The project is known as Trade Planning. It is used by business users based in the US to plan trades (estimated buy/sell of securities) for the clients to achieve the required growth target.

The app uses post-trade data collected from various sources such as from Bloomberg, etc, and presents them in a tabular format to the users where they can easily navigate and look at the securities and related price information.

The aim of the Factsheet for Funds project was to allow users to generate pdf reports of several funds supported by JPMC such as several Equity-based funds, etc. generated after applying complex business logic. This project helped business users save hours of manual activity and get rid of complex and erroneous calculations.

I got to contribute to this project while working on a different project (Trade Planning ) at the same time and had to manage both at once.

The Tax Portfolio Optimization project was aimed at gathering the trade-related data of an account in one place and passing them to our downstream system. The data includes account information, tax lots, restrictions on trading securities, etc. This was to integrate the JPMC's trading system with a newly occupied client system to manage trades.

This project's aim is to help individuals in the organization view their contribution to Diversity and Inclusion activities and several other functions apart from day-to-day project activities. The users could see the events they participated in and the stars they have earned and can use them to get recognized within the organization.