Hi, I'm Marks, a Statistics & Finance student at the University of Rochester. I like data analytics, statistical modeling, and quantitative risk. I also really like to answer problems and find patterns.
I'm a junior at the University of Rochester pursuing a double major in Statistics and Finance, with a Certificate in Actuarial Studies in progress and a place on the Dean's List every semester.
A lot of what I do sits between quantitative methods and capital markets, so Bayesian inference, regression diagnostics, and financial statement analysis. I also really care about making sure the models I build are credible and can actually be trusted.
I've been really into running my own research projects lately. From raw FRED pulls and PostgreSQL schemas, through diagnostics and convergence checks, to published Tableau dashboards and equity research write-ups. The boring stuff is half the work, but it's also where most analyses quietly go wrong.
Some stuff about me outside of my work
I was born in Brooklyn, NY, but spent my first 5 years growing up in Fuzhou, a city in China's Fujian province, where my parents are from. However, we came back to the states and I grew up in Charlotte, NC, until I left for College at the University of Rochester.
What I play when I need to turn my brain off: Washington Post Crosswords, NYT Wordle, Clash Royale (Ultimate Champion), LOL: Wild Rift (Grandmaster), and Teamfight Tactics (Set 15 peak Challenger). Also recently been into competitive Pokemon, since I collected cards as a kid.
I listen to a lot of indie, rock, rap, pop, alternative, rnb, etc. Here's everything because I am not a playlist person: Marks's Playlist. If you have any music recommendations, I am always (and I mean genuinely always) interested!
Exploring new music genres, keeping up with AI news and new AI tools, and math (originally wanted to be a math major!). I'm also picking back up piano and drawing, things I did as a kid that I dropped along the way.
I wan't to explore and travel to a bunch of different countries and embracing the culture. In middle school, I went on a trip sponsored by Education First to Costa Rica, and that is one of my most eye-opening and enjoyable experiences I have ever been on.
My birthday (7/16), my older brother's (7/13), and my dad's (7/14) are all in the same week. As a kid, we used to go to IHOP on all three days because I really liked their hashbrowns, so now IHOP is my comfort food.
All independent projects. I did the full pipeline, code, and write-up on each one.
This is the biggest thing I've built. It's an automated risk system that computes Basel III FRTB Internal-Models-Approach capital on a multi-asset book: Value at Risk, Expected Shortfall, stress calibration, and a Standardised-Approach comparison. It all runs on its own and feeds a live dashboard that's actually deployed.
An automated macro dashboard that shows how much the official U-3 unemployment rate understates real labor market stress, and tracks the leading indicators that actually call turning points.
I built and compared three regression families on 4,800+ daily S&P 500 returns (2007-2026) to predict realized volatility and measure how much risk persists. That persistence question is what sits under any dynamic VaR model.
p < 0.0001); directly
supports dynamic VaR and portfolio risk frameworks used in industry.
I wrote a hierarchical Bayesian model from scratch, including a custom Metropolis-Hastings sampler I coded myself instead of calling a library, to estimate group-level probabilities and put real numbers on the uncertainty.
PSRF = 1.0); effective sample sizes
exceeding 26,000 across all chains.
I built a 5-year pro forma model and a DCF valuation with a CAPM-derived WACC, then ran it across a few macro scenarios and stress-tested beta, WACC, and terminal growth in sensitivity tables. It ends in a full equity research report with a “Hold” I can actually defend.
Research I did with Prof. Michael Rizzo across 11 universities. We found a significant correlation between endowment-per-student and U.S. News rankings, and I presented it to Economics faculty with data-backed conclusions about how schools trade off where their resources go.
Automated systems I run every day and keep improving. All live, and all mine.
An automated research desk that reads the market every day. It pulls market-moving news and 13F filings, has an LLM score the first- and second-order stock impact, and sizes a conviction-weighted $1M paper book under real risk controls. Then it grades its own calls against sector benchmarks and feeds what it learns back into a weekly loop.
Every morning at 8AM it scans 50 firms' career pages for new Summer 2027 quant & finance postings and emails me only the diffs, so I never miss a drop and never have to scroll a careers page by hand.
Python · GitHub Actions · cron · SMTP
A daily ~7AM digest of new agentic tools and AI-dev news, pulled together by an LLM into a ranked email. It's how I keep up with a field that moves faster than any newsletter can.
Python · Gemini · GitHub Actions
Statistical Methodology · Financial Statement Analysis · Investments · Statistical Computing in R · Financial Management · Accounting · Corporate Finance
Junior Financial & Operations Analyst
Lecturer & Event Organizer (2021 to present) · Assistant Lecturer (2019-2021)
I'm actively recruiting for winter 2026 & summer 2027 internships and full-time roles in quantitative research, equity research, actuarial, and data / risk analytics. If any of that sounds like a fit, I'd love to hear from you.