Jonathan Lau, CFA
Data Consultancy at Business Data Partners, a Talan Company- Claim this Profile
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Bio
Harry Morgan
Johnny was a first rate colleague. He is an investment professional with a passion for the markets and a deep understanding of what moves prices. He was always firmly focused on delivering a great service to clients. He thinks differently from the consensus, and this is one of the many factors which sets him apart. The successful launch of a new fund for a large client was the highlight of our period working together.
Iain Hay
I first met Jonny when he joined Anderson Strathern Asset Management in 2012 and it became apparent quickly that he was a very intelligent young man, driven and at the time, powering through the CFA qualification. He is always keen to challenge the status quo and offered genuinely interesting ideas to help improve what was at that time, a young burgeoning business. His knowledge and passion on all things investment is clear and I very much enjoy having him in my network. Aside from his professionalism, he is an extremely nice person to be around and enjoyable to spend time with whether in or out of the office.
Harry Morgan
Johnny was a first rate colleague. He is an investment professional with a passion for the markets and a deep understanding of what moves prices. He was always firmly focused on delivering a great service to clients. He thinks differently from the consensus, and this is one of the many factors which sets him apart. The successful launch of a new fund for a large client was the highlight of our period working together.
Iain Hay
I first met Jonny when he joined Anderson Strathern Asset Management in 2012 and it became apparent quickly that he was a very intelligent young man, driven and at the time, powering through the CFA qualification. He is always keen to challenge the status quo and offered genuinely interesting ideas to help improve what was at that time, a young burgeoning business. His knowledge and passion on all things investment is clear and I very much enjoy having him in my network. Aside from his professionalism, he is an extremely nice person to be around and enjoyable to spend time with whether in or out of the office.
Harry Morgan
Johnny was a first rate colleague. He is an investment professional with a passion for the markets and a deep understanding of what moves prices. He was always firmly focused on delivering a great service to clients. He thinks differently from the consensus, and this is one of the many factors which sets him apart. The successful launch of a new fund for a large client was the highlight of our period working together.
Iain Hay
I first met Jonny when he joined Anderson Strathern Asset Management in 2012 and it became apparent quickly that he was a very intelligent young man, driven and at the time, powering through the CFA qualification. He is always keen to challenge the status quo and offered genuinely interesting ideas to help improve what was at that time, a young burgeoning business. His knowledge and passion on all things investment is clear and I very much enjoy having him in my network. Aside from his professionalism, he is an extremely nice person to be around and enjoyable to spend time with whether in or out of the office.
Harry Morgan
Johnny was a first rate colleague. He is an investment professional with a passion for the markets and a deep understanding of what moves prices. He was always firmly focused on delivering a great service to clients. He thinks differently from the consensus, and this is one of the many factors which sets him apart. The successful launch of a new fund for a large client was the highlight of our period working together.
Iain Hay
I first met Jonny when he joined Anderson Strathern Asset Management in 2012 and it became apparent quickly that he was a very intelligent young man, driven and at the time, powering through the CFA qualification. He is always keen to challenge the status quo and offered genuinely interesting ideas to help improve what was at that time, a young burgeoning business. His knowledge and passion on all things investment is clear and I very much enjoy having him in my network. Aside from his professionalism, he is an extremely nice person to be around and enjoyable to spend time with whether in or out of the office.
Credentials
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Chartered Financial Analyst (CFA)
CFA Institute -
Investment Management Certificate (IMC)
CFA UK
Experience
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Business Data Partners, a Talan Company
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United Kingdom
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Information Technology & Services
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100 - 200 Employee
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Data Consultancy
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Mar 2021 - Present
Data analysis for top-tier bank clients and firm-wide regulatory programmes. Data analysis for top-tier bank clients and firm-wide regulatory programmes.
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Scottish Tech Army
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United Kingdom
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Civic and Social Organizations
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1 - 100 Employee
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Proud volunteer
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Jun 2020 - Mar 2021
A volunteer rapid response force providing technical support to Covid-19 recovery and rebuild projects across Scotland. A volunteer rapid response force providing technical support to Covid-19 recovery and rebuild projects across Scotland.
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CodeClan
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United Kingdom
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Higher Education
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100 - 200 Employee
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Data Analysis
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Feb 2020 - Jun 2020
Data analysis and programmingData visualisation - ggplot, Matplotlib and geo-spatial analysisBusiness intelligence and dashboards - Shiny, TableauModelling - feature engineering, model selection and diagnosticsPredictive analytics - time-series forecasting, sentiment analysis, descriptive and inferential statisticsMachine learning - algorithm training, regression, classification and clustering Data analysis and programmingData visualisation - ggplot, Matplotlib and geo-spatial analysisBusiness intelligence and dashboards - Shiny, TableauModelling - feature engineering, model selection and diagnosticsPredictive analytics - time-series forecasting, sentiment analysis, descriptive and inferential statisticsMachine learning - algorithm training, regression, classification and clustering
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Anderson Strathern Asset Management
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United Kingdom
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Investment Management
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1 - 100 Employee
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Private Client Investment Management
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Dec 2012 - Jun 2019
Portfolio management, fund research and risk analysisLeading investment strategy meetings, maintaining a consistent house view.Driving asset allocation through macroeconomic, market and risk analyses.Chart pack production incorporating fundamental and technical analysis.Investment writing for client communications and external publications. Portfolio management, fund research and risk analysisLeading investment strategy meetings, maintaining a consistent house view.Driving asset allocation through macroeconomic, market and risk analyses.Chart pack production incorporating fundamental and technical analysis.Investment writing for client communications and external publications.
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Fuller Treacy Money Limited
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Financial Services
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1 - 100 Employee
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Equity Analyst Work Placement
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Jan 2012 - Feb 2012
Utilised traditional technical analysis, proprietary indicators as well as relative trend analysis.Assisted with the preparation of client communications: Daily Bull & Bears, Weekly Strategy, Watchlist Monitoring and Portfolio Review.Gave presentations on stock recommendations, intraday trading and Japanese trade deficit.Gained a deeper understanding of the sales aspect of research companies. Utilised traditional technical analysis, proprietary indicators as well as relative trend analysis.Assisted with the preparation of client communications: Daily Bull & Bears, Weekly Strategy, Watchlist Monitoring and Portfolio Review.Gave presentations on stock recommendations, intraday trading and Japanese trade deficit.Gained a deeper understanding of the sales aspect of research companies.
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Amplify Trading
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United Kingdom
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Financial Services
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1 - 100 Employee
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Trading Desk Internship
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Apr 2010 - Jul 2010
S&P 500, EUR/USD and Brent Crude Light futuresEmployed fundamental and technical analysis to continually update trading strategies.Employed tools such as Fibonacci levels, stochastics, RSI and market depth, gaining deeperunderstanding of market moves and enhancing the decision making process.Adapted size and weighting in rapid response to changing market conditions. S&P 500, EUR/USD and Brent Crude Light futuresEmployed fundamental and technical analysis to continually update trading strategies.Employed tools such as Fibonacci levels, stochastics, RSI and market depth, gaining deeperunderstanding of market moves and enhancing the decision making process.Adapted size and weighting in rapid response to changing market conditions.
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Finance Executive
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Feb 2008 - Apr 2009
Dual operations supervisor: Premium finance for car insurance clients and accounts department for Allen Allen Group (Non-standard car insurance).Leadership: trained and supervised juniors whilst delivering my own targets.Teamwork: worked in a small team to produce timely Month End accounts for eight companies.Communication: liaised with insurance brokers and clients on a continual basisAnalytical skills: banking audit, cashflows, funding calculations, commission and premium payments.
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Southwestern Advantage
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United States
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Professional Training and Coaching
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400 - 500 Employee
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Student Dealer
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2005 - 2006
Ranked #6 in the International Division for sales.Relocated to California and ran my own business selling educational books.Communication: Sold over $40,000 to over 200 customers over the summer.Motivation: Worked an average of 81 hours a week making 30 presentations per day.Leadership: invited back to manage, train and motivate a new Czech sales team. Ranked #6 in the International Division for sales.Relocated to California and ran my own business selling educational books.Communication: Sold over $40,000 to over 200 customers over the summer.Motivation: Worked an average of 81 hours a week making 30 presentations per day.Leadership: invited back to manage, train and motivate a new Czech sales team.
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Education
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BPP University
MSc Finance and Investment, Finance -
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UCL
Biochemical Engineering MSc, Biochemistry -
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The University of Edinburgh
Biotechnology BSc (Hons), Biological Sciences -
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Bedford School
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