Adaptive | PIMCO

Overview

Led UX desktop strategy and design for PIMCO's institutional trading and analytics tools at Adaptive Financial Consulting. Designed security analysis, order analysis, and liquidity viewer interfaces with a focus on reducing cognitive load for portfolio managers operating in data-dense environments.

Objectives

• Define UX desktop strategy for PIMCO's institutional trading analytics suite
• Design security analysis, order analysis, and liquidity viewer interfaces
• Reduce cognitive load for portfolio managers navigating data-dense trading environments
• Establish a consistent visual language and interaction model across analytics views

Approach & Activities

• Conducted discovery sessions with portfolio managers and trading desk stakeholders to map workflows
• Designed user flows connecting security analysis, order tracking, and liquidity monitoring
• Created high-fidelity mockups with light and dark theme support for extended trading desk use
• Developed a modular layout system allowing analysts to configure views to their workflow
• Delivered annotated specs via Zeplin for engineering implementation

Challenges & Lessons

• Highly complex data models spanning security-level, order-level, and portfolio-level analytics
• Portfolio managers had deeply ingrained workflows; new designs had to feel familiar while improving efficiency
• Multiple analytics views needed to maintain coherent context as users navigated between them

Impact