J.P. Morgan Investment Banking

Role:

Vice President Experience Design

Years:

2018-2024

As a product designer at J.P. Morgan’s investment bank, I loved the complexities of the design challenges I found there. Working on a variety of investment tools from J.P. Morgan’s suite of products, where billions of dollars were traded daily, the stakes are high and expectations are higher.

Data needed to be articulated with exacting precision, interactions required the utmost accuracy, clarity of messaging is paramount, and all while looking slick and engaging. Working with teams to find innovative, elegant and scalable solutions in this space brought me so much satisfaction. 

I lead the design direction across our multiple data and analytics applications, predominantly dashboard interfaces that consisted of charts, graphs, infographics, maps, and other visual tools. These products enabled clients to complete complex tasks, including large value trades, analysing risk and recognising trends and outliers. Creating interfaces that enable our clients to move millions of dollars worth of investments with the utmost confidence has been a real career highlight.

 

Trading Dashboards

Execute: Live trading

Monitoring live pricing on various currencies, commodities, and interest rates allows clients to trade in real-time or set up customized orders with specific parameters tailored to their individual trading strategies.


Awards

Mobile Trading e-FX Excellence: 9 years of recognition for 2012-2022

Profit & Loss Digital FX Awards

Best Execution:
2020, 2019 and 2018

Digital FX Awards

#1 Overall Electronic:
2021, 2020, 2019 and 2018

EuroMoney Market Share

 
 

Portfolio Management

Leading the design vision on J.P. Morgan’s range of solutions for portfolio management has honed my skills in stakeholder management and cross-functional collaboration. For me, the key has been highlighting the overlap between business goals and user needs. I’ve found success when I have prioritised clear and frequent communication, taken time to listen and understand a product and teams’ unique challenges, and focused on flexible rather than regimented solutions.

Working in an environment that demands speed, while navigating the many restrictions of corporate banking has strengthened my ability to stay focused on core objectives, and adjust my approach to keep moving forward.

 

Strategic Indices:
portfolio analysis

Giving clients the essential building blocks for creating, analyzing, and refining their own custom strategies.

With a suite of robust analytics tools, users can monitor performance in real-time and safeguard their portfolios against specific market risks. Providing the insights needed to make informed decisions and navigate the complexities of today’s financial landscape.

 

Delta One:
Minimising Risk

This tool empowers clients to optimize and iterate in developing effective hedge solutions. It features a collaborative dashboard that allows multiple users to work together, overlaying results to identify trends and outliers.

By facilitating real-time collaboration and data analysis, this tool enables users to refine their strategies and achieve the most favorable outcomes efficiently.

 

Nexus:
Synthetic Investing

Advanced data visualization tools gives clients clear insights into their portfolios. By simplifying complex data into understandable visuals, clients quickly assess investment performance and composition. This transparency promotes trust and informed decision-making based on real-time data.

Features like interactive charts enable exploration of scenarios and trends, enhancing strategic planning and risk management.

 

When financial, technical and creative experts come together it’s a powerful combination, but can easily be undone with our individual processes and jargon. I’ve found it essential to create a safe space where there are no dumb questions. The most effective I have been as a design leader is to ensure everyone at the table feels confident and secure in their own area of expertise. This environment naturally lends itself to a place of learning, respect, generosity and creativity, and it make the rest of the job feel easy.

 

Drop me a line for further details on my work with J.P. Morgan

 
 

 

Next up:

Barclays Smart Investor