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Investment Risk & Analytics Platform

Providing increased granularity and transparency for data-driven decision making.

Role
Lead Product Designer
Tools
Figma, Excel
Industry
Finance

Understanding the Problem Space

A major financial institution's investment risk and analytics clients were operating with a patchwork of reporting sources and manually constructed analytic tools. The data existed — but it wasn't working hard enough.

Reports lacked the granularity clients needed to understand the true performance of their portfolios, leaving them without the visibility required to make confident adjustments, stress-test scenarios, or forecast with precision.

The gap between the data clients had and the insight they actually needed was costing them decision-making speed and confidence.

Expand Process Flow Diagram

Designing the Solution

Discovery & Stakeholder Interviews

Conducted in-depth interviews with key business stakeholders and current clients to understand the essential needs of the system, map existing workflows, and identify exactly where reporting was falling short.

Scenario Mapping

Each scenario was mapped by role and system to surface bottlenecks, redundant steps, and opportunities where automation could meaningfully reduce manual effort.

Requirementse & Feature Backlog

Hours of interview data were synthesized into a structured requirements and features backlog — defining essential functionality and establishing a clear foundation for design and development prioritization.

Iterative UI Design

The platform UI was designed through iterative cycles, demonstrating core capabilities including fine-grained forecasting, asset reclassification, and data interrogation. Each round incorporated client and stakeholder feedback before advancing to the next phase.

Sprint Planning & Delivery

Designs were structured into two-week development sprints, enabling the engineering team to deploy incrementally while maintaining tight alignment between build progress and validated design intent.
Expand IRAS Wireframes

Outcome

The platform became an immutable source of truth — replacing fragmented reporting with a unified, authoritative view of each client's portfolio.

Clients gained customizable, granular access to their holdings data, enabling confident forecasting and data-backed decision making. Stakeholders across the institution could now interrogate risk and performance at a depth that previously required significant bespoke analyst effort.

One Platform

replacing multiple disconnected reporting sources

Full Transparency

Increase in employee NPS post-launch.

Millions unlocked

into portfolio performance and risk exposure for all stakeholders

Expand Process Flow Diagram

Problem

Investment analytics clients were working across disconnected reporting tools that lacked the granularity needed to make confident portfolio decisions.

Solution

Conducted discovery interviews and synthesized requirements into an iterative Figma-designed cloud platform delivering unified data access, forecasting, and asset reclassification capabilities.

Outcome

The platform became a single source of truth, giving clients granular, customizable access to their portfolio data and enabling data-backed decision making at scale.

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