Designing investor workflow tools in partnership with in-house analysts
Timeline
Company
PitchBook
Role
Design Lead
Nov 2019 - Dec 2023
Context
While on the Funds team at PitchBook, my product manager partner and I collaborated with the institutional research group (PIRG) to understand the needs of our institutional investor customer segment and incorporate PIRG’s analyst-driven solutions into the platform.
For deep dives on the features released, see case studies below
Portfolio Forecasting
From Spreadsheet Chaos to Streamlined UX: Minimizing Friction for Investors
Portfolio Forecasting
Helping Investors Visualize their Portfolio