Jonathan Taylor
Senior Consultant @香港匯豐銀行
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WORK HISTORY
Senior Consultant @香港匯豐銀行
Performance consultant responsible for certain analytical clients to whom we provide performance and attribution reporting, and also involved with carrying out GIPS verification.Responsible for ensuring the Performance Measurement and Risk products (analytics, ex-ante risk and post trade compliance monitoring) develop to meet the needs of the market and strategic objectives.
EDUCATION
Clitheroe Royal Grammar School
GSCEs and A-Levels
The University of Edinburgh
BSc
SKILLS
ABOUT JONATHAN TAYLOR
Performance measurement, risk analytics and ESG expert with considerable experience of analytical reporting for clients.Through my time working in performance measurement at a global custodian bank, I have gained experience of working with a wide range of clients and have built up a good understanding of their needs. Our clients are from across the financial industry, covering asset owners and asset managers of both traditional and alternative forms. This range of coverage has allowed me to see and learn the different viewpoints and requirements of varied companies. Also, with a global reach, I have experience of working with clients in the UK and Europe as well as the Middle East and Asia. As a product manager, this understanding is applied to the development and technicalities of our products and processes, making sure these are fit for purpose and meet the market needs. My areas of experience cover- all aspects of performance return calculations- attribution at sector level, stock level and for fixed income- the application and understanding of the GIPS performance presentation standards through work as a verifier- ex post and ex ante risk analysis- ESG through involvement in deep research and product development- client reporting- sales, RFPs and client engagement- an active volunteer for the CFA Institute and UK CFA society covering performance and ESG.
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