Morgan Stanley

Role

Senior Visual Designer

Programme

Morgan Stanley Research

Deliverables

UI Design · Prototyping · DS consulting

Designer in the Morgan Stanley Research squad, building complex financial product for the bank's institutional clients and internal trading desks. Reported into both the Research product team and the central UI Design System team — designing inside the bank's conservative Design System while consulting on its strategy and operations.

Impact

AskResearch — the bank's AI research assistant, designed for the trader's flow

Morgan Stanley's own AI-style research assistant, surfaced as chat and injected at the comms touchpoints inside a trader's journey. Compacted deep financial analysis into a mobile viewport using the bank's conservative design system. The work was used by an Executive Director to pitch Senior Management for buy-in — and scaled into Outlook and Skype, the core comms channels between traders inside the bank, surfaces I went on to design end-to-end.

Analyst Profile inside the dedicated Research app

Designed Katy Hubert's coverage page — bear, base and bull case predictions, intricate financial charts and dense analyst commentary, resolved at the information density a research client expects without breaking the bank's restrained visual language.

Market Screener — building-block control for expert traders

Pre-filter blocks that traders compose to narrow their parameters — a quicker, more accessible route to screening for experts who'd otherwise be writing query strings by hand.

morganstanley.com · Risk Reward Screener

Stage 1 — Default screener with results table

Next case study

London Stock Exchange

William Paul · Morgan Stanley Research

← All work