Structured Margin Finance (SMF) is a financial product offered by investment banks to provide their clients with access to leveraged financing. The product allows clients to borrow money against their portfolio of securities, with the portfolio serving as collateral for the loan. Structured margin finance can be used for a variety of purposes, including trading, hedging, and capital raising.

Company's Research Analyst team, a group of Risk Management professionals who specialize in analyzing the various companies, industries, and markets performance, including the clients portfolio's value, the loan amount, and any margin calls.

The professionals were facing challenges working with decentralized data of clients' portfolio value, the loan amount, Mature dates, and any margin calls. Additionally, some of the other challenges included dealing with multiple internal tools, disconnected ecosystems with multiple data providers, and the inability to retrieve relevant data.

Need to build a platform with numerous features, including data aggregation, pre-trade analysis, and portfolio versioning, etc. which ultimately reduce the data collection process from hours to minutes.

I assisted as a Product Designer (IC & Contract employee) alongside the Product Development team of 10+ people.