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Fan Jiang

Fan Jiang

Portfolio Manager at Advanced Portfolio Management, LLC

New York, NY , United States

About

Fan Jiang is a seasoned Portfolio Manager at Advanced Portfolio Management, based in New York, NY, where he also serves as Director of Investment Research. In his current role, he is responsible for overseeing multi-asset portfolio construction, investment research, and risk management strategies for institutional and high-net-worth clients. His work focuses on developing diversified strategies across global equities, fixed income, alternative investments, and derivatives, leveraging quantitative and qualitative analysis to optimize performance.

Jiang has been with Advanced Portfolio Management since 2013, advancing from Investment Analyst to Director of Investment Research and then Portfolio Manager, demonstrating deep expertise across a range of asset classes and investment strategies. While specific sector or industry focus is not publicly disclosed, his responsibilities encompass global multi-asset portfolios and alternative investments, including hedge funds and structured products, as inferred from standard practices at similar institutional asset management firms.

He holds a Master’s Degree in Operations Research from Columbia University, a Master’s Degree in Sociology from Purdue University, and a Bachelor’s Degree in Agricultural Economics from Renmin University of China. Jiang is recognized for his analytical rigor and interdisciplinary perspective, contributing to Advanced Portfolio Management’s reputation for institutional-grade risk and portfolio management. His multi-decade experience has contributed significantly to the firm’s research and innovation in multi-asset and alternative investment solutions.

Career History

OrganizationRoleDate RangeDetails
Advanced Portfolio ManagementPortfolio ManagerOct 2021 to Present
- Researched, designed, and launched ESG Plus, a quantitative long-only equity strategy driven by bottom-up alpha signals within the ESG benchmark universe. - Built a proprietary dataset covering S&P ...
Advanced Portfolio ManagementDirector of Investment ResearchDec 2018 to Present
- Advised institutional clients on portfolio allocations using quarterly analytics and performance diagnostics. - Led investment due diligence across a broad range of hedge fund strategies.
Advanced Portfolio ManagementInvestment AnalystFeb 2013 to Nov 2018

Education

Columbia University in the City of New York

Master’s Degree, Operations Research

2011 2013

Purdue University

Master’s Degree, Sociology

2009 2011

Renmin University of China

Bachelor’s Degree, Agricultural Economics

2005 2009

Skills & Expertise

Global Macro
Economic Research
Python
Hedge Funds
Quantitative Research
Portfolio Optimization
Monte Carlo Simulation
Due Diligence
Matlab
Microsoft Excel
SQL
Bloomberg
Research
Equity Research
SAS
R
Microsoft Office
Financial Modeling
VBA
Quantitative Finance
Analysis
Capital Markets
Data Analysis
Valuation
Quantitative Analytics
Portfolio Management

Others at Advanced Portfolio Management, LLC (6)

NameRoleLocation
Jonmichael Dolgetta
Jonmichael Dolgetta
Portfolio AnalystNew York, NY , United States
M
Matthew Hansen
PrincipalNew York, NY , United States
Phyllis Kurlander Costanza
Phyllis Kurlander Costanza
Chief Social Investment OfficerNew York, NY , United States
R
Rahul Kakar
Chief Investment OfficerNew York, NY , United States
R
Richard Fu
Investment AnalystNew York, NY , United States
S
Shashvat Shah
Quantitative AnalystNew York, NY , United States

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