PZ
000
▲ Senior BSA → AI PM 9+ years shipping Available Q3 2026
Open to AI Product roles Profile / 2026

Building the quiet systems behind & in front of AI.

Perry Zang — Sr. Business Systems Analyst at MFS, building AI-enabled data products at the intersection of CRM, data warehousing, and orchestration. 9+ years in asset management. Now building toward the title that fits the work: AI Product Manager.

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2024 — Now MFS Investment Mgmt.
Boston, MA
No. 01 — Premise

I’ve spent nine years doing the work of an AI product manager under different job titles — aligning sales, compliance, analytics, and vendors around systems most companies are still afraid to build.

The next move is the title that matches. I want to own the roadmap for AI products in financial services — the messy, regulated, high-trust kind. Not the demo-friendly kind.

0+yrs
Business systems analysis & data strategy
0%
Research time reduction via agentic retrieval layer
0%
Less manual reconciliation after ETL + automation
0M+
Documents indexed in production vector store
No. 02 — Track record

A career
in systems
that ship.

'24 — Now

MFS Investment Management

Sr. Business Systems Analyst
Senior Business Systems Analyst working across CRM, data warehouse, and orchestration platforms. Driving AI and data product initiatives that connect distribution, analytics, and governance teams.
Salesforce Snowflake Data Products AI Enablement
'21 — '23

Curate Insights

Sr. Consultant · Enterprise Data Strategy
Defined enterprise data strategy — governance, MDM, architecture, security, archival — for mid-to-large clients. Translated strategy into delivered capability. Co-led RFPs, SOWs, and pipeline.
Data Governance MDM RFP / SOW
'19 — '21

Advisor 360

Associate Business Analyst
Wealth-management platform work bridging advisor workflows with the back-office data layer.
Wealth Tech SaaS
'17 — '19

Moody’s Analytics

Associate Business Analyst
Analytics-side work supporting risk and credit data products inside one of the largest financial information firms in the world.
Risk Credit Data
'15 — '17

Brown Brothers Harriman

Fund Analyst
Started here. Fund accounting, NAV, reconciliation. Learning the plumbing of asset management from the ground up.
Fund Accounting NAV
No. 03 — Selected work

Two builds
that defined
the trajectory.

CASE 01 / INVESTMENT FIRM

Agentic Research Layer over Core Investment Data

A buy-side investment firm sitting on terabytes of research notes, earnings transcripts, and analyst memos — none of it queryable beyond ctrl-F. Designed and shepherded a core data product platform that turned unstructured research into a vector-indexed knowledge base, then layered an agentic system on top so portfolio managers could ask real questions and get answers grounded in the firm’s own thinking, not the open web.

Product Lead Vector DB Agentic Systems RAG Core Data Products
Agent architecture · prod
Research Notes analyst memos Transcripts earnings · calls Filings 10-K · 10-Q Market Data prices · fundamentals Ingest + Chunk embeddings pipeline VECTOR DATABASE semantic index w/ lineage + ACLs AGENTIC ORCHESTRATOR retrieval · planning · tools guardrails + citations SQL tool Chart tool PM RESEARCH CONSOLE grounded · cited · auditable Governance PII · entitlements · audit METRICS −68% research time 3M+ docs indexed 100% citations prod · 2025
Sync pipeline · v1.0
BLOOMBERG Market data REFINITIV Pricing + news SALESFORCE CRM Client + accounts PALANTIR FOUNDRY · DATA ORCHESTRATION automated sync · entity links · provenance UIPATH · AI FABRIC predictive models · anomaly TABLEAU trader dashboards SALES + TRADING DESK · REAL-TIME INSIGHT +25% trade efficiency healthcare equities · 2022
CASE 02 / CONSULTING

AI Client-Insights Engine for Healthcare Equities

A real-time integration gap: Salesforce CRM didn’t see live signals from Bloomberg and Refinitiv. Led cross-functional rollout of a Foundry + UiPath AI sync layer with Tableau dashboards. Trade efficiency up 25%; anomaly detection live in production.

Lead Palantir Foundry UiPath AI Tableau RFP / PoC
No. 04 — The next chapter

Done being the analyst.
I’m an AI Product Manager
who hasn’t
switched titles yet.

01 / Vision

Own AI roadmaps in regulated industries.

Asset management, healthcare equities, private credit. The domains where AI is hardest to ship are exactly the ones I’ve been shipping in — with compliance, governance, and entity resolution baked in from day one.

02 / Edge

Translation, not engineering.

The hard part of AI products isn’t the model — it’s stakeholder alignment, data lineage, and turning “the LLM said so” into something compliance, sales, and ops will actually adopt. That’s the muscle I’ve trained for nine years.

03 / Target

AI Product Owner / Manager · 2026.

Looking for a team building AI products into a real, messy, regulated enterprise — ideally in finance, but the principles travel. Senior IC or first-PM hire. Boston, NYC, or remote.

No. 05 — Toolkit

The working
vocabulary.

01SQL · Snowflake
02Salesforce
03Python
04ETL · APIs
05Airflow / Astronomer
06Reltio MDM
07Informatica
08Aha! Roadmaps
09JIRA · TFS
10Agile · Scrum
11Data Viz
12Bloomberg
13Vector Databases
14Data Governance
15Agentic Systems
16Stakeholder Mgmt
No. 06 — Open inbox

Hiring for an
AI product role?
Let’s talk

LinkedIn

@perry-zang

Phone

(508) 340–1652