# Jerry He

> Software Engineer(Vice President), Technical Lead at iCapital

Location: New York City Metropolitan Area, United States
Profile: https://flows.cv/jerryhe

## Work Experience
### Software Engineer(Vice President), Technical Lead @ iCapital
Jan 2021 – Present
Project: Reference Data
• ETL Pipelines: Design, maintain, and optimize financial data ETL pipelines integrating with leading data
vendors, including Bloomberg, Morningstar, Refinitiv, and Quodd (Xignite). Leverage Python, FastAPI,
Airflow, Snowflake, MongoDB, and Kafka to ensure efficient data ingestion, transformation, and delivery
Project: Chat Application with Generative AI and Large Language Model(LLM).
• Exploration of AI/ML Solutions: Pioneered the exploration of AI/ML applications infused with
Generative AI (Gen AI) and Large Language Model (LLM) and tailored for the financial sector, delving
deep into innovative solutions to optimize processes and enhance decision-making capabilities
• Internal LLM based Chat System: Engineered and implemented an advanced internal chat system tailored
to facilitate prompt Q&A sessions and document search, empowering teams with efficient communication
channels for enhanced collaboration
Project: Financial Portfolio Asset Management and Analysis System
• Collaborative Development: Collaborated closely with production managers, frontend/backend/quants
engineers to ensure the timely delivery of software solutions
• Technical Leadership: Contributed significantly to system design and architecture discussions, offering
valuable insights and expertise to inform product and technical decisions, resulting in well-structured and
scalable solutions
• Code Quality Assurance: Demonstrated proficiency in crafting high-quality code across diverse
technology stacks, including Python, Node.js, React, and Scala, adhering to best practices and coding
standards to enhance maintainability and reliability
Mentorship and Development: Provided mentorship and guidance to junior developers, nurturing their
growth and proficiency in various aspects of software development, fostering a culture of continuous
learning and improvement


## Education
### M.S.
Michigan State University

### M.S.
Tsinghua University


## Contact & Social
- LinkedIn: https://linkedin.com/in/jerryphe

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Source: https://flows.cv/jerryhe
JSON Resume: https://flows.cv/jerryhe/resume.json
Last updated: 2026-03-23