Sun Trading和UBS担任量化交易及金融定量分析相关工作，目前在千禧年基金担任Quant Analyst。姜筱晔校友曾在Getco/KCG任职，目前在Two Sigma负责美国股权产品的量化研究和交易工作。两位嘉宾为大家讲述了Quant Trading对求职者的要求、不同公司的企业文化、以及高频交易相对于低频交易的特点。他们以生动形象的比喻阐释了这一行业的特殊性，提倡大家了解自己后再决定是否从事这一行业。

座谈会之后是互动环节。同学们借此机会与嘉宾们进行了更深入的交流，各大高校的校友之间也相互分享了求职经验与优秀资源。

通过本次活动，同学们习得了很多求职、面试相关的经验和技巧，对于金融定量分析相关的职位有了更深入的了解，也对自己有了更精准的定位和更清晰的认识。在此我们祝愿大家能够不断学习进步，努力提高自己的核心竞争力，每个人都能找到适合自己的工作。

我们会继续推出更多的校友职业发展交流讲座，希望感兴趣的朋友继续关注。我们致力于为大家的求职申请提供更好的帮助，加深各大高校之间的联系，促进资源共享及校友互助，增强华人凝聚力。

感谢各大高校校友会的工作配合，感谢各位嘉宾和校友的支持，感谢各位志愿者的无偿付出，愿各大高校友谊长存！

[嘉宾介绍]

Xiaopeng Jiang (蒋晓鹏) Director, Davidson Kempner Capital Management LP.  Structured Finance team, lead analyst for DK’s CMBS portfolio, also oversees DK’s big data initiative.  Founded in 1983, Davidson Kempner is a global institutional investment management firm with approximately $25 billion in assets under management. GSC Group, SVP, Structured Finance, non-agency ABS CDO origination. Citi Group, Senior Manager.  Built Citi Card’s first transactional database and used the data to successfully predict macro-economic indicator such as retail sales and took position in the bond market. Mr. Jiang came to the US in 1996 and received MBA from University of South Carolina in 1998.

Chi Li (李篪) is a Specialist in McKinsey & Company‘s Risk Advanced Analytics team. She is a member of McKinsey’s Risk practice and primarily serves financial institutions on advanced analytics and risk management related topics. She works closely with McKinsey's clients and partners globally in the Risk Practice. Prior to joining Mckinsey, Chi worked as a senior consultant with Ernst & Young’s Quantitative Advisory Group in New York.

Chi holds a Master degree in Statistics from Columbia University (2010), and got her B.S. in math and applied math from Tsinghua University in 2008.

Yu Zhou (周昱) is a risk analyst at a multi-strategy hedge fund, responsible for risk monitoring and analysis. Prior to joining buy side, she was a Vice President at Goldman Sachs, focusing on risk modeling in various asset classes. Yu holds a B.S. in Automation from Tsinghua University and Master degrees in Industrial and Operations Engineering and Financial Engineering from the University of Michigan.

Jing Xu (徐晶) is a quant analyst at Millennium, a multi strategy hedge fund. She is using statistical and analytical tools to study stock market and developing alpha signals. Before joining Millennium, she was quant trader at proprietary trading firm, Sun Trading and quant researcher at UBS equity market making desk. Prior to a career in finance, Jing had led research projects in signal processing and math modeling at biotech and pharmaceutical industry. Jing received Ph. D. in Applied Physics, Master in Electrical Engineering from Stanford University in 2007 and Bachelor degree from University of Science and Technology of China.

Eric Guo (郭桉劼) is a Vice President at Goldman Sachs. He is a strategist in two teams within the Investment Management Division: Credit Alternatives, an opportunistic credit platform with $5 billion AUM; and Goldman Sachs Investment Partners, an opportunistic multi-disciplinary hedge fund.

Prior to joining Goldman Sachs in 2012, Eric was a Ph.D. candidate at Cornell University. He received his Bachelor of Mathematics from the University of Waterloo in 2008. He also studied at Peking University from 2004 to 2005.

Dr. Xiaoye Jiang (姜筱晔) is a Quant Researcher at two sigma. He focuses on quant research and trading for US equities. Prior to joining two sigma, he was a quant researcher at Getco/KCG. He worked on electronic market making for US equities and fixed income products.

Dr. Jiang received his Ph. D. In Applies Mathematics from Stanford University and his B.S. from Peking University.

Sheng Wang (王晟) is a Vice President of Quantitative Research, Economics, and Strategy (QES) at Wolfe Research. Before joining Wolfe Research, Sheng worked at Quantitative Strategy team at Deutsche Bank for over five years. His team was ranked #1 by the Institutional Investor’s II-All America Research Survey in the Quantitative Research category for the past six years (2011-2016) since he joined. Deutsche Bank Global Quant Strategy team was ranked #1 in II-Europe and II-Asia surveys while Sheng was there. In addition to quant research, his team was also top ranked in the Portfolio Strategy and Accounting & Tax Policy sectors in 2015 and 2016. Sheng was voted as one of the 'Rising Stars of Wall Street Research' by Institutional Investor in 2016. Sheng’s research focuses on stock selection models, machine learning techniques, discovering new alpha signals, exploring technical strategies, quant macro, and various innovative financial datasets. Sheng holds a Bachelor and a Master degree in Computer Science from Tsinghua University as well as a Master degree of finance from MIT Sloan School of Management.

[金融定量分析方向职业发展规划讲座志愿者名单]

筹划组委会：颜为民，宫丹丹，宋翔，黄溯，黄河，于开成，何梅，吴美良，邱美康，郭志荣，张志凌，仰文奎

总指挥：    宫丹丹，徐锦珊

流程设计：朱    艺

活动策划：宫丹丹，徐锦珊，李坤洋，寿国威，朱一江

会场主持：宫丹丹，徐锦珊，寿国威

场地联络：颜    安

活动宣传：姜    楠

牌匾设计：缪恩妃

名单整理：马逍遥

PPT制作：徐锦珊

食品采购：李坤洋，王    成，曾凡宸，翟浩苇

设备调试：彭    俊，张    昊

现场协调：李坤洋，彭    俊

现场签到：吴    瑶，杨佳琳，马    婧

现场协助：翟浩苇，周妙来

现场摄影：姜    楠，李坤洋

会后报道：杨佳琳

财务管理：邓建军，缪恩妃