This is work from my time in Securities Services (2023 to 2026). I'm now a Product Designer in CDAO (Chief Data Analytics Office), leading design for the Connectivity area of J.P. Morgan's Data Mesh platform.

The interfaces are under NDA, so instead of screens, this is a written walkthrough of the problem, the decisions I made, and what changed as a result.

J.P. Morgan — Self-service reporting for institutional clients

Overview

• Led UX for a self-service redesign of J.P. Morgan's institutional reporting experience
• Goal: let clients generate, schedule, and customize their own reports without depending on service teams, while keeping data accurate and secure
• Owned the information architecture, the core reporting flows, and the research behind them, alongside PMs and engineers

The Problem

• Clients relied on two separate reporting platforms: one a decades-old legacy system, one newer but structurally different
• Neither had a consistent, intuitive workflow, so clients needed a service team for basic tasks like running a report or setting a schedule
• Using both platforms fragmented the experience further, causing:
  • Heavy operational load on internal teams
  • Friction for clients doing routine tasks
  • A steep learning curve for new users

The Opportunity

Build a modern, self-service experience that would:

• Let clients run and customize reports on their own
• Reduce the load on service teams
• Improve usability without compromising data accuracy or security