Talking Tuesdays with Fancy Quant

Ex-BofA Quant Builds AI Margin Platform from Scratch

Dimitri Bianco Season 9 Episode 5

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What happens when a former Bank of America quantitative engineer combines deep expertise in finance with cutting-edge AI? In this episode of Talking Tuesday, I sit down with Katelyn Schoenberger, founder of MarginLens, to discuss how she built an AI-powered margin intelligence platform from the ground up.

We dive into her journey from computer science student to quant developer at JP Morgan and Bank of America, and ultimately to becoming a solo founder building a fintech startup. Along the way, we explore AI-assisted software development, startup life, quantitative finance careers, and why understanding margin is far more important than most people realize.

Whether you're interested in quantitative finance, AI engineering, fintech startups, or breaking into Wall Street, this conversation is packed with practical insights and career advice.

In this episode:
Building an AI-powered margin platform as a solo founder
Life as a quantitative engineer at Bank of America
Margin explained: what it is and why it matters
How AI is changing financial infrastructure
Startup lessons from building a production-ready fintech product
Claude Code, AI-assisted software engineering, and modern development workflows
Breaking into quantitative finance without attending a target school
JP Morgan vs. Bank of America career experiences
Software engineering vs. quantitative finance careers
Why documentation, architecture, and explainability still matter in the AI era
Career advice for students and aspiring quants
Women in STEM and navigating technical careers
The importance of creativity, hobbies, and lifelong learning

If you're considering a career in quantitative finance, software engineering, machine learning, or fintech, this interview offers an honest look at what it takes to succeed—and how AI is reshaping the industry.

👍 If you enjoyed this interview, please Like, Subscribe, and leave a comment with your thoughts or questions for a future episode.

 #QuantFinance #ArtificialIntelligence #Fintech #MachineLearning #SoftwareEngineering #BankOfAmerica #JPMorgan #ClaudeCode #Startup #WallStreet #RiskManagement #Trading #DataScience #CareerAdvice #FancyQuant 

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