Jonathan(ji) Yan
About Jonathan(ji) Yan
Jonathan Yan is a Senior Quantitative Analyst with extensive experience in financial systems integration and software development. He has played significant roles at Bank of America and Apollo Global Management, contributing to major projects and leading development teams.
Work at Bank of America
Jonathan Yan has been employed at Bank of America since 2008, where he currently holds the position of Team Lead. In this role, he has contributed to various projects, including the successful integration of Countrywide Financial into Bank of America. He has also played a significant role in the development of the corporate accounting ledger system (CALedger), which automates journal entries for the Mortgage Investment Department. His experience includes leading development teams through the software development life cycle (SDLC) for multiple enterprise financial applications.
Work at Apollo Global Management
Since 2019, Jonathan Yan has served as a Senior Quantitative Analyst at Apollo Global Management Inc. In this capacity, he applies his expertise in quantitative analysis to support the firm's investment strategies. His role involves analyzing complex financial data and contributing to decision-making processes that impact the firm's operations.
Education and Expertise
Jonathan Yan earned a Master of Science degree in Industrial Engineering from Iowa State University, where he studied from 1999 to 2001. Prior to that, he obtained a Bachelor’s degree in Automation from Tsinghua University, completing his studies from 1993 to 1998. His educational background provides a strong foundation for his expertise in quantitative analysis and software development within the financial sector.
Background and Early Career
Before joining Bank of America, Jonathan Yan worked as a Research Assistant at Iowa State University from 1999 to 2001. His early career included significant contributions to transitional projects at Bank of America, particularly during the integration of Countrywide Financial and BAC financial systems from 2009 to 2010. He successfully led the bank integration project that transitioned operations from Countrywide Financial to Countrywide Bank in 2008.
Achievements in System Development
Jonathan Yan has led the design and implementation of the corporate accounting ledger system (CALedger) at Bank of America. This system serves as the central journal automation gateway for the Mortgage Investment Department. He has also designed and implemented parallel test plans with legacy ledger systems for the CALedger project, which is utilized by nine different systems for journal automation.