Kai Yan

Global Head Of Model Risk Control at Jefferies

Kai Yan has extensive work experience in the finance industry. They began their career as an Intern Project at AllianceBernstein in 2013, where they worked on market risk aversion measurement and portfolio construction. In 2014, they moved to Moody's Analytics as a Financial Modeling Analyst, specializing in structured finance. In 2015, Kai Yan joined Bank of America Merrill Lynch as a Vice President and Senior Quantitative Finance Analyst, focusing on model risk. Their most recent role was at Jefferies, where they held the position of Global Head of Model Risk Control starting in 2022.

Kai Yan has a Master's Degree in Quantitative Finance from the Fordham Gabelli School of Business, which was obtained from 2012 to 2014. In 2017, Kai Yan earned a Diploma in Python from New York University. Kai Yan also holds a Bachelor of Science (BS) degree in Computational and Applied Mathematics from the North China University of Technology, as well as a Bachelor of Science (BS) degree in Mathematics from Southern Polytechnic State University. In terms of certifications, Kai Yan obtained the WEST Level 2 Award in Wine and Spirits from the Wine & Spirit Education Trust in 2017. Additionally, Kai Yan has passed the CAIA (Chartered Alternative Investment Analyst) Level I exam and the CFA Level I exam.

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New York, United States

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Jefferies

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Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.


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