Zachary Li

Math & CS @ NYU | MSBA @ UCSD | MFE @ WQU | Publications Repo: github.com/zacharylibret

San Diego Metropolitan Area

About

Quantitative researcher with experience in market microstructure, alpha research, execution analysis, and machine-learning-based return forecasting. Built event-driven simulators, transaction-cost-aware backtests, and portfolio optimization tools across crypto and equity markets. Strong background in Python, C++, SQL, statistical modeling, and time-series analysis.

Experience

  • AI Agent Developer at dhauz North America
    Mar 2026 - Jun 2026 · 4 mos

    • Developed an agentic AI chatbot for Dhauz, enhancing clinical support for nurses and technicians. • Presented the project at the UCSD Rady School of Management TRACE Awards, achieving 3rd place. • Designed a multi-agent architecture integrating patient alert logic and contextual information retrieval. • Established evaluation workflows to assess chatbot outputs for relevance and accuracy in clinical scenarios.

  • Financial Reporting Externship at Equity Methods
    2026 - 2026 · Less than a year

    • GitHub Repo: github.com/zacharylibret/Performance_Stock_Units_Valuation_BS_Lattice_Montcarlo • Modeled a 140% stock-price hurdle over 3 years. • Used market data, volatility blend, Treasury rates, and dividend yield. • Ran 200,000-path Monte Carlo to estimate hurdle probability. • Primary model: CRR lattice with barrier inside the tree. • Cross-checked with Black-Scholes and integrated Monte Carlo.

  • Financial Analyst at Sarson Funds, Inc
    Dec 2024 - Jul 2025 · 8 mos

  • Equity Research at 3W Fund Management Limited
    Jul 2023 - Nov 2023 · 5 mos

    • Built an automated Python scraping pipeline for earnings call transcripts, reducing turnaround time by 10%. • Supported investment signal validation by integrating research outputs into internal workflows. • Assisted with data organization and reporting pipelines using modern analytics tools (Databricks/Snowflake).

  • Quantitative Research at Yuanhui Capital
    Jul 2023 - Oct 2023 · 4 mos

    • GitHub Repo: github.com/zacharylibret/Factor_VAE • Developed a GRU-based Variational Autoencoder (VAE) to model cross-sectional equity return patterns. • Built factor-driven portfolio workflows supporting $0.1M internal capital with 7% growth. • Designed research ETL pipelines in Python/SQL to clean, transform, and validate multi-source market datasets.