Enterprise
Fidelity Portfolio & Trading Experience
Managed multiple applications and experiences across the trading vertical, partnering with product teams to deliver portfolio and trading features.
The scope
My Fidelity work covered both the portfolio summary and the broader trading experience. Over an approximately four-year engagement, I spent about 2.5 years on the trade team, managing multiple applications and experiences across the trading vertical.
The trade team’s scope included equities, mutual fund offerings, IPOs, fixed income, fixed income research, and tax-loss harvesting. The work combined ongoing responsibility for these applications with delivery of enhanced customer features.
Product and engineering collaboration
I worked with product leaders, product strategy, and product teams to translate priorities into features the engineering team could deliver. My work connected product priorities, technical decisions, and implementation across these experiences.
Features we delivered
- Multi-sell and multi-buy experiences.
- An upgraded fixed income experience.
- After-hours trading for equities.
- Recurring Hub.
- Further improvements across portfolio and trading workflows.
These were team deliveries, built in partnership with product stakeholders. My contribution was product engineering and delivery across these applications, working with engineering and product teams.
Portfolio and trading together
Portfolio summary helps customers understand their holdings. Trading experiences help them act. Working across both connected the presentation of financial information with the workflows customers use to make and manage investment transactions.