Led UX for Investment Rebalance tools at world’s largest asset manager, streamlining UI for internal portfolio engineers.

Faced strict compliance rules, legacy systems, and tight deadlines had to balance usability with regulatory requirements.

Chose simplified flows over full redesigns to reduce risk and keep engineers productive within existing infrastructure.

Worked with PMs, compliance officers, and engineers; ran workshops to align legal, tech, and design priorities.

Improved tool adoption, reduced errors, and boosted portfolio engineers’ efficiency while meeting compliance standards.

Learned to balance regulation with usability. Next: explore automation and predictive insights to aid rebalancing.