~$500 Billion AUM Asset Manager

Created a data processing framework with Alteryx and SQL to automate workflows. Automated reconciliation enhanced data accuracy, customized reporting, and streamlined report generation. This integration of CRM, reporting, and finance systems reduced manual effort and improved efficiency, enabling the client to make informed strategic decisions.

• 98% accuracy
• 70% reduction in manual effort

A Top-10 UK Investment Manager

• >90% accuracy
• 95% decrease in TAT

A Top-5 Fixed Income Manager

Developed a scalable AI solution with fuzzy matching, anomaly detection, and automated root cause analysis. Built real-time data pipelines for CSV, XML, and JSON formats. Automated over 95% of reconciliation processes with AI models. Enhanced resolution times with risk-weighted break classification. Delivered SOC-compliant dashboards integrated with Power BI.

• >95% accuracy
• 40% reduction in manual effort

Top-10 Investment Manager

Created an AI-driven entity resolution tool for a top asset management firm to enhance client and advisor data management. The tool integrates data from various sources, including external vendors and internal systems like CRM and Salesforce, using both rule-based and AI methods to eliminate duplicates and establish a single Golden Source record for each entity.

• 92% accuracy in entity resolution/ de-deduplication

Top-30 Investment Manager

Developed a data and analytics platform incorporating multi-source ingestion, NLP, and LLM technologies to provide real-time insights. Processes structured and unstructured data, uses advanced NLP models for entity and relationship extraction, and fine-tunes GPT-4 LLMs to generate actionable insights, complemented by dynamic data visualizations.

• 75% reduction in time spent on research insights generation