Rick Zhan
About Rick Zhan
Rick Zhan serves as the Vice President of Quantitative Research at Two Sigma, where he has worked since 2020. He has a strong background in quantitative analysis and finance, with previous roles at State Street and Sun Life Financial.
Current Role at Two Sigma
Rick Zhan serves as the Vice President of Quantitative Research at Two Sigma, a position he has held since 2020. In this role, he focuses on quantitative analysis within the investment management industry. His work contributes to the development of innovative strategies and models that enhance investment decision-making processes. Zhan operates from the Greater New York City Area, where he applies his extensive knowledge and experience in quantitative research.
Previous Experience at State Street
Prior to his current role, Rick Zhan worked at State Street from 2015 to 2017 as part of the Portfolio Solutions Strategy and Research team. During his two years in the Greater Boston Area, he contributed to the development of portfolio strategies and provided research insights that informed investment decisions. This experience helped him build a strong foundation in quantitative finance and investment strategies.
Educational Background
Rick Zhan holds a Master's Degree in Finance from the Massachusetts Institute of Technology's Sloan School of Management, where he studied from 2014 to 2015. He also earned a Bachelor of Business Administration (BBA) in Finance from Wilfrid Laurier University, studying from 2006 to 2011. Additionally, he obtained a Bachelor of Mathematics (BMath) in Statistics, Operations Research, and Actuarial Science from the University of Waterloo during the same period. This educational background equips him with a robust understanding of finance and quantitative analysis.
Professional Qualifications
Rick Zhan holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Society of Actuaries. He specializes in the Quantitative Finance and Investment (QFI) track, which underscores his expertise in quantitative research and analysis within the financial sector. These qualifications reflect his commitment to professional development and excellence in the field.
Career at Sun Life Financial
Before joining State Street, Rick Zhan worked as a Senior Actuarial Analyst at Sun Life Financial from 2011 to 2014. During his three years in the Toronto, Canada Area, he focused on actuarial analysis, contributing to the company's financial assessments and risk management strategies. This role further enhanced his analytical skills and understanding of the financial services industry.