Nayan Patel

Background

About Nayan Patel

As a Quantitative Research Analyst at Helios Quantitative Research (an ICIO firm that provides customized quant investment models and tools to 500+ financial advisors cumulatively managing $30B AUM), I'm responsible for developing and deploying quantitative investment models using machine learning, stochastic modeling, and multi-asset portfolio construction techniques. I support the integration of these models into the firm's Helios Tools platform and AWS infrastructure, driving analytics-backed decision-making across advisory and portfolio management. I hold an MS in Finance - Quantitative Methods (STEM) from Fordham University, am a CFA Level II candidate, a graduate of the prestigious Certificate in Quantitative Finance (CQF) program, and a Certified FinTech Industry Professional (FTIP™) by CFI. My core passion lies at the intersection of Quantitative Finance, Machine Learning, and AI. My expertise spans quantitative research, statistical modeling, and risk analytics, with a strong focus on building alpha-generating strategies, systematic investing, and macro-factor analysis. I enjoy translating complex models into actionable insights through visualization, backtesting, and real-time applications. Previously, I interned as a Quantitative Researcher – Global Emerging Equities at the United Nations Joint Staff Pension Fund (UNJSPF)($93B AUM), where I supported the management of a $6B EM equity portfolio. My work included developing ML-driven models for price forecasting, sector rotation, and crowding analysis, as well as building dynamic dashboards for portfolio insights. Earlier, as an Alpha Research Consultant with WorldQuant Brain, I developed and tested alphas using a vast library of over global datasets, focusing on signal quality, orthogonality, and integration of sentiment, options data, and analyst revisions. Beyond the industry, I’ve served as a Graduate Assistant at Fordham University, assisting with research, mentoring, and academic support in Python, R, and Bloomberg-based data analytics. Let’s connect to share ideas and explore innovations in quant finance, ML, and AI that shape the future of investment research.