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Andy Ly

Andy Ly

Marketing Data Developer

T Rowe Price

Technologies

My Portfolio Highlights

My New Course

Intermediate SQL Queries

My New Course

Introduction to Python for Finance

My New Course

Introduction to Python

Quantitative detective, uncovering the truth hidden in the depths of data.

My Work

Take a look at my latest work.

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Unicorn Companies

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Internet: A Global Phenomenon

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Competition - Analyzing Crimes in LA

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Quantstats

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Tech Stock Prices

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Market Index Analysis

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Market Index Diagonal Correlation Plot-Complete

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Netflix Movie Data

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Bikeshare Insights: Summer in the Windy City

DataCamp Course Completion

Take a look at all the courses I’ve completed on DataCamp.

My Work Experience

Where I've interned and worked during my career.

T. Rowe Price | Apr 2022 - Present

Marketing Data Developer

• Compiled performance, sector and geographical attribution, portfolio characteristics, asset, cash flows and risk data through internal and external databases using Power BI, SQL and Python for marketing, client reporting and prospecting groups. • Managed the supply of data to respond to clients, sales professionals and portfolio manager/specialist requests for information and questionnaires including RFPs and DDQs. • Provided analysis and development of reports related to all aspects of account activities, performance, and investment-related practices and procedures. • Suggested enhancements to services delivered in order to improve client service and operational experience. • Led testing efforts of system upgrades and reports. • Managed junior members of the team in terms of career development, workload and technical use of various BI tools.
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abrdn | Oct 2018 - Mar 2022

Client Reporting-Alternatives

-Worked in a team environment to deliver client reporting deliverables across the alternative investment spectrum including hedge funds, private equity, real estate and infrastructure. -Main point of contact for large institutional investor and pooled real estate investment fund. -Delegate assignments to other junior members and quality check their work. -Utilised VBA, Cognos and Power BI to automate workflows. Implemented an automated reporting workflow, which increased productivity by 10%.

AL Capital Partners | Nov 2016 - Present

Investment Analyst-AL Capital Partners

• Freelance investment analyst working with a HNW clients and a multi family office. • Support the CEO with investment performance and risk reporting and calculations-annualized returns, Sharpe, Sortino, VAR, correlation, beta, maximum drawdown. • Monthly and quarterly portfolio analysis and review-performance vs benchmark, performance drivers, asset allocation, equity sub sector and geographical exposure. • Design, co-ordinate and distribute monthly and quarterly client reports, as well as ensuring the timely and accurate distribution of all deliverables using Python, Power BI and excel.

International Asset Management | Jul 2011 - Jul 2018

Reporting and Data Analyst

-Daily and weekly P and L for invested funds and hedge fund portfolios. -Daily performance and pricing reporting for monitored and invested funds. -Preparation of monthly exposure reports. -Source hedge funds performance and returns data to update the in house hedge fund database. -Developed and implemented an excel database to automate performance data from Bloomberg to increase efficiency within day to day workflow.

Royal Navy | Jan 2009 - Present

Royal Navy Reserves

-Help to recruit new personnel as part of the Future Reserves Initiative. -Mobilised as part of London 2012 to provide logistical support at HMS President. -Mobilised in 2016 in support of Border Force UK operations. -Voluntary Reserves Service Medal (10 years of active service).

Citi | Jan 2007 - Jan 2008

Global Equities Trade Support Analyst

-Trade Support Analyst on EMEA and US Equities Desk. -Booking, amending and investigating trade breaks. -First point of contact for post trade execution of the Equity business clients. -Liaison with sales traders, operations and IT on all trade issues

Macquarie | Jan 2007 - Jan 2007

Asia Pacific Equities Middle Office Support

-Booking trades within the APAC equities sales trading desk.

My Education

Take a look at my formal education

Msc, Computer Science and Data AnalyticsUniversity of York | 2025
MSc, FinanceBPP Business School | 2013
Economics & Politics, 2.1 Loughborough University | 2006

About Me

Andy Ly

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