Novus Partners

Overview

Directed the full UX redesign of the Novus Alpha platform, a portfolio intelligence tool managing $2T+ in client assets for hedge funds, sovereign wealth funds, and endowments.

Objectives

• Accelerate new user adoption and reduce onboarding friction
• Increase daily active usage and client retention
• Simplify navigation and reduce feature bloat across the platform
• Unify the product experience into a coherent, scalable design system

Approach & Activities

• Led monthly user interviews with hedge fund portfolio managers
• Rebuilt information architecture and primary navigation from scratch
• Ran design sprints paired with lean UX validation cycles
• Created a comprehensive UX strategy covering research, roadmap, and design activities
• Redesigned reporting tools and core analytics workflows

Challenges & Lessons

• Business requirements shifted frequently due to competing executive priorities
• Multiple stakeholders with conflicting goals required constant alignment
• Limited prior user research required investment in client education and discovery

Impact