Ivy is a Quantitative Analyst for the firm’s equity and multi-asset strategies. She is responsible for conducting quantitative analysis across a broad array of topics, including security selection, portfolio construction, and portfolio evaluation. She is a member of the Investment Committee and the Quantitative Tools & Methodologies Team.
Ivy began her career in 2010 and joined Boston Trust Walden in 2022. Previously, she worked at Arrowstreet Capital as an Investment Analytics Associate Director, conducting quantitative analysis on the firm’s long-only and alpha extension equity strategies. She previously worked for Columbia Threadneedle, where she provided analysis and models to support a systematic investment approach by the firm’s equity portfolio management teams.
Ivy earned an MS in Computational Finance from Carnegie Mellon University and a BS in Finance from Nanjing Agricultural University in China. She holds the Chartered Financial Analyst® designation and is a member of the CFA Society Boston and the CFA Institute. Ivy also holds the Chartered Alternative Investment Analyst® designation, as well as the Financial Risk Manager designation.