NEW YORK · COLUMBIA MATHEMATICS OF FINANCE · OPEN TO 2026 ROLES

Data-driven answers to market questions.

I'm Peter Xu — quantitative research at ask2.ai, wealth management at HSBC, equity research at UBS. This site is a working portfolio: every chart on it is produced by Python, SQL, and financial models I wrote, running on real market data.

01

Selected work

02

Experience

ask2.ai
FEB–MAY 2026 · NEW YORK
Student Quantitative Researcher
  • Built and tested data-driven trading signals on historical market data, evaluated on return, volatility, drawdown, and risk-adjusted metrics
  • Tested signals, factors, and prediction models on US equities and options in Python, R, and SQL; applied NLP to financial news and trade signals
HSBC
JUL–SEP 2025 · HONG KONG
International Wealth & Premier Banking Summer Intern
  • Supported risk assessments for ultra-high-net-worth clients and designed dynamic asset-allocation tools for structured notes and snowball options
  • Developed index-futures arbitrage strategies, optimizing entry/exit thresholds on minute-level spread data
UBS
JUN–SEP 2024 · SHANGHAI
Equity Research Intern
  • Analyzed NEV technology pathways and competitive landscapes, quantifying impacts of price cuts, subsidy rollbacks, and dual-credit policy
  • Built dynamic DCF models with sensitivity testing for sector coverage
UCSB AS Investment Advisory
OCT 2023–JUN 2025 · SANTA BARBARA
Junior Financial Analyst
  • Helped manage $250,000+ of student-body funds; led research in the consumer cyclical and defensive sectors
  • DCF, WACC, comparable-company, and regression modeling
03

Education & skills

Columbia University
M.A. MATHEMATICS OF FINANCE · 2025–2026 · GPA 3.92
ML for finance · fixed income pricing · non-linear options pricing · advanced stochastic processes
UC Santa Barbara
B.S. FINANCIAL MATH & STATISTICS + B.A. ECONOMICS · 2023–2025 · GPA 3.95
Stochastic analysis · econometrics · derivatives pricing · financial statement analysis
LANGUAGES
Python · SQL · R · MATLAB · C · TypeScript
ANALYSIS
pandas · NumPy · backtesting · DCF & comps · econometrics · NLP
TOOLS
FactSet · Morningstar · Tableau · Stata · Excel · LaTeX · Git