My background is in Quantitative Finance and my work is about analyzing financial information and drawing conclusions from it: how a portfolio should be allocated, which risks sit on the balance sheet and what that means for the people the money is invested for. As Quantitative Investment Strategist at a.s.r. asset management I work on the strategic asset allocation, ALM, lifecycle investing and Solvency II internal model calculations of multi-billion euro portfolios, including the economic scenario calibrations behind the yearly allocation.

What sets me apart is that I combine this with deep expertise in Python and AI, which sharpens the analysis. I build the models I use myself, and apply forecasting and generative AI, built on agentic frameworks and retrieval-augmented generation (RAG), where they add value. I am at my best where the analysis and the conclusions are the job and the technology is how I get there. The same idea runs through my open-source libraries, the Finance Toolkit and Finance Database, which make transparent financial analysis available to thousands of analysts, developers, researchers and students.

Below you can find my work experience, open-source projects, certifications and education, together with testimonials from colleagues.

ExpertiseQuantitative FinanceArtificial Intelligence
LanguagesDutch, English (professional)

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Portrait photo of Jeroen Bouma

2023 – now

Investment strategy in asset management

Institutional asset management, first analyzing financial risk and now as Quantitative Investment Strategist, working on how multi-billion euro portfolios are allocated, with models and AI as the tools to get there.

Current roleFebruary 2024 – Present

Quantitative Investment Strategist

a.s.r. asset management

I work on the analysis behind the investment strategy of our portfolios. I contribute to the yearly SAA through the economic scenario calibrations, and have contributed significantly to both using and building the models behind our Solvency II internal model calculations, lifecycle investing and portfolio optimization. Where it adds to the analysis, I apply forecasting and generative AI built on agentic frameworks and RAG to help us analyze portfolios and risk. I also guide several working students in their day-to-day work and with their theses.

Strategic Asset AllocationAsset Liability ManagementLifecycle InvestingPortfolio OptimizationLiability HedgingSolvency II Internal ModelsEconomic Scenario GenerationAgentic FrameworksRAG PipelinesMachine LearningAI Evaluation & Guardrails

ToolsPython · Machine Learning · Agentic Frameworks · RAG · GLASS · SQL · Databricks · Azure · PowerBI · Git

ExperienceJune 2023 – February 2024

Financial Risk Analyst

a.s.r. asset management

I analyzed profitability and investment risk under different risk frameworks (Solvency II and internal models), looked at portfolio sensitivities and how they relate to the liabilities, and assessed the impact of month-to-month changes. I also helped develop Python models to improve valuation and financial risk measurement.

Solvency II Internal ModelsAsset Liability Management

ToolsPython · SQL · Azure · PowerBI · Git

CertificationJune 2026

Transforming Your Business with AI · INSEAD

An executive education programme on how AI is used in business: what it can and cannot do for an organization, with practical frameworks for working with data scientists and programmers, commissioning analysis and assessing the results. I completed it online between April and June 2026.

View the credential

2022 – 2023

Open-source finance at OpenBB

The Finance Database brought me to OpenBB, a start-up building open-source investment research. As the team's go-to person for financial theory, I learned to lead a team and to turn that theory into a product people use.

ExperienceFebruary 2022 – June 2023

Product Manager

OpenBB

OpenBB set out to compete with Bloomberg through open source. As Product Manager I led a multi-disciplinary team of engineers and finance professionals using Scrum, and focused on translating financial theory into code, building features such as the economy, portfolio and fixed income menus myself. The team saw me as the go-to person whenever financial theory was involved. Towards the end I also led product marketing and the outreach to universities.

ToolsPython · Git · JavaScript · Jira · Confluence

“Jeroen was at the intersection of finance, programming and open source - which is a combination that is very hard to find … ultimately, the team saw Jeroen as the go-to person when financial theory was involved. … I highly recommend Jeroen.”
Didier LopesDidier LopesCEO at OpenBB
Read all 3 testimonials
Didier LopesDidier LopesCEO at OpenBB
“On the 13th of October 2021, I received an email from Jeroen about adding one of his finance GitHub packages to the OpenBB Terminal (then Gamestonk Terminal). After digging into his open source projects and his achievements I was very impressed. When we had a chat regarding how to work together, I offered him a job on the spot. Jeroen was at the intersection of finance, programming and open source - which is a combination that is very hard to find - even today (almost 2 years later).

Jeroen ended up joining us a few months after that initial meeting. He started in the role of Product Manager where he helped drive the direction of the OpenBB Terminal, not only from a product perspective but also joining the development team. Menus such as economy, portfolio, econometrics, fixed income are Jeroen’s legacy and they wouldn’t have the quality they have today without Jeroen’s financial theory knowledge - ultimately, the team saw Jeroen as the go-to person when financial theory was involved.

More recently, Jeroen shifted to the role of Product Marketing Manager so that he could focus on the go-to market and showing users (through documentation, webinars, videos) how they could use OpenBB products for real use cases. In addition, he led OpenBB’s academia motion, and created presentations such as ‘The Greek Government Debt Crisis’, ‘Performing Financial Due Diligence’ and ‘The Influence of the Central Bank’ which used OpenBB for research and were presented at different universities in the UK and Netherlands.

Apart from his financial expertise, I always admired Jeroen’s work ethic and organization skills. As a startup founder, you want people on your team that get shit done, and Jeroen was one of those people. I never had to worry with a task not being done, or being done late. If anything, he always went above and beyond. I highly recommend Jeroen.”
Minh HoangMinh HoangProduct Manager at OpenBB
“I highly recommend Jeroen as an asset in any organization. Jeroen led and executed OpenBB’s go-to-market initiatives, including Academia, with exceptional skill. It is not easy to find Jeroen’s combination of solid finance knowledge and Programming knowledge. On top of that, he consistently demonstrates a strong work ethic and a drive to achieve outstanding results.”
Sri ChilukuriSri ChilukuriVP of Product Marketing at OpenBB
“Jeroen has been a delight to work with. With his expertise in investment research and “can do” attitude, he quickly transformed himself into an excellent product marketing manager at OpenBB. In fact, I would not hesitate to say that he was often the lone sane voice in helping steer the heavily engineering-centric company in the right business direction. His leadership of the highly successful OpenBB Terminal 2.0 launch event in November 2022 and the company’s ongoing go-to-market (GTM) push into Academia are testaments to his newly acquired product marketing skills as well as his overall professionalism. Jeroen has my highest recommendation and I look forward to working with him again in the future.”

CertificationAugust 2022

Certified ScrumMaster (CSM) · Product Owner

Covers the Scrum methodology and how to lead a team as Product Owner. I obtained it during my time at OpenBB, where I led a multi-disciplinary team as Product Manager.

View the credential

2019 – 2022

Modelling for pension funds

My first job, advising Dutch pension funds on their investment and liability risks, and building the models behind that advice. Next to it I studied for the CFA and RBA, and in my own time the open-source projects kept growing.

ExperienceJuly 2019 – February 2022

ALM Advisor

PGGM

I gave actuarial and strategic advice to several Dutch pension funds, based on the ALM, URM and VEV calculations of their investment and liability risks. Behind that advice, I was responsible for developing and maintaining the econometric model in MATLAB and led most of the technical development of the new econometric model in Python. I also worked on interactive dashboards and GUIs and on applying Machine Learning techniques.

Strategic Asset AllocationAsset Liability ManagementLiability HedgingEconomic Scenario GenerationEconometrics & Time SeriesMachine Learning

ToolsPython · Machine Learning · MATLAB · Azure · VBA · PowerBI · Git

“In the implementation phase Jeroen played a key role on the development of the technical side of the model. Meanwhile he did a good job at educating our team on these new topics and providing good documentation. … Over time I learned a lot from Jeroen which I’m very thankful for!”
Luuk van BenthemLuuk van BenthemSenior ALM Adviseur at PGGM
Read all 2 testimonials
Luuk van BenthemLuuk van BenthemSenior ALM Adviseur at PGGM
“Jeroen joined our team just at the right time. As we were considering a full redevelopment of our ALM model, Jeroen’s knowledge of Python first greatly helped us in the decision process. In the implementation phase Jeroen played a key role on the development of the technical side of the model. Meanwhile he did a good job at educating our team on these new topics and providing good documentation. Working together with Jeroen was a pleasure. First of all he’s a nice guy. Furthermore he provided an alternative way of thinking and working that was new for us and helped us innovate and work more efficiently. Over time I learned a lot from Jeroen which I’m very thankful for!”
Pascal JanssenPascal JanssenStrategisch ALM Adviseur at PGGM
“(Written in Dutch) Jeroen is zeer bedreven in alle facetten van programmeren in Python. Zijn kennis en ervaring op het gebied van Python hebben een grote meerwaarde geleverd voor mijn afdeling. Jeroen is scherp als het aankomt op het juist implementeren van code in Python. Daarnaast is hij ook bedreven in het draaiend krijgen en houden van Python op werkplekken en de ondersteuning die hierbij nodig is. Hij is gedreven om altijd verbeteringen aan te brengen en handmatige processen te automatiseren. Jeroen werkt zeer gestructureerd en is met een positieve insteek bezig met zijn eigen ontwikkeling en hoe hij zelf beter kan worden in het vakgebied. Al met al een fijne collega!”

EducationSeptember 2020 – June 2023

Register Beleggingsanalist (RBA)

CFA Society Netherlands

The RBA Program (formerly VBA), organized by the CFA Institute, is a modular program for experienced investment professionals. It covers the entire investment cycle, new developments in the market and the role investment leadership plays in where the industry is heading. I completed it alongside my jobs at PGGM and OpenBB.

Strategic Asset AllocationLifecycle InvestingPortfolio OptimizationSolvency II Internal ModelsEconomic Scenario GenerationEconometrics & Time SeriesFactor Models

ToolsPython · Git

Open Source2020 – Present

Finance Database

Creator & Maintainer

9,400+ GitHub stars610,000+ downloads950+ forks

An open-source database with 300,000+ symbols covering Equities, ETFs, Funds, Indices, Currencies, Cryptocurrencies and Money Markets. It gives an overview of sectors, industries and investment types across 111 countries. I started it out of frustration that I did not know which financial products existed. OpenBB later came across the project, which led to a job offer.

ToolsPython · Git

View on GitHub

CertificationJanuary 2020

Chartered Financial Analyst (CFA) · Level 1

Focused on knowledge and comprehension of investment tools and asset classes. I obtained it during my first year at PGGM.

View the credential

2013 – 2019

Learning the foundations

Economics in Groningen, then Banking & Finance in Utrecht. The quantitative track and its Python courses set the direction, and just before graduating I started the Finance Toolkit.

Open SourceMay 2019 – Present

Finance Toolkit

Creator & Maintainer

5,400+ GitHub stars650,000+ downloads600+ forks

An open-source toolkit with 500+ financial methods, each written to be as transparent as possible. It supports Equities, Options, Currencies, Cryptocurrencies, ETFs, Mutual Funds, Indices, Commodities, Key Economic Indicators and more. Combined with the Finance Database, it lets you do a full competitive analysis. It is used by thousands of analysts, developers, researchers and students.

Portfolio OptimizationEconometrics & Time SeriesFactor ModelsAgentic Frameworks

ToolsPython · MCP · Docker · GitHub · Git

View on GitHub

EducationSeptember 2017 – June 2019

MSc Banking & Finance

Utrecht University

I completed the quantitative track, with courses in Investment Management, Advanced Econometrics, Asset Pricing and Risk Management, and Python courses in Algorithmic Trading, Risk Management and Data Science. My Master's thesis on the impact of interest rate deductibility limits on capital structure decisions was graded a 7.5. Before this, I completed a Pre-Master of Finance.

Asset Liability ManagementLifecycle InvestingPortfolio OptimizationLiability HedgingSolvency II Internal ModelsEconometrics & Time SeriesFactor Models

ToolsPython · MATLAB · R · Git

EducationSeptember 2013 – July 2017

Bachelor of Economics (BEc)

Hanze University of Applied Sciences

A broad program in Economics with a focus on communication, teamwork, analytical skills and adaptability. I also served as an Ambassador for the Green Quest, the University's initiative aiming for zero emissions and minimal waste.

Expertise

What I work on

Quantitative Finance

Strategic Asset AllocationAsset Liability ManagementLifecycle InvestingPortfolio OptimizationLiability HedgingSolvency II Internal ModelsEconomic Scenario GenerationEconometrics & Time SeriesFactor Models

Artificial Intelligence

Agentic FrameworksRAG PipelinesMachine LearningAI Evaluation & Guardrails

Dutch and English, both at a professional level

Beyond work

Hobbies

Tinkering

I like to tinker with technology at home, from home automation to mini PCs and home servers. Lately that includes experimenting with LLMs and agentic setups, next to the many programming experiments I run in the financial domain.

Food & Wine

I love cooking and wine tasting, with a real adoration for champagne.

Sports

I stay active through running, swimming and cycling. Combining the three into a triathlon is on my list for some day.

The short version

Everything above on two pages, ready to print or forward.