Work

I led product design across projects under Asset Servicing–Hedge Fund Services, aligning diverse needs between internal stakeholders and external clients. Focused on architecting high-density data platforms and multi-party approval workflows to maximize operational scalability.

• Investor Services: Enterprise Transfer Agency Modernization

  Ongoing
  • Legacy System Migration
  • Workflow Automation
  • Persona-Driven Design
  • Complex Data Simplification

  Overview

  Orchestrating the modernization of two disparate legacy systems into a unified, task-driven Transfer Agency platform within the Omnium Web ecosystem to streamline investor relations and transaction management.

  Contribution

  Leading the end-to-end UX strategy, mapping complex functionalities into a centralized, persona-based workflow. Conducted extensive stakeholder interviews across Investor Accounting, Tax, and Compliance to define distinct user journeys.

  Impact

  Consolidating over 100 legacy screens into a cohesive, task-driven dashboard. This active redesign is reducing cognitive load for operators and improving the accuracy of Net Asset Value (NAV) reporting and capital transaction processing.

• Valuation Hub: Centralized Pricing Engine & Analytics

  • Financial Analytics
  • Data Strategy
  • Data Visualization
  • Operational Efficiency

  Overview

  Spearheaded the web migration and UX enhancement of a centralized pricing and valuation center, enabling multi-dimensional asset monitoring across varied timeframes and global portfolios.

  Contribution

  Designed a unified landing dashboard that successfully reconciled the single-day portfolio view of the Valuation Center with the multi-day, multi-source flexibility of the Pricing Engine.

  Impact

  Standardized pricing logic and established a streamlined interface for price overrides and rule selection, drastically reducing the evaluation cycle for complex asset pricing.

• Collateral Management: End-to-End Risk Workflow

  • Risk Mitigation
  • Bulk Processing
  • Dual-Audience Workflows
  • Financial Compliance

  Overview

  Engineered a comprehensive workflow system to calculate daily exposure and process collateral calls, mitigating financial risk during complex trading activities and market fluctuations.

  Contribution

  Architected a dynamic GUI dashboard to replace manual portfolio monitoring. Designed bulk processing capabilities for collateral calls, tailoring the experience to meet the nuanced requirements of both internal administrators and external clients.

  Impact

  Scaled operational capacity to absorb Securities Lending volumes. Bulk processing accelerated margin call executions, reduced manual risk exposure, and fortified client asset protection.

• Asset Verification: Real-Time Position Monitoring

  • Real-Time Monitoring
  • Single Source of Truth
  • Cross-Functional Collaboration
  • B2B Portal

  Overview

  Developed a centralized workspace for monitoring private positions, designed to enhance operational transparency and serve as the foundational architecture for future client-facing self-service capabilities.

  Contribution

  Designed an interactive dashboard featuring scalable data visualization—including dynamic zoom-in/out charting—and intuitive task-routing mechanics to track assignment statuses and operational bottlenecks.

  Impact

  Established a single source of truth for internal teams, significantly improving accountability and data analysis speed, successfully laying the groundwork for the ultimate internal-to-client portal transition.

• Corporate Actions: Event Management Automation

  • Workflow Orchestration
  • Accessibility
  • System Automation
  • Task Management

  Overview

  Enhanced a web-based workflow platform utilized by institutional investors and hedge funds to automate and monitor complex corporate actions and dividend events.

  Contribution

  Redesigned the event tracking interface by introducing flexible, multi-view architectures (monthly, weekly, daily, and list views) to handle high-density information. Optimized interaction patterns for end-to-end lifecycle event management.

  Impact

  Improved interface accessibility and operational efficiency, empowering users to intuitively track real-time backend data points and drastically reducing manual tracking errors.

• Report Scheduler: Automated Delivery & Deployment Portal

  • UI Modernization
  • Data Grid Optimization
  • Deployment Workflow
  • Information Architecture

  Overview

  Redesigned the internal scheduling portal that manages and executes client report deliveries — the bridge between third-party reporting portals and internal DEV/UAT/PROD environments — reworking a dense, seven-page job console into a focused, task-oriented experience.

  Contribution

  Modernized complex data grids and scheduling workflows into strict alignment with the latest Omnium design framework, grouped seven loosely related pages into four task areas, and consolidated four disconnected forms into a single guided flow. Re-tiered a flat toolbar into clear bulk, data, and grid actions while streamlining how teams connect reports, monitor event triggers, and manage environment promotions.

  Impact

  Harmonized the tool with the broader Omnium ecosystem and cut job setup from 10+ clicks across separate forms to one guided flow, reducing the learning curve for internal teams and streamlining the end-to-end report deployment and client-delivery lifecycle.

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

Within the Incubation Lab, I delivered rapid digital solutions for internal enterprise ecosystems. Leveraging Agile methodologies, I spearheaded automation and exploration projects that reduced operational friction, directly driving measurable corporate cost-savings and process efficiency.

• Enterprise Design System for Microsoft PowerApps

  • Scalable Design System
  • UI Components
  • Brand Consistency
  • Rapid Prototyping

  Overview

  Established a comprehensive Design System to standardize the user interface and branding across a rapidly expanding suite of internal PowerApps.

  Contribution

  Defined and documented a universal design language, creating reusable component libraries, typography guidelines, and interaction patterns tailored specifically for the PowerApps environment.

  Impact

  Accelerated the development lifecycle and empowered non-designers to rapidly deploy brand-compliant applications, resulting in 200 hours saved annually in redundant design and engineering efforts.

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

• Storm Response & Contractor Portal

  • Field Service Operations
  • Dual-Sided Platform
  • Real-Time Tracking
  • Approval Workflow

  Overview

  Created a dual-sided digital ecosystem to manage external contractors during extreme weather events, optimizing the end-to-end process from emergency dispatch to compensation.

  Contribution

  Mapped complex field-to-office workflows, designing a mobile-friendly receipt and data upload interface for contractors, coupled with a robust internal approval dashboard for real-time dispatch and status monitoring.

  Impact

  Eliminated critical bottlenecks in emergency response operations, saving 1,248 operational hours annually while ensuring rapid, compliant compensation for field contractors.

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

• Project Intake & Incubation Management Platform

  • Digital Transformation
  • Process Modernization
  • Intelligent Routing
  • Service Design

  Overview

  Designed an end-to-end management portal to digitize and streamline cross-departmental project requests, replacing redundant manual and paper-based workflows.

  Contribution

  Developed an intelligent, dual-sided system featuring an automated questionnaire scoring mechanism to prioritize incoming requests. Built a comprehensive tracking interface for internal lab teams to assign resources and monitor project lifecycles.

  Impact

  Successfully modernized legacy intake procedures and ensured optimal resource allocation, saving 240 hours annually in administrative and coordination overhead.

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

• Field Operations: Minor Material Ordering System

  • Inventory Digitization
  • Error Reduction
  • Field Work Efficiency
  • Paperless Workflow

  Overview

  Replaced a manual, error-prone, photo-based request process with a streamlined digital ordering system for field workers requesting parts from central warehouses.

  Contribution

  Designed an intuitive, mobile-optimized search and selection interface for field workers featuring predictive part suggestions. Built a synchronized receiving dashboard for warehouse staff equipped with automated status updates.

  Impact

  Drastically reduced fulfillment errors and optimized field-to-warehouse logistics, saving 367 administrative hours annually previously lost to manual data entry and miscommunication.