Investment Research & Client Reporting Platform — Sora Union (Technical Lead) View Project Led and architected an internal enterprise platform for a financial-management firm — analyst research workflows, portfolio management, E...
Led and architected an internal enterprise platform for a financial-management firm — analyst research workflows, portfolio management, ESG data, and client-facing quarterly commentary reporting. Owned technical direction end to end and built the system as its lead while working directly with the client.
Owned system design from the ground up — data model, API contracts, and quarter/period business rules — that shaped how the rest of the team built on the platform.
Directed the team by delegating implementation to other engineers and reviewing their code to keep shared financial-data logic consistent and correct.
Architected a multi-tenant financial data pipeline distributing quarterly analyst commentary across dozens of portfolios and stock contexts.
Wrote advanced SQL Server (window functions, correlated subqueries, STRING_AGG, dynamic pivots) to deduplicate and merge multi-portfolio views with correct tie-breaking.
Root-caused a class of data-integrity bugs where quarter-over-quarter uploads silently bled data across reporting periods, via systematic SQL/transaction tracing.
Acted as technical point of contact for the client — gathering requirements and bug reports, clarifying ambiguous business rules, and running incident response to root cause with evidence.
Owned deployment and production troubleshooting on Windows Server (PM2, IIS, multi-environment configs).
Azure
TypeScript
React
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Azure
TypeScript
React
PM2
Microsoft SQL Server
Knex.js
NestJS
Tailwind css
Tanstack
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AI Business-Data Analyzers — Sora Union
Built generative-AI analyzers over business systems (HubSpot CRM, ClickUp, Float), with Airbyte -> BigQuery pipelines feeding an LLM that...
Built generative-AI analyzers over business systems (HubSpot CRM, ClickUp, Float), with Airbyte -> BigQuery pipelines feeding an LLM that answers questions on leads, feedback, workload, and resource bottlenecks across 100+ projects and 200+ leads.
Python
Google BigQuery
Langchain
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Python
Google BigQuery
Langchain
Llm agents
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