Felicity Zhu
San Francisco,CA
Summary
AI-driven product builder and automation specialist with 3+ years of experience in delivering AI solutions in a top asset management firm. Successfully launched multiple services, including AI Issuer Lookup, AI Paper Ticket Scanning, and AI Rule Annotating, from concept to completion. Results-driven professional with expertise in AI automation. Proven track record in launching impactful solutions that enhance efficiency and accuracy, while leading cross-functional teams to deliver transformative products.
Overview
6
6
years of professional experience
Work History
Automation Associate
PIMCO
Newport Beach, CA
12.2024 - Current
- Launched AI Issuer Lookup Service with LangChain Vector Store, Streamlit, and Beacon, boosting lookup efficiency by 80% and accuracy by 20%.
- Led team of four in developing AI Paper Ticket Scanning Service using AWS Textract and LLM, cutting processing time from days to minutes while reducing errors by 70%.
- Implemented AI Rule Annotating Service with LLM for risk and compliance systems, reducing daily-related inquiries by 80%.
- Drove product development from proof of concept to production through user-centered reverse-engineering methods.
- Collaborated across functions to define product roadmaps and integrate stakeholder feedback.
- Received Innovation Award for creating transformative AI automation products that improved usability and efficiency.
Private Equity Analyst
New Alliance Capital
Shanghai, China
11.2019 - 03.2021
- Developed financial forecasting models, including DCF and comparable company analyses, to evaluate business sustainability.
- Conducted due diligence on over 60 projects, yielding insights that guided investment committee decisions.
- Performed market and competitive analysis to identify strategic opportunities and assess industry risks.
- Contributed to successful investments in three companies by delivering actionable analysis and recommendations.
Education
Master of Science - Quantitive Methods of Finance
Univeristy of Rochester
Rochester, NY12-2022
Bachelor of Science - Industrial Management/CS Concentratioin
Purdue University
West Lafayette, IN08-2018
Skills
- LangChain and LangGraph
- AI automation, Prompt Engineering, RAG, Fine-tuning
- Programming languages: Python, Java, C, C, Dart
- Cloud platforms: AWS, Azure
- Claude Code and Cursor
- Product development and project management
- Market analysis and competition research
- Cross-functional leadership
Timeline
Automation Associate
PIMCO
12.2024 - Current
Private Equity Analyst
New Alliance Capital
11.2019 - 03.2021
Master of Science - Quantitive Methods of Finance
Univeristy of Rochester
Bachelor of Science - Industrial Management/CS Concentratioin
Purdue University
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