• Developing and implementing a complete automation system from scratch using Python to streamline daily data checks and adjustment processes for liquidity report review

• Spearheaded the design and development of a credit loan agreement review tool from the ground up using LangChain and AzureOpenAI's GPT-4 with RAG technique, featuring a GUI and no token limits• Achieved 99% accuracy in key term identification and captured more than 95% of essential details. Efficiently processed 15+ keywords within 1 min in texts of 2500 tokens, showing consistent performance across 5 active deals• Significantly improved the loan review process, reducing review time for 300-page loan agreements from days to 1-2 hours, potentially enhancing loan profitability and leading to substantial cost savings• Initiated the development of an in-house database for storing reviewed contracts, enabling more effective comparisons between new and historical deals for senior decision-makers• Showcased the tool as a successful proof of concept, paving the way for future enhancements in fine-tuning, prompt compression, user query auto-rewrite, and in-house LLM deployment

• Leveraged Python to extract tick-level trading data from database, contributing to creation of market product feature evaluations, including securities trading activity indicators, in alignment with established criteria• Generated evaluation result labels to support subsequent investment strategy algorithms and streamline selection of securities in line with investment objectives for over 100mm portfolio• Developed Python and SQL code to retrieve repurchase agreement data from company's database and executed data processing to facilitate company's interest rate analysis• Utilized Python to gather security data from both Wind Terminal and company's database, subsequently performing statistical analysis and producing insightful visualizations for presentation to senior management team

• Engaged in credit analysis and loan approval process for 20+ small corporate clients from diversified industries, while giving suggestions on financial structures and risk exposures• Handled thorough financial analyses and risk assessments of 20+ customer profiles to determine loan repayment capabilities and to supported senior analysts in making informed decisions regarding new, renewal, and extension loan applications• Delivered value-added financial advice and solutions on lending and investment strategies tailored to 10+ clients