Sophia Fan

Sophia Xixin Fan is a Quantitative Researcher and Co-Portfolio Manager based in New York, NY, most recently serving at J. Goldman & Co., L.P. from May 2020 onward. In this capacity, she has been responsible for developing and implementing systematic investment strategies and overseeing portfolio risk and construction, with a focus on quantitative equity research and multi-asset investment processes. Her role encompasses asset selection and model development across both US and global equities, leveraging advanced statistical and machine learning techniques.

Prior to her tenure at J. Goldman & Co., L.P., Sophia held the position of Vice President, Senior Quantitative Research Associate at AB Bernstein, where she specialized in quantitative equity research and factor modeling for institutional portfolios. She is also listed as a Quantitative Researcher at Millennium, underscoring her expertise in high-performance investment environments and cross-asset trading.

Sophia holds a Master’s degree in Finance from Princeton University, a Bachelor’s degree in Finance from Peking University, and completed an exchange program at the USC Marshall School of Business. She is recognized for her rigorous approach to systematic portfolio management, deep expertise in equity and multi-asset strategies, and her contributions to the advancement of quantitative investment research.