UX Research - Understanding Research & Investment Department

Research Objectives

• Understand daily workflows and processes
• Identify pain points in information gathering and analysis
• Map interactions between R&I and portfolio managers
• Evaluate current tools and systems effectiveness

Key Areas of Investigation

• Information Gathering Process
• Analysis Workflow
• Communication with Portfolio Managers

Research Methods

<aside> Primary Research

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• Shadow sessions with analysts
• Semi-structured interviews
• Workflow observation
• Tool usage analysis

<aside> Secondary Research

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• Review of existing documentation
• Analysis of communication logs
• System usage metrics