Jonathan Lewis, CIPM
Senior Business Analyst at OneAston- Claim this Profile
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Japanese Limited working proficiency
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Chinese Limited working proficiency
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German Limited working proficiency
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French Elementary proficiency
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Italian Elementary proficiency
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Thai Elementary proficiency
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Lao Elementary proficiency
Topline Score
Bio
Sunitha MR
Jonathan has very accurate and immense knowledge in wealth management and was willing and able to help the team with all kinds of functional knowledge of wealth manager. I believe Jonathan's knowledge in the domain had no match. It was a real pleasure working with Jonathan.
Karen Heaton, MBA, CIPPE, CIPM
Jonathan is a professional, smart, innovative and very personable colleague to work with. He works very well as part of a team and fully understands the business drivers for the Investment Industry, enabling him to create software solutions which add client value. It was a pleasure to work with him.
Sunitha MR
Jonathan has very accurate and immense knowledge in wealth management and was willing and able to help the team with all kinds of functional knowledge of wealth manager. I believe Jonathan's knowledge in the domain had no match. It was a real pleasure working with Jonathan.
Karen Heaton, MBA, CIPPE, CIPM
Jonathan is a professional, smart, innovative and very personable colleague to work with. He works very well as part of a team and fully understands the business drivers for the Investment Industry, enabling him to create software solutions which add client value. It was a pleasure to work with him.
Sunitha MR
Jonathan has very accurate and immense knowledge in wealth management and was willing and able to help the team with all kinds of functional knowledge of wealth manager. I believe Jonathan's knowledge in the domain had no match. It was a real pleasure working with Jonathan.
Karen Heaton, MBA, CIPPE, CIPM
Jonathan is a professional, smart, innovative and very personable colleague to work with. He works very well as part of a team and fully understands the business drivers for the Investment Industry, enabling him to create software solutions which add client value. It was a pleasure to work with him.
Sunitha MR
Jonathan has very accurate and immense knowledge in wealth management and was willing and able to help the team with all kinds of functional knowledge of wealth manager. I believe Jonathan's knowledge in the domain had no match. It was a real pleasure working with Jonathan.
Karen Heaton, MBA, CIPPE, CIPM
Jonathan is a professional, smart, innovative and very personable colleague to work with. He works very well as part of a team and fully understands the business drivers for the Investment Industry, enabling him to create software solutions which add client value. It was a pleasure to work with him.
Credentials
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Certificate in Investment Performance Measurement (CIPM)
CFA InstituteNov, 2016- Nov, 2024 -
Investment Management Certificate
CFA UKMar, 2000- Nov, 2024
Experience
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OneAston by CBTW
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Singapore
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IT Services and IT Consulting
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100 - 200 Employee
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Senior Business Analyst
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Sep 2015 - Present
Functional business analyst and consultant Triple'A Plus private banking and wealth management portfolio software implementation projects • Bank of Singapore Discretionary Portfolio Management and Advisory • Standard Chartered Bank Enable Workstream 1.0 Portfolio Performance Engine and 1.2 Phase 1 • UOB PB IT Platform Discretionary Portfolio Management • Investment performance measurement methodology, Triple'A Plus technology and implementation for portfolios and constituent market segments and individual securities, funds, options, derivatives and structured product instruments • Pretrade and periodic mandate compliance checks • Portfolio segmentation, asset allocation, modelling and rebalancing • Portfolio lifecycle, from inception, active management, through to dormancy and closure
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Cognizant
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Manager - Consulting
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Sep 2014 - Aug 2015
Credit Suisse Private Banking Singapore STP Outward Payments Workflow (Jan - July 2015) Temenos T24 Core Banking Derivatives (Sept 2014 - Jan 2015) Credit Suisse Private Banking Singapore STP Outward Payments Workflow (Jan - July 2015) Temenos T24 Core Banking Derivatives (Sept 2014 - Jan 2015)
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UK and Laos
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London, England and Vientiane, Laos
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Travel and personal study
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Oct 2013 - Sep 2014
Travelling to Laos and studying privately to speak the Lao language Updating certain investment-related articles on Wikipedia, including articles on rate of return, time-weighted return, modified Dietz method, simple Dietz method Travelling to Laos and studying privately to speak the Lao language Updating certain investment-related articles on Wikipedia, including articles on rate of return, time-weighted return, modified Dietz method, simple Dietz method
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Temenos
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Switzerland
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Software Development
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700 & Above Employee
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Business Consultant
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Apr 2013 - Sep 2013
External contractor Wealth Management Systems Limited Sole business analyst for the Activebank Wealth Manager product • Gathering business requirements, gap analysis, functional design, supporting development through to testing, implementation and customer support • 10 customers - multi-family offices, etc. • Investment performance attribution External contractor Wealth Management Systems Limited Sole business analyst for the Activebank Wealth Manager product • Gathering business requirements, gap analysis, functional design, supporting development through to testing, implementation and customer support • 10 customers - multi-family offices, etc. • Investment performance attribution
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Temenos
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Switzerland
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Software Development
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700 & Above Employee
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Senior Business Analyst
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Feb 2008 - Nov 2012
Product Strategy, Private Wealth, Derivatives and Structured Products Business and functional requirements gathering and documentation, strategic initiatives Pre-sales for Temenos T24 Derivatives and Structured Products Product demonstrations, RFI, RFP, requirements-gathering (Previous role: Business Consultant, Project Manager, investment performance analysis and attribution, Wealth Management, Financial Objects Plc) http://www.temenos.com/ Product Strategy, Private Wealth, Derivatives and Structured Products Business and functional requirements gathering and documentation, strategic initiatives Pre-sales for Temenos T24 Derivatives and Structured Products Product demonstrations, RFI, RFP, requirements-gathering (Previous role: Business Consultant, Project Manager, investment performance analysis and attribution, Wealth Management, Financial Objects Plc) http://www.temenos.com/
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Hartford Life Insurance KK (Japan)
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Tokyo, Japan
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Manager, Competitive Intelligence
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May 2007 - Sep 2007
Investment performance monitoring, Japanese individual variable annuities Competitive intelligence, annuities, investments Consultation on annuity product strategy Investment performance monitoring, Japanese individual variable annuities Competitive intelligence, annuities, investments Consultation on annuity product strategy
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Meiji Yasuda Life
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London
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Manager, Investment Portfolio Management
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Jun 1999 - Apr 2007
Equity portfolio manager Equity analyst, UK and European banks sector, insurance sector Hedge funds, private equity and global investment strategy analyst Equity portfolio manager Equity analyst, UK and European banks sector, insurance sector Hedge funds, private equity and global investment strategy analyst
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Simple as A B C Limited
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Business Consulting and Services
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1 - 100 Employee
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Consultant
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Sep 1997 - May 1999
Investment banking operations consulting Projects at SBC/UBS AG, JP Morgan Projects on general ledger account ownership and client static data Project manager, SBC/UBS Static Data Integration Project, London 1998 Investment banking operations consulting Projects at SBC/UBS AG, JP Morgan Projects on general ledger account ownership and client static data Project manager, SBC/UBS Static Data Integration Project, London 1998
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Eton College
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United Kingdom
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Primary and Secondary Education
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300 - 400 Employee
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Schoolmaster, Mathematics Dept
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Sep 1989 - Aug 1994
http://www.etoncollege.com/ http://www.etoncollege.com/
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Education
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1996 - 1997
Bayes Business School
MBA, Finance -
1994 - 1995
School of Oriental and African Studies, U. of London
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1984 - 1989
University of Cambridge
BA, MA, MASt, PGCE, Mathematics
Community
