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Voleon·Software Engineer·Technical Phone Screen·Senior

SeniorPrefer not to say
May 2026Remote

Summary

Voleon's quant screen was a multi-part gauntlet covering orthogonal regression, measurement error, and martingale stopping times. The math got pretty deep pretty fast and I don't think I fully nailed any of the three parts.

Questions Asked (3)

Q1

Derive the regression line that minimizes perpendicular distances to data points, and explain why this is equivalent to running PCA on the centered data.

Technical Trade-offsAlgorithms & Data Structures
Author's notes

I knew orthogonal regression was a thing but had never actually written out the derivation on the spot.

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AI HintsAI Generated

Suggested Approach

Start by defining the objective: minimize the sum of squared perpendicular distances from points to the line. Then derive the solution using linear algebra, showing that the optimal line passes through the centroid and its direction is the first principal component of the centered data. Finally, explain the equivalence to PCA by connecting the minimization to maximizing variance along the line.

Pro tip: Emphasize that centering is crucial: without centering, the line may not pass through the mean, and the equivalence to PCA breaks. Also, mention that this is total least squares, contrasting with ordinary least squares which minimizes vertical distances.

1. Define the objective

State that we want to find the line that minimizes the sum of squared perpendicular distances from each data point to the line. This is known as total least squares or orthogonal regression.

2. Set up the optimization

Represent the line as passing through a point (the centroid) with direction vector v. Express the perpendicular distance from a point to the line in terms of v and the centered data.

3. Derive the solution

Show that minimizing the sum of squared perpendicular distances is equivalent to maximizing the variance of the projected data onto v. The solution is the eigenvector of the covariance matrix with the largest eigenvalue.

4. Connect to PCA

Explain that PCA on centered data finds the principal components as the eigenvectors of the covariance matrix. The first principal component is exactly the direction that minimizes perpendicular distances, hence the equivalence.

5. Discuss implications

Mention that the regression line passes through the centroid and that the perpendicular distances are minimized. Contrast with ordinary least squares, which minimizes vertical distances and is not equivalent to PCA.

Key Points to Mention

  • Total least squares vs. ordinary least squares
  • Centering the data (subtracting the mean)
  • Covariance matrix and its eigenvectors/eigenvalues
  • First principal component as the direction of maximum variance
  • Perpendicular distances vs. vertical distances
  • The regression line passes through the centroid

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q2

If the predictor variable X is measured with additive noise, how does the OLS slope estimate behave? Derive the attenuation bias.

Technical Trade-offsData Modeling
Author's notes

This one I actually prepared for.

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AI HintsAI Generated

Suggested Approach

Start by clearly stating the model and assumptions: true relationship Y = βX* + ε, but we observe X = X* + u with classical measurement error. Derive the probability limit of the OLS slope and show it equals β times the reliability ratio, which is less than 1, implying attenuation bias toward zero.

Pro tip: Emphasize that the bias depends on the ratio of noise variance to total variance of X, and mention that with multiple indicators or instrumental variables, you can correct for it—this shows practical awareness beyond the derivation.

1. Set up the model and assumptions

Define the true model Y = βX* + ε, the observed X = X* + u, and assume classical measurement error: u is mean-zero, uncorrelated with X* and ε, and homoskedastic.

2. Express OLS estimator in terms of observables

Write the OLS slope as β_hat = Cov(X,Y)/Var(X). Substitute X = X* + u and Y = βX* + ε to compute Cov(X,Y) and Var(X).

3. Compute probability limit

Take plim of β_hat as n→∞. Show that plim β_hat = β * Var(X*)/(Var(X*) + Var(u)) = β * λ, where λ is the reliability ratio.

4. Interpret attenuation bias

Since 0 < λ < 1, the OLS estimate is biased toward zero. The bias is larger when measurement error variance is large relative to true variance.

5. Discuss implications and corrections

Mention that attenuation bias affects inference and predictions; corrections include instrumental variables, multiple indicators, or known reliability ratios.

Key Points to Mention

  • Classical measurement error assumptions: u uncorrelated with X* and ε.
  • Derivation of plim β_hat = β * Var(X*)/(Var(X*) + Var(u)).
  • Attenuation bias: slope estimate is biased toward zero.
  • Reliability ratio λ = Var(X*)/Var(X) as the attenuation factor.
  • Bias magnitude depends on noise-to-signal ratio.
  • Corrections: instrumental variables, multiple indicators, or known error variance.

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.

Q3

For a simple random walk, compute the expected value under various stopping rules and use martingale or optional stopping arguments to justify your answers.

Algorithms & Data StructuresTechnical Trade-offs
Author's notes

Blanked a little on the optional stopping theorem conditions.

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AI HintsAI Generated

Suggested Approach

First, clearly define the simple random walk and the specific stopping rules (e.g., hitting a boundary, fixed time). Then, use martingale properties and optional stopping theorems to compute expected values, ensuring conditions like bounded stopping times or integrability are met. Finally, justify each result by referencing the appropriate theorem and verifying its assumptions.

Pro tip: Always state the conditions for optional stopping explicitly; many candidates forget to check boundedness or uniform integrability, which can lead to incorrect conclusions. Also, relate the results to practical implications, such as expected duration or exit probabilities, to show deeper understanding.

1. Define the random walk and stopping rules

Clearly specify the simple symmetric random walk (S_n) and the stopping time(s) of interest, such as hitting time to a boundary or a fixed time. State whether the walk starts at 0 or another point.

2. Identify relevant martingales

Recognize that S_n is a martingale, and for simple random walk, S_n^2 - n is also a martingale. These are key for computing expected values under stopping.

3. Apply optional stopping theorem (OST)

Use OST to equate the expected value of the martingale at the stopping time to its initial value, but first verify conditions: bounded stopping time, bounded increments, or uniform integrability.

4. Compute expected values

Solve for the desired expectation, such as E[T] or E[S_T], using the martingale equations. For hitting times, set up equations based on the boundaries.

5. Justify and interpret results

Explain why the computed values make sense, check edge cases, and discuss any assumptions or limitations. Relate to practical scenarios if relevant.

Key Points to Mention

  • Definition of simple symmetric random walk and its martingale properties.
  • Optional stopping theorem and its conditions (bounded stopping time, bounded increments, uniform integrability).
  • Martingales: S_n and S_n^2 - n.
  • Computation of expected hitting time for symmetric random walk (e.g., E[T] = ab for boundaries -a and b).
  • Wald's identities as an alternative or complementary approach.
  • Distinction between stopping rules that yield finite vs. infinite expected values (e.g., one-sided vs. two-sided boundaries).

AI-generated suggestions, not part of the candidate's original notes. May be inaccurate — verify before relying on them.