Custom Portfolio - ESG Analytics

ESG portfolio management platform enabling portfolio managers to create customized portfolios with sustainability projections. Led team of 5 engineers from concept to production.

Leadership & Scope: • Led team of 5 engineers developing enterprise ESG analytics platform • Delivered sustainability-focused investment decision tools for portfolio managers • Won Tech Showcase award 2 consecutive years at department level Core Features: • Custom portfolio creation with ESG (Environmental, Social, Governance) projections • Verity RMS integration for engagement tracking • Automated PowerBI report generation for stakeholder presentations • Real-time sustainability metrics and projections Technical Implementation: • Built Verity RMS integration using Python with RESTful APIs • Implemented Autosys job scheduling for automated report generation • Angular frontend for portfolio manager dashboards • Spring Boot/Java backend with DB2 database • PowerBI integration for executive reporting Business Impact: • Enabled data-driven ESG investment decisions • Provided portfolio managers with sustainability insights for product selection • Automated stakeholder reporting, saving significant manual effort • Established expertise in niche fintech domain (ESG/Sustainability)