HKUST Corporate Consulting Project Sponsored by JPMorgan

Created in December 01, 2023

2023   ·   hkust   etf-filtering   sentiment-analysis   rag   ·   case-competitions

My team and I worked with JPMorgan Asset Management’s ETF salespeople and software engineers to design and develop a dashboard prototype to facilitate their ETF pitching journey, achieving 1st place. The dashboard helped aggregate trends on social media and news channels and had an ETF semantic search tool that leveraged Llama 2 and MongoDB through RAG. The tool would also provide monthly ETF recommendations for each client based on their customer profile, meeting log history, and market sentiment. Despite being mainly a proof of concept, this project was definitely one of the most ambitious and rewarding experiences for me.

Article 1

Bridging industry and academia

In today’s dynamic business landscape, the synergy between academia and industry is more important than ever. Our recent partnership with The Hong Kong University of Science and Technology (HKUST), renowned for its dedication to grooming future business leaders and technologists, reinforces J.P. Morgan’s commitment to this strategy...

Read More
Article 2

TEMG4950L “T&M Corporate Consulting Project: Global ETF Dashboard for JPMC”

TEMG4950L “T&M Corporate Consulting Project: Global ETF Dashboard for JPMC” successfully concluded with the final presentation competition held at J.P. Morgan Hong Kong office on 1 Dec 2023...

Read More


Enjoy Reading This Article?

Here are some more articles you might like to read next:

  • Smart Debt Settler
  • MultiModal AI Assistant, My GPT-4o Alternative
  • AI Algorithmic Trading Bot
  • HKUST Corporate Prototyping Project
  • Project Melo Summit