20%
Strategy & Mentorship
Supporting designers and strengthening design practices.
Examples: Facilitating design reviews, helping designers navigate PM collaboration, and identifying design system gaps.
Designing For Institutional Wealth Management
For the past four years I have worked as a Senior and later a Lead Product Designer on Asset Servicing platforms, designing workflows and tools used by institutional investment teams managing complex portfolios.
Scope Overview
Role
Lead Product Designer
Team
3 Designers
Users
Internal investment operations teams & institutional clients
Product
Front Office Solutions
Collaboration
6 Product Managers • Multiple engineers • Design System and Research teams
Duration
4 years
Breakdown of My Week
Supporting designers and strengthening design practices.
Examples: Facilitating design reviews, helping designers navigate PM collaboration, and identifying design system gaps.
Improving collaboration between design, product, and engineering.
Examples: Introducing joint sprint planning sessions, implementing design work tracking, and improving visibility into design work.
Hands-on design from requirement refinement through prototyping, testing, and implementation support.
Example: Designed workflows for investment valuation across portfolios.
Advocating for design best practices such as user research and design system improvements.
15%
Cross-Functional Operations
Improving collaboration between design, product, and engineering.
Examples: Introducing joint sprint planning sessions, implementing design work tracking, and improving visibility into design work.
60%
Tactical Discovery & Design
Hands-on design from requirement refinement through prototyping, testing, and implementation support.
Example: Designed workflows for investment valuation across portfolios.
5%
Advocacy
Advocating for design best practices such as user research and design system improvements.
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more things to know about me
1
I get along with anybody
Whether it’s friends, colleagues, or my roommates’ pet birds, I think all it takes to live in peace is our willingness to walk in the other person’s shoes (or feathers).
2
I have a passion for learning
There is nothing that can keep me going like talking to people; that precious chance to reexamine what seems familiar or uninteresting to me through the world of their experiences, and find a new passion.
