FinMason Announces Intentions to Double Investment Analytics Offering, Expands Team of Data Scientists

FinMason Announces Intentions to Double Investment Analytics Offering, Expands Team of Data Scientists

Jian Liu, Ph.D., CFA, FRM becomes ninth Ph.D. to join growing investment analytics firm.

FinMason, a Boston-based FinTech and investment analytics firm, announced today that it has hired Jian Liu, Ph.D., CFA, FRM, as a senior data scientist. Liu is the ninth Ph.D. at FinMason, which has been building its team as the firm looks to expand their investment analytics platform. She will be joining their data science team and helping to bring the FinMason investment analytics offering from roughly 700 analytical endpoints to more than 1,400 in the coming months, including sophisticated analysis on private securities and global, multiasset portfolios.

“We have a sizeable technological lead over the competition, but it is really the quality of the people that make the difference. We don’t want to just power a client’s analytics, we want to be their analytical consultant and partner,” said Kendrick Wakeman, CFA, the firm’s CEO and founder. “Jian really helps to bolster our ability to serve the diverse and increasingly sophisticated needs of our clients.”

Liu joins FinMason after gaining experience at some of the industry’s most notable firms including UBS, CICC, CIPC, and most recently, State Street, where she was a quantitative risk analyst. She has a Masters in Quantitative Finance from MIT and a Ph.D. in Computational Mathematics from Peking University. She has 13 peer-reviewed publications and has earned both the CFA (Chartered Financial Analyst) and the FRM (Certified Financial Risk Manager) designations. In 2011, Liu was named one of the Top 10 Scholars at Peking University, a school with 50,000 graduate students. She was the only graduate at Peking University in the mathematics field to be honored and one of only two women across the entire institution.

Liu began work at FinMason’s Boston headquarters earlier in the week.


FinMason is a Boston-based financial technology firm with one of the largest and most highly scaled investment analytics platforms in the world. FinMason’s cutting-edge platform analyzes millions of global investments and delivers institutional-grade analytics in milliseconds via two core products: FinRiver™-a lightning-fast API that delivers any analytics anywhere in your platform with just a few keystrokes; and, FinScope™-a bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution. For more information, visit and follow us on Twitter, LinkedIn, and Facebook.

Jessica Taylor Shores
Impact Communications

Source: FinMason