Fidelity
Jiawen Yan is a seasoned data scientist with extensive experience in investment research, currently serving as a Senior Manager at Fidelity Investments since February 2022, focusing on goal-based optimization. Jiawen previously held a managerial role within the same company, specializing in factor analysis and long horizon simulation. Academic credentials include a Master of Arts in Mathematics of Finance from Columbia University and a Bachelor's degree in Financial Mathematics from Zhongnan University of Economics and Law. Additional experience includes roles as a Teaching Assistant at Columbia University, a Quantitative Analyst Summer Intern at UBS, a Quantitative Research Intern at CITIC Securities Company Limited, and a Global Alpha Researcher at Trexquant Investment LP. Comprehensive academic exposure includes an exchange program in Computer Science at Cornell University.
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Fidelity
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Fidelity is a privately owned investment manager. It also provides IRAs, 401(k) rollovers, annuities, discount brokerage services, retirement services, estate planning, wealth management, securities execution and clearance, and life insurance services to its clients. Fidelity provides its services to individual investors, businesses, financial advisors, and institutions. It manages equity, fixed income, and balanced mutual funds. Fidelity invests in the public equity and fixed income markets across the globe. It conducts in-house research to make its investments. Fidelity operates as a subsidiary of FMR LLC. It began operation in 1946, with its headquarters in Boston in Massachusetts.