Experience
Internship
Investoday Financial Information Ltd.
▸ LLM-Powered Industry Rotation Advisory Agent
- •Collaborated cross-functionally with product, engineering, and data teams to architect module structure, data pipelines, and agent workflow for an LLM-powered industry rotation advisory agent; authored PRD covering six analytical dimensions (macro, valuation, sentiment, technical, capital flow, and crowding)
- •Partnered with data infrastructure team to define and integrate API requirements for 20+ financial indicators (e.g., sector P/E percentiles, northbound fund flows, turnover rate time series), specifying data types, historical depth, update frequency, and granularity to support real-time agent inference
- •Iteratively refined prompt engineering strategy and report architecture; redesigned output to a conclusion-first format and developed structured extraction prompts to parse unstructured sell-side research reports into actionable investment signals across six dimensions, improving output consistency for sector rotation recommendations

Deloitte Innovation Investment (Hong Kong) Limited
▸ AI Intelligent Customer Service Chatbot
- •Assisted in developing an RAG-powered chatbot for a leading financial services firm by automating document processing, utilizing MongoDB for metadata, Azure Cognitive Search for vector databases, and Azure CosmosDB for the knowledge graph
- •Authored and integrated a reranking function by embedding the ms-marco-TinyBERT-L-2-v2 model, improving response accuracy by 20%
- •Assisted in testing and deploying the model on the chatbot's API server
▸ AI Intelligent Invoice Recognition System
- •Engineered a computer vision AI system for intelligent invoice recognition, capable of identifying both handwritten and printed text
- •Led the dataset collection and data labeling process for fine-tuning a YOLOv12m-based object detection model
- •Assisted in parameter tuning for the model and implemented distinct OCR processes for handwritten and printed fonts post-detection
▸ AI Investment Portfolio Management Assistant
- •Developed an AI assistant for investment portfolio management, featuring a conversational agent with tool-calling capabilities and a predictive module
- •Utilized an AI agent to dynamically invoke tools from an MCP server, enabling real-time data access and search functionality for a financial chatbot
- •Trained an LSTM model on NVIDIA L20S chips using historical minute-by-minute stock price data, achieving 15-minute price predictions with about 60-70% directional accuracy
Projects & Competitions
Finance
HKSI Case Competition 2025
Semi-Finalist (Top 10%)
- •Developed and applied a predictive linear regression model to assess the impact of ESG factors on corporate financial performance, providing data-driven insights to advance green finance goals
- •Proposed a roadmap for implementing mandatory carbon pricing in Hong Kong, incorporating AI and blockchain technologies to improve ESG data transparency and accuracy, with the goal of establishing a centralized ESG database

VCOC Investment Challenge 2025
Top 15%
- •US$5 million Series A investment transaction
- •Utilized the Trading Comps method to calculate the pre-money and post-money valuation of the potential investment, and conducted IRR simulations under various scenarios to determine optimal entry price
- •Articulated Gen AI's competitive positioning and conducted generative AI market analysis for retail pricing intelligence, identifying 20% operational efficiency gains through NLP-driven dynamic pricing models

Bloomberg Global Trading Challenge 2024
Top 10% · Rank 53 / 2000+
- •Optimized portfolio allocation using predictive modeling, achieving 15% monthly ROI and peak rank 53/2000+ teams globally
- •Executed fundamental & technical analysis on AI-centric tech stocks (NVIDIA, AMD, Alphabet), focusing on AI chip demand, cloud infrastructure growth, and generative AI monetization trends
- •Leveraged financial data and market trends to recommend buy/sell decisions, demonstrating strong analytical skills and a deep understanding of the growth potential of AI-driven tech companies
GitHub Pinned
TechAI project management agent with intelligent task planning, execution tracking, and collaborative workflows.
Multi-agent personalized learning assistant. Breaks down complex concepts, generates custom learning paths, and creates adaptive tests.
Mobile-first Cantonese voice chat app — Azure Speech ASR + DeepSeek AI dialogue + Cantonese TTS with PWA support.
