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
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.
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.
View Older Portfolio Projects
View Projectsmore things to know about me
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).
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.
