Work Complex Assets Derivatives Valuation
ClientJ.P. Morgan
Project TypeWeb App
Year2022
RoleProduct Designer
Complex Assets Derivatives Valuation

Complex Assets Derivatives Valuation

Intuitive valuation interface for complex derivatives, simplifying multi-variable financial inputs for trading desks without sacrificing analytical depth.

about.

Project Summary

Traders valuing complex derivative instruments were working across spreadsheets, terminal screens and an internal tool simultaneously. The cognitive overhead of managing multiple input variables (strike price, volatility surface, term structure) across disconnected tools was causing errors and slowing deal flow.

My Role

As Product Designer, I partnered with product, engineering, and research leads to own interface and interaction design from exploration through release: workshops, critique cycles, detailed Figma specifications, and handoff teams can build against, with accessibility and cross-product consistency embedded at each step.

Design Process

I designed a unified valuation workspace that brought all inputs into a single, structured view. Real-time scenario modelling was made visual through interactive charts that updated as traders adjusted parameters.

The design used a split-panel layout with inputs on the left and live valuation output on the right, with contextual tooltips guiding less experienced users without cluttering the interface for experts.

Outcomes

3xFaster scenario modelling
SingleUnified workspace
95%Trader satisfaction
Finance UX · Data Viz · Derivatives · Trading · Complex Interactions

Oops!

This project is under NDA.

I can’t share full details publicly, but I’m happy to walk through the work in a conversation.