Overview
Built a client performance review processing system using proprietary C++ software at Morgan Stanley, automating the generation of quarterly and annual reports for high-net-worth clients. The system reduced manual processing time by 50% and improved reporting reliability across a $750M+ portfolio.
Highlights
- Leveraged proprietary C++ software to build an automated pipeline for quarterly and annual client performance reviews
- Reduced manual report processing time by 50% through automation of data extraction and formatting
- Integrated with existing portfolio management infrastructure supporting $750M+ in assets
- Ensured accuracy and compliance across all client-facing deliverables for high-net-worth accounts
Tech Stack
C++PythonProprietary Internal ToolsExcelLaTeX