Data Scientist
CurrentMachine learning modeling & data analytics for short-selling & prime brokerage space
May 2024 - Present
AeroLeads people directory · profile
Joe Lu Email & Phone Number
Data Scientist | Financial Engineer | ex-Bridgewater | ex-Fidelity | Using AI/ML to solve business challenges in the financial industry |
at
S3 Partners
1 work email found
@bridgewater.com
2 phones found area 201 and 518
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Data Scientist | Financial Engineer | ex-Bridgewater | ex-Fidelity | Using AI/ML to solve business challenges in the financial industry |
Location
New York City Metropolitan Area, United States
Who is Joe Lu? Overview
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Quick answer
Joe Lu is listed as Data Scientist | Financial Engineer | ex-Bridgewater | ex-Fidelity | Using AI/ML to solve business challenges in the financial industry | at S3 Partners, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bridgewater.com, phone signal with area code 201, 518, and a matched LinkedIn profile for Joe Lu.
Joe Lu previously worked as Data Scientist at S3 Partners and Investment Engineer at Bridgewater Associates. Joe Lu holds Data Science Academy, Data Science from Nyc Data Science Academy.
Company email context
Email format at S3 Partners
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{first}.{last}@bridgewater.com
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AeroLeads found 1 current-domain work email signal for Joe Lu. Compare company email patterns before reaching out.
Profile bio
About Joe Lu
I am a data scientist with 4 years of end-to-end modeling experience, and 7+ years of financial industry experience.I have a passion for leveraging the power of machine learning to generate insights from data and solve business challenges effectively. Additionally, I find joy in continuously staying updated on cutting-edge machine learning techniques and sharing my learnings with colleagues to elevate the team’s productivity.• Data Science Tools: Python (pandas, scikit-learn, matplotlib), SQL, Scala, Jupyter notebook, Tableau• Cloud Platforms & Big Data: Snowflake, Amazon Web Services (AWS), Spark• Software Engineering Tools: Version Control (Git), Linux (bash, cron jobs), Docker containersAs an investment engineer at Bridgewater:• Wrangled equities time series dataset of 200 million rows (crucial to CIO-sponsored modeling initiative). Ensured data integrity and alignment with business needs by correcting 1+ million rows, and transformed & engineered features.As a data scientist at Fidelity:• Upgraded, documented, deployed, and monitored 2 machine learning models, which received a strong endorsement from the Model Risk Team, helped traders to price thousands of bonds daily, and reduced costs by outperforming third-party price vendors.At RBC Capital Markets:• Improved trading revenues by 10% by better understanding drivers of yields, via Lasso regression.• Lowered hedging costs by 25% by reducing portfolio dimensionality and redundant trades, via PCA.My strong foundation in data science began with STEM degrees from Cornell and Carnegie Mellon as well as a portfolio of end-to-end projects from the NYC Data Science Academy.I explored the world during 2018-2019, volunteered as an English teacher, and became fluent in Spanish from zero. I am currently studying Italian and Portuguese in my free time. I also love meditation, weight lifting, and reading about anthropology, history, and psychology.Please contact me at Joe.Zhou.Lu@gmail.com
Listed skills include Quantitative Analytics, Equities, Financial Analysis, Financial Modeling, and 3 others.
Current workplace
Joe Lu's current company
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4 roles
Joe Lu work experience
A career timeline built from the work history available for this profile.
Investment Engineer
Upgraded foreign exchange model by utilizing higher-quality dataset and rebuilding legacy SQL logic with new proprietary Scala library. Parallelized calculations, enhanced decomposition of aggregates, and boosted output accuracy by 4%, enrichening FX team’s insight into capital flows. Wrangled equities time series dataset of 200 million rows (crucial to CIO-sponsored modeling initiative). Ensured data integrity and alignment with business needs by correcting 1+ million rows, and transformed & engineered features. Guided data vendors to implement the necessary changes. Developed portfolio-allocation algorithm to satisfy regulatory, liquidity & Sharpe ratio constraints.Led weekly discussions of Bridgewater’s market insights for group of new engineers.Researched, predicted, and profited from the Bank of Japan’s Dec 2022 change in monetary policy.
Jul 2022 - Jul 2023
Data Scientist
Upgraded, documented, deployed, and monitored 2 machine learning models in Python. Received strong endorsement from Model Risk Team, helped traders to price thousands of bonds daily, provided foundation for auto-bidding CDs, and reduced costs of using 3rd-party price vendors.o Random forest model for municipal bonds outperformed 3rd-party price vendor (lower RMSE).o Reduced run-time of regression model for CDsCoordinated data science, product, and trading teams to create platform with 14% ROA, to increase profits directly and indirectly (assist traders with identifying further opportunities). Presented design to business leaders, and received decisive approval to launch.Designed daily automated reports & dashboards for 10 traders
Jan 2021 - Jun 2022
Fixed Income Derivatives Trader
Provided liquidity for institutional clients (corporations, asset managers, pension funds, etc.) as market-maker in interest rate products. Managed market, liquidity, credit, and operational risks.Founded “short-end” product franchise by creating pricing models for new products and partnering with sales to deepen client relations. Doubled “short-end” client trading volumes in 6 months.Improved trading revenues by better understanding drivers of yields, via Lasso regression.Lowered hedging costs by reducing portfolio dimensionality and redundant trades, via PCA.
Jan 2010 - Jun 2017
3 education records
Joe Lu education
Data Science Academy, Data Science
Nyc Data Science Academy
Master Of Science, Computational Finance
Carnegie Mellon University - Tepper School Of Business
Bachelor Of Arts - Ba, Mathematics And Economics
Cornell University
FAQ
Frequently asked questions about Joe Lu
Quick answers generated from the profile data available on this page.
What company does Joe Lu work for?
Joe Lu works for S3 Partners.
What is Joe Lu's role at S3 Partners?
Joe Lu is listed as Data Scientist | Financial Engineer | ex-Bridgewater | ex-Fidelity | Using AI/ML to solve business challenges in the financial industry | at S3 Partners.
What is Joe Lu's email address?
AeroLeads has found 1 work email signal at @bridgewater.com for Joe Lu at S3 Partners.
What is Joe Lu's phone number?
AeroLeads has found 2 phone signal(s) with area code 201, 518 for Joe Lu at S3 Partners.
Where is Joe Lu based?
Joe Lu is based in New York City Metropolitan Area, United States while working with S3 Partners.
What companies has Joe Lu worked for?
Joe Lu has worked for S3 Partners, Bridgewater Associates, Fidelity Investments, and Rbc Capital Markets.
How can I contact Joe Lu?
You can use AeroLeads to view verified contact signals for Joe Lu at S3 Partners, including work email, phone, and LinkedIn data when available.
What schools did Joe Lu attend?
Joe Lu holds Data Science Academy, Data Science from Nyc Data Science Academy.
What skills is Joe Lu known for?
Joe Lu is listed with skills including Quantitative Analytics, Equities, Financial Analysis, Financial Modeling, Trading, Economics, and Investments.
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