Yuxiang Mai (Miles)

CFA Charterholder | 10 Years in Finance & Data Products | Asset Management Platforms | Financial Data Governance

mai.yuxiang@foxmail.com · GitHub · Hangzhou, China

Profile

Senior finance product professional with 10 years in asset management and hands-on 0-to-1 delivery. CFA charterholder. Strong in financial data governance, portfolio management systems, and third-party data integration. Experienced connecting data capabilities to business workflows, including intelligent research support, knowledge bases, and operations automation.

Work Experience

State Street (Zhejiang) Inc. | Business Analysis Officer | Nov 2021 — Present · Hangzhou

Asset management platform delivery

• Contributed to onboarding and productization on the Alpha platform (front-to-back solution for asset managers; AUM in the hundreds of billions USD)
• Led requirements for data integration across equities, fixed income, derivatives, and private equity: order placement, execution, reconciliation, and valuation; helped shape extensible data architecture and rollout

Two client-specific products (agile delivery)

• Owned requirements and process design for settled cash reconciliation and daily NAV comparison reports; shipped both client-specific products from 0 to 1
• Automated end-to-end data pipelines and report generation; delivery speed improved by 75%+
• Abstracted client-specific features into standard product capabilities and reusable templates adopted by other EMEA clients

Cross-functional collaboration

• Coordinated US and European clients with engineering, business, and support teams through requirements, solution design, and delivery
• Prepared performance analytics; validated prices, market value, and P&L using Bloomberg, Refinitiv, and Markit across equities, bonds, options, and OTC swaps

AI-enabled operations

• Supported the operations automation team (VBA/Python) in shifting from waterfall delivery toward AI-assisted development
• Participated in full-cycle validation of AI features on Alpha: reconciliation, anomaly detection, and data cleansing; assessed stability and accuracy in asset-management and data-governance contexts

SS&C Technologies (Canada) | Senior Business Analyst | Jul 2019 — Aug 2021

Requirements and product optimization

• Led mutual fund and private fund requirements; delivered 20+ BRD/PRD documents covering portfolio accounting, multi-currency valuation, and TA modules; supported 50+ fund launches on schedule
• Improved Geneva integrations with Bloomberg, Refinitiv, and other vendors; designed mapping rules and exception handling

Data governance and performance

• Built data quality monitoring and automated valuation variance alerts; ran three core performance tests; cut average response time by 40%

CITCO (Canada) Inc. | Senior Operations Analyst | Jul 2015 — May 2019

• Daily and monthly cash and trade reconciliation across equities, bonds, futures, swaps, and options
• Built VBA automation saving ~1.5 FTE and reducing manual error rates by 50%+

Core Skills

AI / Engineering: LLM App Dev | Agentic RAG | LangChain | MCP Protocol | Tool Use | Prompt Engineering | Python | Model Selection & Cost Optimization | Multi-Agent Workflows | AI Product Delivery

Product: Requirements (BRD/PRD) | Prototyping (Axure/Figma) | Process design (Visio) | Agile | Data-driven decisions | Financial product design

Data: SQL (Oracle/SQL Server) | Python (Pandas/NumPy) | Power BI | Financial data governance | Data quality monitoring

Finance: Equities, fixed income, funds, derivatives | Valuation | Portfolio management | Trade reconciliation | Risk & compliance | Third-party data integration

Personal Projects

Lumina | Personal AI Secretary Desktop App

GitHub

• Local FastAPI backend + Electron frontend: tool calling, persistent memory, data source sync, and MCP extensions
• Multi-turn tool-loop Agent; read/write operations require user confirmation; Hermes-style memory with post-conversation organization
• Sync covers Feishu, WeRead, Xiaohongshu, email, and cloud drives; MCP extends Agent capabilities

Stock Research | Multi-Agent A-Share Research Platform

GitHub

• Multi-agent platform automating investment research: information collection, analysis, and report generation
• Gathering Agent scrapes research, news, and filings; analysis Agent covers financials, technicals, and sentiment
• Report Agent outputs structured research; supports stock deep-dives, sector comparison, opportunities, and risk alerts

Article Flow | Full-Pipeline Content Workflow Platform

GitHub

• Tauri + Next.js + Python Flask; local JSON storage; no external database
• 10-step workflow: trending topics → research → draft → de-AI-ify → titles → review → formatting → images → publish
• AI writing: continuation, polishing, style transfer, AI-tone detection; supports WeChat, Zhihu, Xiaohongshu, and three other platforms

NoteAI | AI-Powered Personal Knowledge Base

GitHub

• Independently designed and developed; 100% code generated with AI coding tools
• Python + Tauri + LangChain; Agentic RAG, MCP tool calling, long/short-term memory
• Three-layer knowledge model (Raw/Wiki/Archive); Milvus hybrid retrieval, FlagReranker, HyDE query optimization

AI Transformation Consultant | Taobao Fashion E-Commerce (¥50M+ Revenue)

• Built skills and multi-Agent middleware for trend analysis, hot topics, ops analytics, and marketing content generation
• Style selection efficiency up 60%; content output up 3x; hot-topic response cycle from 7 days to 2 days

Education

Saint Mary’s University — MSc Finance, 2013 — 2014 · Henan University of Technology — BA Economics, 2008 — 2012

Certifications

• CFA Charterholder
• Fluent English (working language)