Brief 01Product Strategy
Pre-Trade Initial Margin Calculator
Product Strategy / Credit Markets / Scale
Turning a recurring client-friction point into a front-office product.
- Institution
- Goldman Sachs
- Focus
- Product Strategy
- Scope
- Product Strategy / Credit
- Reach
- 120+ stakeholders
01Context
Credit traders and sales teams needed faster, more reliable pre-trade initial-margin estimates. The existing process depended on another team and could be delayed or imprecise, creating friction during client conversations and trade structuring.
02Mandate
Own product and transformation delivery for a pre-trade initial-margin calculator supporting the first Credit rollout, with a target experience of a near-real-time estimate after trade details are entered.
03What I led
- Product requirements, design and roadmap
- Cross-functional alignment with Strats, Front Office Engineering, Sales and Trading
- User acceptance testing, implementation and rollout
- Stakeholder governance across 120+ stakeholders
04Scale
120+ stakeholders across Strats, Front Office Engineering, Sales and Trading.
05Product scope
CDS; estimated initial margin across the client and hedge legs; SIMM methodology; inputs spanning trade economics, counterparty, clearing house, portfolio data, CSA terms and risk factors.
06Leadership signal
Product judgment in a markets environment: translating a technical margin problem into a usable front-office experience while coordinating quantitative, engineering and business stakeholders.