Work History

About the company

Insight Investment is a subsidiary of BNY Mellon and is a leading global asset manager responsible for over £741.9bn in assets under management across liability driven investment, fixed income and currency, multi-asset and absolute return.

Clients include pension funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and individual investors.

• Role and responsibilities spread across two teams

• Working as Lead Designer within the "Fusion" app platform team, responsible for the Order Modelling & Dealing (OMD) suite of apps.

  • Working with Product Owner, Business Analysts, Developers and LDI (Liability-Driven Investment) Traders to design and develop a new suite of applications to replace a legacy monolithic system.
  • Identifying existing pain-points, design new workflows, improve existing workflows and usability with legacy system touchpoints.
  • Design of a new Order Trade Blotter (OTB) which interfaces with Bloomberg B-Pipe live pricing service, Symphony Chat, iPushPull and in-house legacy applications to provide users with an end-to-end workflow to source trade orders from various Order Management Systems (OMS), view risk and pricing data and RFQ (Request-for-Quote) functionality with counterparties, execute trades and enrich post-execution data.
  • Design of a new Position Explorer app, enabling Portfolio Managers and Investment Analysts to view detailed client OTC derivative positions with functionality to unwind or offset positions to adjust portfolio risk and visually view resulting impact to portfolio risk before orders are executed in the market.
• Lead designer within the "Integrated Solutions" team, responsible for the UX/UI direction of the "Flow" application which manages and monitors corporate clients' DB (Defined Benefit) Pension Schemes with views to monitor cashflows, risk and surplus at the client and portfolio levels, and perform scenario (what-if) analysis. Users of this system are portfolio managers, client solutions team, and quantitative analysts.
• Key member of the UX Community of Practice (CoP), contributing to setting design standards and patterns for the Design System, conducting UX peer reviews and interviewing job applicants.
• Key member of the Design System Guild, consisting of UX designers and Developers, instrumental in providing direction, key insights and learnings from my past experience in designing and building out design systems for previous companies (Refinitiv, London Stock Exchange Group).
• Member of the Business Analysis & UX joint Community of Practice, to educate Business Analysts (BAs) in user-centred design methodogies and activities in the Discovery process, and to establish better ways of working.
• Using a science-based approach, extended the data visualisation colour palette from the original 6 core (company brand) colours to over 130 with rules/guidance on how to use for best user experience and readability for complex charts and other visualisations.

About the company

LSEG (London Stock Exchange Group), is a leading global financial markets infrastructure and data group, providing data and analytics, risk, collateral and processing solutions, capital formation and trade execution.

In January 2021, Refinitiv was acquired by LSEG and is now the Data & Analytics division of LSEG.

• Principal Designer across multiple teams:
  • Platform & App Frameworks
  • Product Experience
  • Workflow Enablement
• Product Strategy and Lead Designer on the following projects:
  • Explore and define a new standardised framework for the flagship product "Workspace"
  • Proposed a convincing workflow navigational model based on cards with tailored content based on user roles and responsibilies
  • Define a consistent Spatial Model for all future apps
  • Explore the use of Cards for structured content grouping and navigational entry-points
  • Explore the use of a centralised multi-purpose side-bar ("auxiliary panel") to expose features and functions when the user requires them such as:
    • App-level filter controls
    • Setting app-level preferences
    • Setting Alerts
    • Exposing related content
  • Evolve the Search concept to enable improved navigation
  • Define concepts for the Compare / Peer Analysis and Research apps
  • Start Page
• Halo Design System
• Prototyping concepts in Figma and HTML
• Interviewing candidates for FTE and contract roles
• Onboarding and providing support to new team members
• Mentoring junior designers
• See Refinitiv entry below for more...

About the company

Serving more than 40,000 institutions in over 190 countries, Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets, enabling the financial community to trade smarter and faster, overcome regulatory challenges, and scale intelligently. Refinitiv is the new entity formed from the Financial & Risk Division of Thomson Reuters after BlackStone purchased a majority stake in the group.

In January 2021, Refinitiv was acquired by LSEG (London Stock Exchange Group) and is now the Data & Analytics division of LSEG.

• Heavily involved in the design and development of a new flagship financial desktop framework and eco-system
• Lead Designer for numerous Financial apps
• Designing and formalising various design patterns for the financial desktop framework
• App Design Guidance (UX / UI / Interaction Design)
• Design Standards & Operations (DesignOps)
  • Design Standards Governance
  • Eikon 5 Quality Management (UX)
  • Project Lead for the creation of the new Product Design System
    — covering the eco-system of apps for Finance, Risk, Wealth and Enterprise
• Sole Designer for a proof-of-concept solution for a potential Refinitiv and Microsoft strategic partnership
• One of the Lead Designers for integrating Jupyter Notebooks into the financial desktop framework
• Chair for the Interaction Design sub-committee
• Accessibility Subject Matter Expert representative for the Product Design Team
• Trading, Wealth, Investments and financial charting Subject Matter Expert within the Product Design Team
• Sole Designer and Developer of the Product Design Team website

About the company

Lloyds Banking Group are a major British financial services group focused on retail and commercial financial services with millions of UK customers and operate through a portfolio of brands: Lloyds Bank, Bank of Scotland, Halifax, Scottish Widows, MBNA, Black Horse, Birmingham Midshires, amongst others.

• Lead UX Designer for one work-stream within the Lending Lab to design the digital lending user journey for both business-banking customers and colleagues.
• Design of a real-time lending application tracker and documentation e-signing service with documentation retrieval on the customers' facility servicing overview screen, enabling them to re-download signed agreements and other relevant documents pertaining to their lending application(s).
• User journey for digital documentation and e-signing rated "easiest to use" (4.9 on a scale of 1 to 5) by non-Lloyds business banking customers in user-testing sessions to validate an initial proof of concept workflow and design solution via the use of an interactive Axure prototype.
• Contributing to a wider team effort to reduce the business customer's "time-to-cash" on commercial loan applications from an average of 16 days down to 1 day, a reduction of 94%, by designing an effective and intuitive user-interface facilitating real-time application tracking and document e-signing.
• UX/UI design of a Commercial Loan Pricing Tool for internal use by colleagues.
• Initial design of a new Solicitors & Third Parties portal for commercial property lending documentation & e-signing.
• Working with PEGA engineers to provide design input in developing new screens within PEGA to facilitate the data capture and workflow required by a colleague (Relationship Managers) in providing commercial lending via digital and telephony journeys.
• Selected from 25+ nominees in the Lending Lab in recognition for work done on the Pricing Tool project having interviewed 16+ internal users of the existing system and designed a replacement tool with improved usability and functionality with extremely positive feedback from stakeholders and end-users.

About the company

Thomson Reuters Corporation is a provider of intelligent information for businesses and professionals. The Company is organized into four business units: Financial & Risk, Legal, Tax & Accounting and Intellectual Property & Science. Financial & Risk business unit provides news, information and analytics, enabling transactions and bringing together financial communities. It also provides regulatory and operational risk management solutions. Eikon is Thomson Reuters' flagship financial desktop platform for finance and banking professionals.

Financial & Risk Division, EIKON platform - incl. FX and Fixed Income applications.

Working within the Financial & Risk Division as part of the UX team on strategic projects and for the Eikon platform which is a suite of software products providing easy access to trusted news, research data and analytics and displayed in a highly visual way so that it is easy for financial professionals to grasp and act on.

Delivering improvements to workflows and user-interfaces of various Foreign Exchange and Fixed Income “apps” within the Eikon platform and proposing new and improved design patterns.

Projects include:

• Designing various administrative systems to manage suppliers and third-party data along with their respective rights and duties
• Reducing the number of user actions required to enroll a customer for a product trial down from 58 to 26, a reduction of 55%
• Formalising and documenting EIKON's Advanced Search patterns;
• Government & Corporate Bonds Advanced Search UI;
• FX Transactions Cost Analysis app design;
• Defining the responsive behaviour for the FX Volume Heatmap application;
• Fixed Income Credit Default Swaps app redesign;
• FX Portfolio Order Management System app redesign;
• FX Execution Management System with Large-Order Slicing app;
• FX Trade Ticket UI redesign;
• FX Post-Trade Deal Tracker (as a Service) app;
• Fixed Income Portfolio Maintenance app UX/UI - using Progressive Disclosure to simplify the UI, making the form-filling process of setting up and configuring a portfolio less of a bewildering task;
• Creating a bespoke Axure widget library of UI components for designing EIKON apps - reduced time to produce medium-high fidelity interactive prototypes and also reducing the need to burden the Visual Design team to create final high-fidelity Photoshop mockups;
• Defining behaviours for custom UI components/widgets (such as the redesign of the multi-select widget);
• Proposed solution for the UI and visual treatment around the sharing of apps between users within the EIKON platform;
• Creating documentation on corporate intranet to encourage consistent abbreviation and acronym labelling across all EIKON apps;
• Improving App Review process efficiency

Responsibilities include:

• Conducting App reviews (as part of pre-approvals process for deployment into production);
• Conducting informal peer reviews of UX/UI work

About the company

Pitney Bowes is an American provider of global eCommerce solutions, shipping and mailing products, location intelligence, customer engagement and customer information management solutions, with approximately 16,100 employees worldwide.

• Working within an international team on a production management system that incorporates a business process orchestration engine that delivers to customers the ability to execute and manage unique end-to-end business processes or ‘workflows’ of their own design. The system will initially be used by Fujitsu Consulting, an international IT Services company, to produce millions of tax bills, statements and other multi-channel correspondence on behalf of the UK Government's HMRC (Her Majesty's Revenue & Customs). Work involved establishing task flows, creating storyboards / user journeys, wireframes and fully working HTML prototypes for proof-of-concepts (Responsive Design).
• Initial UX/UI work on a web-based authoring tool for digital communications design and composition with heavy emphasis on not just drag and drop functionality but also full keyboard accessibility to satisfy UK Government Accessibility (WCAG) requirements. Work also involved competitor and technology analysis.

About the company

PricewaterhouseCoopers (doing business as PwC) is a multinational professional services network headquartered in London, United Kingdom. It is the second largest professional services firm in the world, with a workforce of 223,000 people throughout 157 countries.

• Working for PwC (PriceWaterhouseCoopers) Consulting as the sole UX/UI Consultant (& Front-End Web Developer) on-site at the FCA (Financial Conduct Authority) on a Digital Transformation project to heavily customize Oracle Fusion and Oracle Taleo Learn application UIs to improve the overall user experience and design new workflows (wireframing and user journeys) for the eLearning application and it’s integration within the Oracle Fusion application and corporate intranet.
• Delivered work 4 months ahead of schedule so, in effect, "worked myself out of a job", therefore contract could not be extended beyond the initial contract period.

About the company

The Financial Conduct Authority is the conduct regulator for 56,000 financial services firms and financial markets in the UK and the prudential regulator for over 24,000 of those firms.

• Working for PwC (PriceWaterhouseCoopers) Consulting as the sole UX/UI Consultant (& Front-End Web Developer) on-site at the FCA (Financial Conduct Authority) on a Digital Transformation project to heavily customize Oracle Fusion and Oracle Taleo Learn application UIs to improve the overall user experience and design new workflows (wireframing and user journeys) for the eLearning application and it’s integration within the Oracle Fusion application and corporate intranet.
• Delivered work 4 months ahead of schedule so, in effect, "worked myself out of a job", therefore contract could not be extended beyond the initial contract period.

About the company

Headquartered in London, HSBC is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in 87 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa.

With listings on the London, Hong Kong, New York, Paris and Bermuda stock exchanges, shares in HSBC Holdings plc are held by over 221,000 shareholders in 127 countries and territories. The shares are traded on the New York Stock Exchange in the form of American Depositary Receipts.

• Lead UI/UX designer for a greenfield FX e-commerce management system ("FlexRate") providing wholesale-level FX pricing for clients with high-volumes of cross-border payment flow
• Client on-boarding time reduced from (up to) 1⁄2 day down to 15-20 minutes (up to 92% time-saving) due to proposed "unconventional yet innovative" user-interface and interaction design being implemented
• UX/UI designer within an international team for "Evolve", a single-dealer global FX trading platform for internal & external users. Also designed various product logos for consideration.
• Sole UX/UI Designer and Front-End Developer for FX Reporting Application with working prototype using HTML, CSS & JavaScript (jQuery)

About the company

Based in London, United Kingdom, P-Solve Investments Limited is a privately owned investment manager and also provides fiduciary management services to its clients. It provides its services to trustee groups, corporations, charities, and insurance companies. The firm manages separate client focused portfolios and also manages a balanced mutual fund for its clients. The firm invests in the public equity and fixed income markets across the globe.

Initially brought in (as a sub-contractor) to provide holiday cover but contract extended to deliver additional work:

• Develop (Visual Design & Coding of) two corporate websites on an open-source (dotnetnuke) CMS platform
• Implement rebranding of Camradata Live online reporting tool as part of white-labelling solutions to Mallow Street & Global Partnership clients

About the company

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of the Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank.

Headquartered in Zurich, Switzerland, UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world.

• UI/UX design for web-­based 'FX Trader+' FX Trading application (wireframes, high­‐fidelity mockups, creation of graphical assets)
• Led the UI/UX design work for iPhone “FX Trader+” FX Trading application and working with off-shore developers to ensure product is delivered according to specs
• Provide UI design assistance with various Fixed Income applications (creation of graphical assets) and other reporting tools

• Client Portal UI/UX design & front­‐end development and maintenance
• Design & development of various web-based reporting tools
• Implement corporate website & intranet redesigns
• Provide consultancy to other business IT teams across asset classes (FX, Equities, Fixed Income) regarding UI/UX in relation to their business applications (web, desktop & mobile) & marketing websites
• Provide technical expertise to Corporate Web & eComms team on corporate-­level web marketing projects including corporate website & intranet daily maintenance, redesigns, design & development of microsites, SEO, Accessibility and training other development and support teams.

• UI/UX design and front-­end development of award­‐winning 'FX Web' FX Research & Analytics Portal and other FX applications (desktop, web & mobile)

About the company

Electronic Broking Services (EBS) is a wholesale electronic trading platform used to trade foreign exchange (FX) with market making banks. It was originally created as a partnership by a number of the world's largest banks.

• Design, develop and maintain corporate websites (ebs.com and fxnet.com) & intranet

About the company

The Stationery Office (TSO) is a British publishing company created in 1996 when the publishing arm of Her Majesty's Stationery Office was privatised. It is the official publisher and the distributor for legislation, command and house papers, select committee reports, and the London, Edinburgh and Belfast Gazettes, the UK government's three official journals of record.

With more than 9,000 titles in print and digital formats published every year, it is one of the UK's largest publishers by volume.

TSO provides services, consultancy, and infrastructure to deliver all aspects of the information lifecycle. TSO developed the website legislation.gov.uk with The National Archives, providing full access to the statute book as open data.

• Analysis, design & development of websites for a couple of Government clients, ensuring cross-browser compatibility and standards-compliance with UK Government Legislation & W3C guidelines for Accessibility

About the company

Sapient is a marketing and consulting company that provides business, marketing, and technology services to clients. The company operates three divisions, SapientNitro, Sapient Global Markets and Sapient Government Services.

Front-­end design and development of the following client sites:

• Centradia (now defunct Foreign Exchange dealing platform, owned by a consortium of banks - Royal Bank of Scotland, Banco Santander Central Hispano, Commerzbank, Sanpaolo IMI and Société Générale)
• Homebase.co.uk (E-­commerce site of a UK-based DIY store, then owned by Sainsburys)
• Opodo.com & Opodo.co.uk (E­‐commerce travel site, owned by a consortium of airlines)
• Sapient.de (Refresh of company’s German corporate site)

About the company

Easynet was a managed service provider and delivered integrated networks, hosting and unified communications services to organisations globally.

The company was headquartered in United Kingdom, and had offices throughout Europe, Asia Pacific, and the US.

It is now owned by Interoute Communications Ltd, a privately held telecommunications company, and operates Europe's largest cloud services platform. Their network extends from Europe to North America, the Middle East and Africa and customers range from international enterprises and global telecommunications operators.

Responsibilities included:

• Providing consultancy, design & build services to small to medium-sized businesses
• Project management of client projects
• Establishing and documenting standards & procedures to gain ISO 9001 accreditation
• Designing and management of Easynet’s own pan-european corporate websites
• Mentoring junior Designers & Front-End Developers

About the company

The Daily Telegraph, commonly referred to simply as The Telegraph, is a national British daily broadsheet newspaper published in London by Telegraph Media Group and distributed across the United Kingdom and internationally. It was founded in 1855.

The website was launched, under the name Electronic Telegraph at midday on 15 November 1994 at the headquarters of The Daily Telegraph at Canary Wharf in London. It was Europe's first daily web-based newspaper and won a steady stream of awards throughout the early years.

• Various major projects (UI/UX design, front-end and systems development) on the multi-award-winning Telegraph.co.uk (Europe’s first online newspaper), then known as "Electronic Telegraph".