Purpose of Mobile App:

Alert user via phone notification settings when there is new information on a deal when user is away from desktop or does not want to be alerted of new information via email
Condenses information from desktop version and makes it easy to see a high level overview of deals
User can view and drill into deal details
Collaboration/communication tool with other people who are also viewing the deal

Persona Name
Tyler Trader

Job Title
Institutional Trader

Job Function
Investor

Side of Pyramid
Buy Side

Products

Asset Class

Job Summary

90% reacting, 10% planning
Give market color to PMs
Collaborate with Analysts
Collect orders from PM and execute them
Constant interaction with Sales Traders/Traders via phone/IM (Market Moving (Geo Political) news, Stock specific news, Sector specific news).
Consolidate relevant research from the street and disseminate that to PM’s/Analysts.
Coordinate payment to the street corresponding to research budget
Potentially responsible for trading of derivative products (single stock options, index futures, bond futures, etf’s etc.)

Learning Outcomes

Unclear deadline for completion and prioritization
This was my first project I ever completed as a developer at Ipreo. I was learning multiple things at once, including team best practices, key stakeholders, and understanding the company culture.
Floating Labels
Popups vs Modals vs Accordions vs Toggles
Mobile vs Desktop App development
Learning JQuery for click interactions
Frequent changes from Product Manager throughout prototyping phase

Created first ever User Demo Script
Connected with new colleagues and built relationships throughout the organization
Learned about mobile development best practices and the importance of defining user workflow first before prototyping
Became proficient in SourceTree
Ask for help sooner rather than later
Learned internal style guide