Haoqi Zhang
Research Analyst, Vice President at O'shaughnessy Asset Management, LLC
About
Haoqi Zhang serves as Research Analyst and Vice President at O'Shaughnessy Asset Management (OSAM) in New York, NY, where he is responsible for quantitative investment research and analysis within the firm's multi-asset strategies. His role includes developing and testing systematic investment models, conducting financial data analysis, and supporting portfolio management teams with quantitative insights.
Zhang's primary focus at OSAM is on quantitative equity strategies, particularly within U.S. and international equities, leveraging data-driven methodologies to identify investment opportunities. He contributes to research across various asset classes and sectors, with a core emphasis on enhancing factor-based strategies typical of OSAM’s investment approach.
Before becoming Vice President, Zhang held progressively senior research roles at OSAM, including Research Analyst and Research Analyst Intern, further cementing his expertise in quantitative finance. He holds a master’s degree in Financial Mathematics from Columbia University and triple bachelor's degrees in Applied Mathematics, Financial Economics, and Computer Science from the University of Rochester, underpinning his strong analytical and technical skill set in the investment field.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| O'Shaughnessy Asset Management | Research Analyst, Vice President | Jan 2025 to Present | — |
| O'Shaughnessy Asset Management | Research Analyst | Aug 2022 to Dec 2024 | — |
| O'Shaughnessy Asset Management | Research Analyst Intern | Jun 2022 to Jul 2022 | — |
| O'Shaughnessy Asset Management | Research Analyst Intern | Jan 2022 to May 2022 | — |
| University of Oxford | Digital Economics Research Intern | Aug 2020 to Oct 2020 | My study uses computer simulations to experimentally compare the Generalized Second-Price (GSP) auction mechanism with the Vickrey-Clarke-Groves (VCG) auction mechanism under the Pay-Per-Click (PPC) c... |
| University of Rochester | Data Mining Research Intern | Jun 2020 to Oct 2020 | See Publication |
| Goldman Sachs | Software Engineering Intern | Feb 2020 to May 2020 | 1. Established the linear regression model with Python, tested the model using cross-validation, and then conducted a correlation analysis between SPY (S&P 500) and AMZN (Amazon) of 2019.
2. Coded 10 ... |
| Hyde Park Investment Services, Inc. | Business Analyst Intern | Jul 2019 to Aug 2019 | 1. Equity Research: Conducted equity research using discounted cash flow and EBITDA multiple methods.
2. European Union Data: Quantitatively ranked each EU country's economic performance using regress... |
Education
Columbia University in the City of New York
Master's degree, M.A. Financial Mathematics
2021 — 2022
University of Rochester
Triple Bachelor’s Degree, B.S. Applied Mathematics, B.A. Financial Economics, B.S. Computer Science
2017 — 2021
Others at O'shaughnessy Asset Management, LLC (10)
| Name | Role | Location |
|---|---|---|
 | Associate Research Analyst | Garden City, ID , United States |
 | Principal | Philadelphia, PA , United States |
 | Client Portfolio Manager | CA , United States |
 | Trader | New York, NY , United States |
 | Vice President -Portfolio Implementation | Stamford, CT , United States |
 | Principal | New York, NY , United States |
I Iris Williams | VP and Sr. Portfolio Manager | San Francisco, CA , United States |
 | Associate Portfolio Manager | New York, NY , United States |
 | Associate Portfolio Manager | Chicago, IL , United States |
 | Research Analyst | Cromwell, CT , United States |