Invesco formerly OppenheimerFunds

Portfolio MaNAGEMENT PLATFORM

OppenheimerFunds’ ‘Portfolio Management Tool’ was created as a unifying single source of portfolio management for portfolio managers, analysts, traders and support teams. The “PM Tool” accommodates the full process of managing one or many funds from high level guiding fund statistics, in depth fund or portfolio analysis, alteration of funds at both macro and micro level, to sending trades to compliance where they may be monitored through execution.

Responsibilities include: Sprint planning. User stories and personas, Wire framing, Prototyping, UI Design. Preparing material for dev handoff and pairing with dev on style implementation. Working/Interviewing directly with Portfolio Manager and their support teams to determine product direction and requirements.