Jing Xie

Jing Xie

AI-native investment research & strategy | Helping capital markets leaders deploy agentic research tools | Founder, Clarion | Former Tech Exec, COO & Family Office Research Principal

Role
Advisor at Memverge
Location
New York, NY, US
LinkedIn followers
500 followers

About Jing Xie

My two professional passions are AI and investing. In December, 2025 I decided to try building a one-person AI-native investment management infrastructure. This journey has been eye-opening and it helped me quickly figure out what was hype and what was real in the field of generative AI, agentic coding, retrieval augmented generation, skills, MCP tools, everything. Here\'s my advice to everyone: 1. Tremendous productivity gains are possible but we need to get past just chatting with AI 2. AI agents are great for investment research, idea generation, and analyst grunt work 3. Context management and pair-coding are 10x skill-sets for non-technical professionals Here\'s what I\'m excited to work on: 1. Helping investment firms and family offices put AI into real production. Practical working solutions. Sitting in the room as a fractional AI principal for portfolio managers and CIOs. Develop strategy, assess vendors, technical review, hiring. Teaching investment professionals to build AI-native research workflows for themselves, through cohort and self-paced programs. Everything I bring to clients is grounded in the same practitioner stack I\'m running for my own book: Zo Computer, Claude Code, CoWork, RAG pipelines, real-time data systems. I take on new client engagements selectively. Let\'s talk! Clarion Intelligence Systems · clarionintelligencesystems.com ZOpenClaw focused course: Claude AI focused course: https://jing.zo.space/course

Experience

  1. Advisor

    Memverge

    Dec 2025 — Present · New York, NY, US

Education

  • University of Houston

    Bachelor of Business Administration (BBA)

    2004 — 2008

  • University of Houston, C.T. Bauer College of Business

    BBA

    2004 — 2008

Skills

  • Risk Management
  • Essbase
  • Mergers
  • Competitive Analysis
  • West Africa
  • Program Management
  • Strategic Planning
  • Business Planning
  • Process Improvement
  • Business Transformation
  • Planning
  • Revenue Forecasting
  • Strategic Financial Planning
  • Business Analysis
  • Financial Analysis
  • Microsoft Office
  • International Ngos
  • Business Development
  • Mergers & Acquisitions
  • Business Intelligence
  • Management
  • Acquisition Integration
  • Analysis
  • Powerpoint
  • Microsoft Excel
  • Forecasting
  • Data Analysis
  • Access
  • Microsoft Word
  • Team Leadership
  • Business Process Improvement
  • Go-to-Market Strategy
  • Strategy
  • Budgets
  • Cross-Functional Team Leadership
  • Finance
  • Leadership
  • Business Process
  • Project Planning
  • Integration

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