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Jonathan Taylor
Senior Product Manager at HSBC
Jonathan Taylor is a performance measurement, risk analytics, and ESG expert with extensive experience in analytical reporting for clients.
With a background in performance measurement at a global custodian bank, Jonathan has worked with a diverse range of clients, gaining insights into client needs across the financial industry, including asset owners and asset managers of traditional and alternative forms.
Jonathan has a global perspective, having worked with clients in the UK, Europe, the Middle East, and Asia, allowing him to understand varied viewpoints and company requirements.
In his role as a product manager, Jonathan leverages his client understanding to develop products and processes that are tailored to market needs and objectives.
His expertise spans performance return calculations, attribution analysis at different levels, GIPS standards compliance, risk analysis, ESG research, client reporting, sales, RFPs, and volunteer contributions to the CFA Institute and UK CFA society.
Jonathan holds a BSc in Zoology from The University of Edinburgh, complemented by his educational background from Clitheroe Royal Grammar School and certifications from CIPM.
His professional journey includes roles at HSBC as a Senior Consultant, Performance Consultant, Assistant Manager, and Investment Administrator, as well as experience as an Account Controller at Deutsche Bank.
Highlights
Amazingly, this month marks the 20 year anniversary since I joined HSBC! So unusually, decided to post on here in a moment to reflect on these years.
In this time I have got married, has 3 kids, moved house a couple of times...and lost a fair bit of hair. Meanwhile, HSBC has given me a load of opportunities to keep me busy. It may mostly be around Performance Measurement, but I’ve been to Hong Kong, New York, Saudi Arabia, Oman, Bahrain, UAE, Switzerland, Holland, Kazakhstan, London, Glasgow, Aberdeen, Sheffield and Bradford; met countless people and companies; seen numerous systems and methods and presentations.
There have been ups (all the great people I have worked with, the experiences gained, all the things learned) downs (painful client issues; getting abandoned in Bahrain airport) and in recent times getting into ESG.
Safe to say that I never expected that 20 years on I’d still be here, albeit work from home due to COVID impact! What will the next 20 years bring? Looking forward to finding out what will happen!
