Nan Jiang, Ph.D.

Data Scientist & Quantitative Researcher

Specializing in Machine Learning, Financial Economics, and Information Fusion

About Me

I'm a quantitative researcher and data scientist with a Ph.D. in Financial Economics from Fordham University. My work focuses on developing machine learning models and trading strategies using information fusion techniques, combining academic research with practical applications in quantitative finance.

At OBEX Securities, I design and implement algorithmic trading strategies. My research spans machine learning, information fusion, ensemble learning, and applied econometrics. I'm particularly interested in how different models can be combined to improve prediction accuracy and portfolio performance.

10+

Years Experience

3+

Years in Quant Research & Trading

31%

Strategy Return (2024-2025)

Professional Experience

Jun 2023 - Present

Quantitative Researcher

OBEX Securities, New Rochelle, NY

  • Developed machine learning-based equity ranking models achieving 31% returns (Jan 2024-Oct 2025) for long-only strategies and 39% returns with 0.17 beta (Jan 2024-Oct 2025) for long-short strategies in live SMAs
  • Engineered unified Python risk management system with VIX-adjusted exposure limits, ATR-based trailing stops, HHI concentration controls, and real-time monitoring capabilities
  • Automated end-to-end trading pipeline using Refinitiv, IBKR APIs, JPMorgan Neovest, and Webull API with custom basket algorithmic execution; conducted weekly strategy diagnostics and performance optimization
Oct 2017 - Aug 2019

Financial Analyst

OBEX Securities, New Rochelle, NY

  • Monitored daily balances and conducted monthly reconciliations of accrued interest and fees
  • Tracked proprietary trading positions using mark-to-market valuation
  • Evaluated quantitative options trading strategies and supported delta risk hedging
Apr 2012 - Jul 2015

Senior Associate - Fixed Income Underwriting

Haitong Securities, Shanghai, China

  • Secured $276 million in funding through various fixed income products
  • Developed customized bond financing proposals and solutions
  • Managed underwriting of enterprise bonds, corporate bonds, and asset-backed securities
  • Led distribution efforts and organized investor roadshows

Research

ADMET Property Models Enhancement

Using information fusion of ML models and three drug encoding schemes to predict ADMET properties. Achieved #1 ranking in 4 out of 22 datasets on TDC leaderboards.

Machine Learning Drug Discovery Information Fusion

Equity Ranking with Stochastic Dominance

Information fusion of ML models with nonparametric stochastic dominance for stock ranking. Portfolio outperformed S&P 500 with 89.5% vs 26.5% cumulative returns and Sharpe ratio of 1.4 vs 0.7.

Quantitative Finance Ensemble Learning Portfolio Management

Multitasking Model with Career Concerns

Extension of the multitasking model examining how career concerns affect employer incentive structures in different labor market conditions.

Economic Theory Contract Theory Labor Economics

Education

Ph.D. in Financial Economics

Fordham University, Bronx, NY

G.P.A: 3.97/4.0

Data Science Fellowship

The Data Incubator

View Credential

M.S. in International Economics and Finance

Valparaiso University, Valparaiso, IN

G.P.A: 3.68/4.0

B.S. in Finance

Shanghai University, Shanghai, China

Technical Skills

Programming Languages

Python R SQL MATLAB Stata LaTeX

Machine Learning & Data Science

Information Fusion Ensemble Learning Scikit-Learn TensorFlow XGBoost Pandas NumPy NLP Generative AI

Finance & Trading

Quantitative Trading Risk Management Portfolio Optimization Time-Series Analysis Refinitiv API IBKR TWS API Webull API JPMorgan Neovest

Tools & Technologies

Streamlit Matplotlib Data Visualization Spark RDKit TDC

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