Buy-side Analyst turned AI Engineer

Finance runs on trust.
So should its AI.

Three years inside hedge-fund operations showed me exactly where analysts lose their day. I reduced some of that friction by building pipelines to automate recurring OMS/PMS workflows, Compliance checks, Trade control, and Risk alerts. Now, going after real operational leverage, I design and ship agentic AI that fund managers can actually adopt – all backed by strong guardrails and evaluation. From Trade Ops to AI Ops, I got you covered.

Recent highlight My engine called all 4 World Cup 2026 semifinalists and both finalists →

View my work Resume ↓ GitHub ↗ LinkedIn ↗

Years in buy-side finance

Years building AI at UW–Madison

AI projects shipped

On,

Wisconsin!

My story

The analyst clients counted on, now building AI you can count on.

01 · The analyst — 2021–2024

At Enfusion (now Clearwater Analytics) I managed buy-side client accounts for three years. When a P&L looked off, a valuation needed defending, or a trade broke, clients escalated to me — fund accounting, performance, valuation, and risk across multi-asset portfolios. Beyond answering the questions, I automated OMS and PMS workflows, managed market-data vendors, and trained junior analysts.

02 · Graduate school — 2024–2026

Then I went to master the other side. At UW–Madison I learned to engineer agentic AI and shipped it outside finance to prove the skill travels. For MSA Professional Services, I delivered agent-run ETL pipelines in Microsoft Fabric that documented decades of ERP data, with copilot agents on top so users could query the data in plain English. For another firm, I built an Azure AI decision-support tool that automated the statistical analysis step in a steel-parts manufacturing process.

03 · Now

Same vision, new tooling: be the one people can rely on. I ship AI agents with the guardrails and evaluation to earn that reliance — data pipelines and cloud deployment included. Spring 2026 graduate, open to relocation.

Trade operations, Risk, Pricing & Valuation
Agentic AI systems, RAG pipelines & MCP workflows
SQL, Python, C++, Tableau, ML & data engineering
Product management & stakeholder communication

The full path

2016–2021

NMIMS University

BTech, Information Technology

2019–2020

Reliance Jio Creative Labs

Market Research Intern

2019–2021

NMIMS University

MBA, Finance

2020–2021

Ecovia

Product Marketing Manager

2021–2024

Enfusion (now Clearwater Analytics)

Financial Analyst → Senior Financial Analyst

2024–2026

University of Wisconsin–Madison

MS, Information

Experience

Where the industry knowledge comes from.

Enfusion (now Clearwater Analytics)

Senior Financial Analyst

Jul 2021 – Jul 2024 · 3 years

PMS / OEMS Trade Operations Bloomberg · Refinitiv Post-trade Compliance Client Success

Regulatory risk

Allocation exceptions flagged
on live PMS data

Market-abuse risk

Short sales, wash trades &
CFTC reporting monitored

Data-integrity risk

Bloomberg & Refinitiv breaks
owned to resolution

Operational risk

Trade, position & cash
reconciliations automated

⚖️

Reduced regulatory risk

Automated post-trade reporting in collaboration with Compliance, flagging allocation exceptions using live PMS data.

🚨

Improved electronic trade monitoring

Designed CI/CD controls to flag short-sale exceptions, potential wash trades, and CFTC reporting on live trading data.

🛡️

Reduced data-integrity risk

Owned Bloomberg and Refinitiv breaks, collaborating with Data Engineering to quickly resolve discrepancies across systematic pricing models.

🔁

Cut client operations waste 20%+

Automated trade, position, and cash reconciliations and mitigated duplicate reporting across client accounts.

📉

Reduced churn by 22%

Managed separate client accounts, ensuring timely and accurate reporting of multi-asset risk and P&L.

🚀

Supported revenue growth across 15+ deals

Gave tailored product onboarding and training to new funds, collaborating closely with sales teams.

⏱️

Improved SLA performance

Cut average query resolution time by 15 minutes by analyzing and optimizing JIRA support queues and escalation workflows using Power BI.

👥

Mentored junior analysts

Trained juniors in issue triaging and investigation, assuring quality through strict documentation standards and shared knowledge.

Selected work

AI Projects (you can trust)

Agentic AI · Full-Stack · Claude

The Bracket Analyst — FIFA World Cup 2026

Fills your World Cup bracket with Elo-grounded odds — the same odds FIFA uses in its world rankings — and an upset-watch engine that sizes your boldness to your pool. It's the engine behind my own 2026 run.

Why trust it

The full bracket is published on the case study and graded match by match against the real tournament. It called all 4 semifinalists and both finalists, and the one wrong pick is shown too. 287 automated tests verify the odds calculations.

Read case study Live app

Agentic AI · Full-Stack · Claude

Pocket Scout — Fantasy Premier League Advisor

Transfer, captaincy, and chip advice for your exact Fantasy Premier League squad — plus a chat that answers any question about your team.

Why trust it

The AI can't invent stats — every number comes from a deterministic scoring engine over live FPL data, and its accuracy is backtested against a decade of seasons with the results published either way.

Read case study Live app

Data & AI Engineering

Enterprise Data Management Agent for MSA

Agent-run ETL pipelines that document a Dynamics 365 ERP at scale — saving months of analyst time — with Copilot agents on top so anyone can query the warehouse in plain English.

Why trust it

Nothing ships on the AI's word alone — a human approves every generated definition before it enters the data dictionary, so the source of truth stays governed end to end.

Read case study

More builds

Agentic AI · Equity Research

Buy-side Analyst Agent with Claude

An equity-research agent with 19 financial analysis tools — live quotes, technicals, options chain, filings, and cross-signal synthesis.

Why trust it

It can't answer from stale training data — a mandatory 7-step pipeline forces live quotes, technicals, options, and filings into context before any view is allowed.

Read case study

Agentic AI · Manufacturing

Process Capability & Behavior Assessment

An Azure AI Foundry workflow that turns raw manufacturing process data into leadership-ready capability assessments.

Why trust it

Statistical stability checks run first — if the process is unstable, the AI refuses to score it. The same discipline a quality engineer would apply, enforced in code.

Read case study

RAG · AI Sustainability

WattBot — AI Environmental Impact Chatbot

A RAG chatbot that answers questions on AI's energy and water footprint from 50+ scholarly articles.

Why trust it

Every number in an answer links back to the paper it came from — and when the sources don't hold an answer, it says so instead of guessing.

Read case study

Finance runs on trust.
So should its AI.

The analyst clients counted on, now building AI you can count on.

Where the industry knowledge comes from.

AI Projects (you can trust)

Thoughts, Experiences, and Life

Let's build something.

Finance runs on trust. So should its AI.

The analyst clients counted on, now building AI you can count on.

Where the industry knowledge comes from.

AI Projects (you can trust)

Thoughts, Experiences, and Life

Let's build something.

Finance runs on trust.
So should its AI.