06 / Investment platforms
Global Investment Fund
A proprietary platform for portfolio construction, trading, research, and account servicing—many modules, unified by one experience vision.
The Situation
The internal digital platform had evolved into a collection of specialized modules. Product, Technology, Research, and advisor-facing teams lacked a shared definition of what “good” looked like. Legacy constraints were real, and the current state was documented only in fragments. The future state remained an argument waiting to happen.
How I Worked
- Framed a cohesive experience vision across fragmented platform modules.
- Aligned Product, Technology, Research, and advisor-facing teams around a shared MVP and North Star.
- Analyzed legacy system constraints and documented the current state with enough honesty to be useful.
- Defined a future-state experience strategy the organization could sequence, not just admire.
What Followed
The work gave a complex internal platform a unified experience narrative, the foundation for future conversations about features, AI, and modernization.