Ash is available for hire
Hire AshAsh Tripathi
Verified Expert in Product Management
Product Manager
Lowell, MA, United States
Toptal member since July 20, 2021
Bio
Ash is an accomplished product owner specializing in financial and investment management software. He has 20+ years of experience in top-tier firms including State Street, Advisor360, Wellington, Fidelity, Putnam, Charles River, and Bloomberg. Prior to focusing on product ownership, Ash was a business or systems analyst. His areas of expertise include creating prototypes, gathering requirements and feedback from end users, UX design, and API integration and testing.
Project Highlights
Collateral Management Web Application
Led a team of 15 engineers and six QA professionals across China, India, and the United States.
Responsive App | Trading Dashboard and Analytics
Conceptualized, designed, and oversaw development of the dashboard that's used by the CEO, head traders, and trading desk managers.
Model Management and Rebalancing
Led the testing and integration of a rebalancing API for portfolio models and helped to design the UX for the overall model management functionality.
Expertise
- Bloomberg
- Finance
- Product Management
- Product Ownership
- Project Management
- Trading
- Trading Systems
- UX Design
Work Experience
Senior Product Manager Consultant
2023 - PRESENT
Fidelity Investments
- Consulted as a product manager for the build-out of a new brokerage Platform as a Service (PaaS) with a focus on UX and API solutions for introducing brokers, fintechs, and RIAs.
- Conducted research on competitors and created roadmaps, user journey maps, sequence diagrams, UX prototypes, API specifications, functional requirements in Confluence, and related stories in Jira.
- Led all UX ideation and API requirements meetings and provided signoff for all production releases.
Senior Product Manager
2023 - 2023
Tech 8
- Led the performance analysis, user experience (UX) design, and analytics for a sports streaming application, leveraging data-driven insights to optimize user engagement and satisfaction.
- Worked closely with UX design teams and beta testers for an augmented reality headset, ensuring a seamless and intuitive user interface that meets the needs of early adopters.
- Served as a fractional product manager and strategy advisor for a startup, providing strategic guidance and standing up a product-led organization.
Senior Product Manager
2021 - 2023
Lab49
- Served as the lead product manager for buy-side and sell-side clients in addition to being the lead delivery manager. Created the product vision, user journey maps, business logic diagrams, backlogs, roadmaps, and PRDs.
- Worked on projects like dark pool equity crossing ATS revamp, an equity trading UX proposal for a trillion-dollar asset manager, and a web portal buildout for a major Market Maker.
- Assisted an investment management firm in calculating proprietary ESG scores.
- Managed and mentored both direct and indirect reports. Shared knowledge internally about ESG Investing, equity market structure, and under-the-hood look at dark pools.
Product Manager
2021 - 2021
State Street
- Planned out epics and stories for the UI and SWIFT integration in collaboration with senior product managers and global client services managers.
- Defined and wrote specifications and best practices for the MT527 collateral instruction and MT558 Collateral Advice SWIFT messaging for State Street as a tri-party agent.
- Served as the main point of contact for global business teams in relation to user acceptance testing.
Product Owner
2019 - 2020
Advisor360
- Collaborated with the senior product manager; development, QA, and UX teams; external vendors, and clients’ trade desks to provide unique and best-in-class tools for wealth management firms, independent broker-dealers, and financial advisors.
- Conducted design ideation, client interviews, client demos, requirements gathering, user story grooming, user acceptance testing, roadmap planning, and production code release verification.
- Worked on the integration of a market data vendor API, a portfolio rebalancing API, and widgets.
Product Owner
2018 - 2019
State Street
- Served as the product owner for the agency lending desk within the securities finance department, covering all enhancements to the SLE2 loan trading system with a focus on automating workflows.
- Interacted closely and constantly with the US head traders and international trading desks to elicit requirements for new functionality and enhancements to the existing workflows.
- Created several dashboards and underlying SQL queries in QlikView to assist traders in identifying potential revenue opportunities. The dashboards covered loan booking, automated borrow lists, trends, and analytics.
Lead Systems Analyst
2016 - 2018
Wellington Management
- Solely designed the trading supervisory dashboard application from scratch while adhering to UX principles. The dashboard provided near real-time analytics, Tableau integration, and the capability to monitor trader adherence to trading desk policies.
- Solely designed the placement-by-strategy UI, which allowed traders to efficiently select a strategy to place orders. The functionality included faceted filters, search, autosaving of preferences, and algorithm parameters.
- Led a successful integration of the Bloomberg Transaction Cost Analysis (BTCA) post-trade offering.
Principal Business Analyst
2014 - 2016
Fidelity Investments
- Served as the business analyst and product owner on a six-person development supporting the high-income portfolio management and trading department, focusing on bank loans and junk bonds.
- Interacted with mutual fund portfolio managers, business sponsors, high-income and equity trading desks, production support, system analysts, data analysts, back office, fixed income system analysts, complex securities group, engineering, and QA.
- Performed product management, project management, gathering and writing requirements, story grooming, and user acceptance testing.
Principal Business Analyst
2014 - 2016
Putnam Investments
- Served as the principal business analyst for the extreme fixed income (XFI) trading system engineering team, covering trading of fixed income, derivatives, and money market instruments.
- Led the UX and data strategy covering all Putnam portfolio construction, trading, analytics, and back-office systems enhancements for the next generation web platform and mobile for Windows Touch, iPad, and iPhone.
- Oversaw trading system enhancements, user acceptance testing, UX wireframes, icons, workflows, and requirements documentation.
Product Owner
2011 - 2012
State Street
- Served as the product owner for Bloomberg AIM and Bloomberg Gateway.
- Customized solutions for trading desks and mapped the Bloomberg data required by applications within the entire project framework while working with Bloomberg integration and AIM implementation specialists.
- Documented requirements on end-to-end workflows to support a new line of business focused on the arbitrage of different market events.
Senior Business Analyst
2010 - 2011
Fidelity Capital Markets
- Served as the business analyst within the electronic execution solutions (EES) team, with responsibility for overall product quality and gathering requirements on several functions.
- Provided enhancement ideas based on my previous Charles River and Bloomberg experience for institutional order flow, algorithmic trading, light and dark order routing and sweeping algorithms, and pre- and post-trade transaction cost analysis (TCA).
- Assisted in developing new trading algorithms that adapted to market conditions.
Senior Product Specialist
2005 - 2010
Charles River Development
- Served as a senior member of Charles River order execution management system (OEMS) and expert services group. Ensured high-quality standards of the product related to FIX, program trading, algorithmic trading, TCA, and trading templates.
- Managed 30+ individual implementation projects, traveling to client locations to perform detailed analyses of workflows, trading environment setups, and creation of functional specifications to determine design layouts for trading workflows.
- Served as a domain expert for the implementation of several buy-side trading desks during my first two years at Charles River. Interfaced with CTOs, traders, compliance officers, operations personnel, prime brokerage units, and IT vendors.
Business Analyst
2000 - 2005
Bloomberg
- Worked within the portfolio order management systems team, interfacing with sales executives to collect, analyze, prioritize, and translate functional application requirements into clear, concise, and achievable technical deliverables.
- Completely redesigned the gateway feeds processing UI while being supervised by the lead developer.
- Worked on enhancing and customizing database development and optimizing interfaces between developed applications and Bloomberg’s financial solutions, including its terminal, trading system, and gateway.
Project History
Collateral Management Web Application
Led a team of 15 engineers and six QA professionals across China, India, and the United States.
Rapidly created and iterated on several mockups based on conducting competitive analyses and interviewing internal users across different departments. The application connected with the SWIFT network and several external vendors.
Responsive App | Trading Dashboard and Analytics
Conceptualized, designed, and oversaw development of the dashboard that's used by the CEO, head traders, and trading desk managers.
A web-based app that connected to near real-time market data and data from all the order management systems via AWS. The dashboard summarized the data to show the top orders; top securities; and top open orders by size across the equity, fixed income, and FX trading desks. All analytical reports were created in Tableau and iframed in.
I designed the entire application, wireframes, and, eventually, a clickthrough mockup to showcase the functionality and secure stakeholder signoff. I also helped design a feature where trading desk policies would run in near real time and alert users while also providing a snapshot of the order before and during the violation. The trading desk managers could enter their comments and also filter and search for past comments and violations.
I designed the entire application, wireframes, and, eventually, a clickthrough mockup to showcase the functionality and secure stakeholder signoff. I also helped design a feature where trading desk policies would run in near real time and alert users while also providing a snapshot of the order before and during the violation. The trading desk managers could enter their comments and also filter and search for past comments and violations.
Model Management and Rebalancing
Led the testing and integration of a rebalancing API for portfolio models and helped to design the UX for the overall model management functionality.
Evaluated a vendor-based rebalancing API and manually tested the API using Postman. As a beta user, I found several defects and issues. Then I played a key role in driving product features related to all model management functionality. This included the creation of models and model templates, flow rebalancing, calculation of rebalancing drift, and new UI screens for all model management and rebalancing functionality.
Education
1996 - 2000
Bachelor's Degree in Finance
Syracuse University - Syracuse, NY, USA
Certifications
NOVEMBER 2022 - PRESENT
Product Ideation, Design & Management
University of Maryland
AUGUST 2021 - PRESENT
Google UX Design Certificate
JULY 2021 - PRESENT
Project Management
MARCH 2019 - PRESENT
Certified Scrum Product Owner (CSPO)
Scrum Alliance
AUGUST 2014 - AUGUST 2018
Accredited Portfolio Management Advisor (APMA)
College for Financial Planning (CFFP)
Skills
Tools
Jira, Bloomberg, Confluence, Figma, FactSet, Tableau, Postman
Paradigms
Requirements Analysis, Agile Project Management, Agile, Scrum, Agile Product Management, Kanban
Platforms
QlikView
Other
Charles River, Finance, Trading, Investing, Product Ownership, Product Management, Trading Systems, Product Roadmaps, Business Analysis, Wireframing, Mockups, Minimum Viable Product (MVP), Discovery Workshops, New Product Development, Feature Prioritization, Project Timelines, Product Owner, Consulting, Technical Product Management, SaaS, Business Intelligence (BI), Sprint Planning, Agile Leadership, Microsoft Teams, Justinmind, SQL, UX Design, User Experience (UX), Project Management, User Research, Aha!, Miro, Adobe Experience Design (XD), App UX, Responsive Web Design (RWD), Algorithmic Trading, Web UI, Fixed Income, iOS App Design, Portfolio Management, User Acceptance Testing (UAT), UI Design, Product Demonstrations, User Stories, API Integration, APIs, Workflow, Automation, Dashboards, Data Queries, Dashboard Design, Web UI Design, Requirements, Order Management, Amazon Web Services (AWS)
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