About this project
One question drives it: which South Florida institutional allocators are getting ready to put capital to work, and where does the public record say so? Every answer is a dated signal with a link to the page it came from.
Andrew Gladki · Financial AI Engineer · communication and sales
I want to work on the institutional business development team of a large financial institution. Allocator Radar is how I'd like to introduce myself: a working tool, not a slide.
Institutional business development depends on timing. Reaching a pension plan the month its board approves an asset-liability study is very different from reaching it a year after the mandate has been awarded. The signals are public, but they are buried in hundreds of board packets, minutes and investment reports, and nobody reads them all. I built a system that does. It reads every page, records what changed and when, and cites its source, so a business development team can spend its time on the conversations.
The project shows the four things I bring to that team: AI engineering, data analytics, an understanding of how institutional money moves, and the ability to take a complex, open-ended problem to an accurate, working solution quickly.
I am a Financial AI Engineer with very capable communication and sales ability. I can build the system, and I can also sit across the table from an allocator, explain what it found, and turn it into a relationship. In business development, that combination is the point: the data finds the moment, and the conversation wins it.
A language model reads board documents and proposes structured signals. Code checks every one before it can count.
Thousands of unstructured PDFs become one queryable dataset with provenance on every row.
The signal types follow how a public plan actually moves money, from studying its liabilities to awarding a mandate.
Three days from a written brief to a working product, with accuracy built in rather than added at the end.
The app is deliberately set to South Florida: Miami-Dade, Broward, Palm Beach and Monroe counties, plus the Treasure Coast (St. Lucie and Indian River). That is 79 plans, 22 of which meet the coverage bar for the main table. Today 2 are deploying and 2 are preparing.
The engine underneath is not regional. It already holds 251 plans statewide. Widening the view is one line in config/scope.yaml, and adding another state means a new registry, not a new system.