Currently a Product Associate at Morgan Stanley, I bridge the worlds of Finance, Technology, and Product Thinking. With a strong foundation in Operations Risk and Regulatory Control, I transform complex compliance challenges into streamlined, automated solutions. My journey from Analyst to Product Associate reflects my passion for driving operational excellence through data-driven insights and process optimization.
Work
Below are some of my recent projects. Please request for the complete walkthrough of the locked projects.
01
Modular AI Chatbot Platform
Built a progression of chatbot implementations exploring how conversational AI evolves from basic prototypes to feature-rich systems with memory, tools, and database integration.
02
Autonomous Job Search AI Agent
Built an autonomous AI agent implementing multi-step agentic workflows for automated job search, content analysis, and personalized recommendations.
03
Podcast RAG System with Vector Search
Built a production-grade RAG system implementing automated podcast processing, vector embeddings, and semantic search to enable conversational Q&A over podcast content.
04
AI Networking Assistant with Semantic Matching
Built an AI-powered professional networking system combining voice interaction, vector search, and automated call initiation to facilitate professional connections.
05
Voice Assistant with Persistent Memory
Built a phone-based AI voice assistant implementing conversation memory persistence to explore the technical challenges of stateful conversational AI systems.
06
MCP Workspace Automation Agent
Built an autonomous AI agent using Model Context Protocol to connect Jira, Slack, and Notion, enabling natural language commands to execute multi-step workflows across productivity platforms.
Thoughts & Ideas
Below are some of my recent thoughts and ideas. Please request for the complete walkthrough of the locked projects.
Data Literacy for PMs: Beyond the Dashboard
Product Management in Derivatives: Where Complexity Meets Clarity
Why Automation in Financial Services Isn't About Replacing People
Experience
My career journey spans risk management, regulatory compliance, and product development in the financial services industry.
The best solutions emerge when you combine deep technical understanding with a relentless focus on doing the right thing.
Stack
Tools and technologies I use to drive automation, analytics, and product development.
in short
I automate workflows using Alteryx

Lokesh skipped presentations and built real AI products. Want to know how?
Lokesh Leel was part of the August 2025 cohort at Curious PM, alongside 15 other talented participants.
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