At Alvarez & Marsal’s Data Intelligence Gateway, I owned the research cycle for 25+ PE and corporate clients, turning investment criteria into sector analyses and prioritized acquisition target lists. I also built screening logic that helped sharpen pipeline prioritization.
I developed AI agent workflows and LLM prompts for private-company profiling and ownership mapping, cutting manual effort by about 30%. I evaluated more than 10 data vendors and recommended two for production, and automated Capital IQ and API extraction to save 20 hours a month.
Earlier at Alvarez & Marsal, I engineered company-status classifiers that raised accuracy from 60% to 80%, and built dashboards to track screening coverage and deal signals. At JP Morgan Chase, I analyzed user behavior and optimized survey design, increasing response rates by 77%; at Brown Brothers Harriman, I automated reporting for 20+ clients, reducing processing time by 30%.
