Hedge Fund Operating System with AI Chatbot

The Challenge

Hedge funds often rely on fragmented Excel workflows and disparate data sources like Enfusion PMS and FactSet, leading to inefficient research processes and delayed insights.

The Solution

I architected a secure intelligence hub for a multi-strategy fund, consolidating data into a unified platform. Key features include:

• Autonomous AI Agents: Execute scripts to answer natural language queries (e.g., "Show daily P&L").
• Real-time Dashboards: Visualize NAV, risk exposure, and sector allocation.
• Unified Data: Integration of Enfusion PMS, FactSet, and other sources.

Results

• 70%+ reduction in analyst research time
• Consolidated multiple data sources into a single source of truth
• Replaced fragmented Excel workflows