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EnterpriseCompleted

AI Risk Analytics Platform

Morgan Stanley

AIRisk AnalyticsLLMsRAGDeveloper Tools
Product Team LeadApril 2024 - November 2025San Francisco Bay Area
AI Risk Analytics Platform

15+

Engineering teams supported by SDKs and integration tools

40%

Internal onboarding-time reduction helped achieve

Overview

At Morgan Stanley, I worked across product and technical delivery for AI-driven risk analytics, including enterprise retrieval and developer integration tools.

The work connected approved financial data, retrieval, structured model outputs, and operational dashboards. Access controls, traceability, and model-governance requirements shaped the product.

I delivered Python SDKs, reference notebooks, API playgrounds, and self-service sandboxes for more than 15 engineering teams, helping reduce internal onboarding time by 40%.

The Problem

Teams needed a clearer path to integrate risk-analytics capabilities while preserving access controls and the evidence behind model outputs. The product work had to address both the model workflow and the developer experience around it.

My Role

Product Team Lead

As Product Team Lead, I translated stakeholder needs into requirements, acceptance criteria, API contracts, and delivery priorities. I worked with engineering, research, risk, and security colleagues on the path from prototype to production and contributed developer-facing integration tools.

The Approach

01

Connected enterprise retrieval over approved sources with structured outputs and evaluation loops for risk-reporting workflows.

02

Defined latency, explainability, observability, and access-control requirements with the teams responsible for delivering and operating the services.

03

Built developer enablement around Python SDKs, notebooks, API playgrounds, and integration guidance so teams could understand and use the capabilities.

Key Features

What we built

Grounded Risk Workflows

Enterprise RAG over approved data sources, with structured outputs and evaluation loops.

Developer Integration Tools

Python SDKs, reference notebooks, API playgrounds, and self-service sandboxes for engineering teams.

Operational Visibility

Monitoring, tracing, and feedback workflows to support investigation and product iteration.

Access and Governance

Product requirements for authorized retrieval, explainability, data lineage, and auditability.

Tech Stack

Python
RAG
LLMs
REST APIs
SQL
SDK Design
Monitoring & Observability

Key Lessons

What I took away from this project

Developer integration is part of the product, not a separate handoff.

Financial AI needs traceable evidence and clearly defined access boundaries.

Want to build something similar?

I help companies scale their products and build high-performing teams. Let's discuss how I can help with your next project.

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