Resume

Daniel

Product manager focused on research and portfolio-management systems in finance, shipping AI-powered workflows for knowledge work and investment research.

Computer vision background · Finance practitioner · Vibe coder · AI in production

Languages & tooling · Python · English fluent · Cantonese native · Mandarin native

Highlight

Featured work

AI research-reading agent (generative recommendations)· 0→1 lead
01

Built an AI reading agent for portfolio managers, shifting the system from “article distribution” to “decision-signal discovery”: surfacing higher-signal information and supporting research decisions.

  • Used LLMs for generative recommendations that extract objective signals from reports, filings, and news—not just keyword match or generic summaries
  • Defined product boundaries for high-risk finance: models focus on extraction, semantic understanding, and ranking—never on generating investment advice
  • Layered UI (signal → traceable evidence → source-aware summary) so claims stay verifiable and trustable
  • Moved recommendations from passive reading to active decision support, cutting information-handling cost for PMs
View prototype
CreamyNote (AI Knowledge Workspace) — AI × reading × knowledge graph· Live · PM + vibe-coded solo
02

A knowledge-workflow tool for the AI era: turning linear study paths into structured knowledge networks and lowering the cost of organizing insights over time.

  • Ingest PDFs, e-books, web pages, and AI chat into one linkable knowledge space
  • Combine reading comprehension with mind-map-style structuring to surface relationships between concepts
  • Unify reading, notes, cards, vocabulary, and brainstorming to reduce context switching
  • Explores durable knowledge and memory—not just another note app with a chat box
Visit site

Experience

Timeline

Aug 2020 – present

Top-tier financial institutionFinTech product manager

Leading LLM-based research and decision-support products from 0→1—recommendations, search, content platforms, and model evaluation—with a consistent focus on information efficiency. Previously owned investment risk and valuation/reconciliation products end-to-end across the post-trade stack.

AI for investment research

AI research-reading agent (generative recommendations)· 0→1 lead

An AI reading agent for portfolio managers: evolving the stack from article distribution to decision-signal discovery for faster, better-informed research.

  • LLM-powered recommendations that surface objective signals from filings, research, and news—not keyword-only or generic digests
  • Clear model scope in a regulated domain: extraction, semantics, and ranking—no fabricated “investment conclusions”
  • Structured presentation (signal → evidence chain → source-grounded summary) for verifiable trust
  • Shifted the product from content consumption to decision support for PM workflows
View prototype
AI research search· 0→1 PM

AI-native search for PMs and analysts, unifying research data that used to live across many siloed systems.

  • Merged research reports, filings, meeting notes, and more into one entry point
  • Blended lexical and semantic search for fuzzy, cross-document, and relational queries
  • Used LLMs for aggregation, context, and generative summaries on top of retrieval
View prototype
Investment training academy (AI content platform)· 0→1 PM

Built a knowledge platform and experimented with AI-assisted learning experiences.

  • Shipped a professional content hub for production, structured publishing, and distribution
  • Explored AI + multimedia course formats to improve learner efficiency
  • Improved AI UX with reading context and user-scenario signals
View prototype
Financial LLM evaluation framework· 0→1 PM

Designed a Chinese financial LLM benchmark from scratch where none existed—toward comparable, domain-grounded model quality signals.

  • Built a 1000+ item Chinese finance eval set covering knowledge, reasoning, and extraction
  • Multi-task, multi-scenario framework so teams share one yardstick
  • Emphasized reliability in real business workflows, not toy leaderboard scores
View prototype

Portfolio management & risk

Portfolio management & risk-control platform· Core banking systems · risk · explainability

Contributed across trading, valuation, portfolio management, and risk—especially risk features—coordinating product and engineering under heavy regulatory and metric complexity, with a focus on trust, transparency, and explainability.

  • Owned risk feature design and cross-team delivery for the risk organization
  • Worked with thousands of financial metrics to align definitions, lineage, and “data/system trust”
  • Designed explainable metric trees and variance surfacing for opaque calculations
  • Helped internationalize portfolio analytics and risk for multi-market, multi-asset use cases

Feb 2019 – Sep 2019

SenseTime (Beijing)Computer vision research intern

Mobile real-time hand detection, synthetic segmentation data, green-screen matting, and random-brightness compositing—balancing on-device compute and synthetic-to-real domain shift.

Real-time hand detection on mobile· Mobile vision · pruning · real-time inference

Explored architectures for real-time hand detection on phones; improved structure and training under tight latency—about +13% mIoU vs prior baselines.

  • Lightweight backbones and MobileNet-class swaps under strict compute budgets
  • Tuned the accuracy vs latency trade-off for live use
  • Supported multi-class, RAW input, and false-positive reduction for production
Segmentation & synthetic data· Synthetic data · domain shift · segmentation

Built pipelines to synthesize segmentation training data; studied generalization, domain shift, background bleed, and lighting gaps vs real captures.

  • Green-screen matting with foreground/background separation and edge/color artifacts
  • Randomized brightness and lighting to diversify synthetic sets
  • Measured synthetic vs real gaps and how domain shift affected generalization

2017 – 2020

University of Chinese Academy of SciencesM.S. · deep learning & computer vision

School of Computer Science and Technology; research in deep learning and computer vision.

Deeper Capsule Network for Complex Data· IJCNN 2018 · CORE-A / CCF-C

Deepened capsule networks for hierarchical features: proposed capsule convolution and capsule pooling to deepen stacks while compressing inter-layer parameters.

  • ~+10% accuracy on CIFAR-10 vs the best capsule baseline at the time (single model)
  • ~50% fewer inter-layer parameters in pooling with similar accuracy

2013 – 2017

Beijing University of Posts and TelecommunicationsB.Eng. · intelligence science and technology

School of Computer Science. Projects included classical Chinese segmentation (short stint at Tsinghua Speech Lab, Java/NLP), inertial-sensor smart control (national 2nd prize, Huawei Cup—architecture + gesture recognition), and French summarization with Wikipedia embeddings and topic models. Student union: head of organization; ran debates and tech festivals.

Side projects

Creamy series (personal)Solo PM + vibe coding

Experiments and shipped tools around knowledge work, multi-agent collaboration, and emotional communication.

CreamyNote (AI Knowledge Workspace) — AI × reading × knowledge graph· Live · PM + vibe-coded solo

A knowledge-workflow tool for the AI era: turning linear study paths into structured knowledge networks and lowering the cost of organizing insights over time.

  • Ingest PDFs, e-books, web pages, and AI chat into one linkable knowledge space
  • Combine reading comprehension with mind-map-style structuring to surface relationships between concepts
  • Unify reading, notes, cards, vocabulary, and brainstorming to reduce context switching
  • Explores durable knowledge and memory—not just another note app with a chat box
Visit site
Multi-agent brainstorm crew· Experimental

A multi-agent system to “think a project through”: agents play product, tech, business, and user roles—cross-examining, debating, and stress-testing assumptions until the plan is more actionable. Public channels plus private agent-to-agent chats for realistic collaboration dynamics.

  • Multi-role AI collaboration that mirrors team debate—not single-shot Q&A
  • Multi-round iteration to mature plans and surface edge cases
  • Dual-layer structure: public discussion plus private agent side-channels for emergent behavior
AI emotional assistant (concept)· Idea stage

Explores AI as a neutral helper in relationships: separate conversations with each side, mapping events and emotional blockers without acting as a messenger or moral judge.

  • Bilateral private chats to reduce head-on conflict in heated moments
  • Strict neutrality: no taking sides, no moral verdicts, no steering outcomes
  • Long-term product angles for mediation, emotional triage, and communication scaffolding

Profile

How I work & what I enjoy

I enjoy photography, travel, chatting, running, badminton, and karaoke. Direct and outgoing: I like to clarify the problem first, align openly on upside and risk, then execute.

Community

Organizations & languages

  • BUPT · head of organization, student union
  • Startup Grind Beijing chapter organizer
  • English: TOEFL 101 · Duolingo 130
  • 15th place, Beijing graduate English speech contest

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