All work
Strategy & analytics consulting · 2023–25 · Strategy & Analytics (AI & Data; Sustainability)
Wealth-management data products
Data products for a $10tn+ AUM investment manager (de-identified).
10+
data products
100+
analyst hrs saved/mo
$10tn+
client AUM
The problem
The chief data & analytics office of a $10tn+ AUM investment manager needed its reporting and analytics estate industrialised: dashboards were delivered monthly by hand, churn signals arrived too late to act on, and ESG exposure questions were answered ad hoc.
My role
Consultant on the AI & Data team, owning dashboard products, pipeline automation, and the churn-scoring deployment.
Approach
- ▸Automated the reporting cadence end-to-end with AWS, PySpark, and Tableau, replacing hand-refreshes with pipelines
- ▸Shipped churn prediction as a product: SageMaker endpoint with real-time scoring wired into downstream retention workflows
- ▸Added an LLM-powered natural-language layer so analysts could query exposure without writing SQL
What shipped
- ▸10+ business-critical dashboards for the CDAO
- ▸Real-time churn-scoring API with drift and latency monitoring
Outcomes
- ▸100+ analyst hours saved per month
- ▸Churn scores actioned in CRM workflows in real time
Client identity and specifics de-identified. Shown in summary only.
Stack & methods
SQLPySparkAWSTableauSageMaker
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