BlackRock
Whole Portfolio Reporting Platform
Bringing private markets reporting into one connected platform.
My role
Product vision, platform roadmap, customer discovery, and cross-functional delivery.
Focus
Standardized datasets, reporting APIs, Snowflake, and Aladdin Data Cloud.
Overview
Our team modernized private markets reporting with a cloud-native platform powered by Snowflake and Aladdin Data Cloud, supporting reporting APIs, standardized data models, whole-portfolio reporting, and enterprise analytics.
The problem
Institutional investors relied on fragmented reporting systems that made analyzing private market investments slow and difficult.
My contributions
Product vision
Defined the roadmap across reporting APIs, standardized datasets, and enterprise reporting capabilities.
Platform design
Partnered with engineering on scalable Snowflake data models for positions, accounting, cash flows, and performance reporting.
Customer discovery
Worked with client-facing teams to prioritize reporting capabilities based on institutional investor needs.
Cross-functional leadership
Coordinated delivery across engineering, QA, operations, analytics, and platform teams.