Nick Tsai

AI Transformation & Asset Management Analyst

AI × Finance · Private Markets

A Hong Kong SFC-licensed (Types 4 & 9) asset manager overseeing approximately US$100 million in private and structured credit assets for family-office clients.

• Shape and build an integrated AI workspace for investment research and fund operations, connecting fragmented project data, internal systems and AI tools.
• Design human-in-the-loop AI agents for private-credit screening, turning unstructured deal materials into evidence-backed scorecards and review workflows.
• Deploy private LLM infrastructure and automated market-intelligence pipelines for privacy-sensitive financial work.

Data & Analytics

Corporate & Institutional Banking

• Analyzed end-to-end corporate-client onboarding journeys within HSBC CIB, identifying 8+ process bottlenecks and delay drivers.
• Built governed analytics assets across three enterprise systems to support an AI-driven CRM and operational reporting.
• Developed an explainable XGBoost + SHAP risk model that translated machine-learning outputs into operational decisions.