Independently conducted advanced, complex statistical and quantitative analyses to address business needs across distribution, sales, investment and product teams to drive informed decision-making. Partnered with business subject matter experts across equities, fixed income and product teams to lead the development of advanced statistical modelling and quantitative analysis projects. Served as a resource to less experienced team members, providing guidance on advanced methodologies and techniques. Validated and reviewed analytical results, ensuring they aligned with identified business requirements and objectives. Prepare and deliver insightful visualisations and reports to senior leaders and management, translating complex technical concepts for non-technical audiences. Collaborated with cross-functional leadership to define data-related requirements and create strategies that drive business results for key segments of the firm. Oversaw internal and external business partners in executing data-driven initiatives, including drafting project plans, use cases, user stories, and business cases. Continuously improve data analytics processes to enhance efficiency and accuracy. Achievements: End-to-End Data Production Workflow: Managed the entire process from extracting raw datasets, storing, and transforming data using Python, Power Query, and SQL, to visualising results in Power BI. Database Integration: Integrated an AUM and performance and risk database, creating historical firm, asset, strategy, and fund-level assets, cash flows, and performance and risk dashboards. Dashboards for Global Teams: Developed comprehensive dashboards for the global product, investments, and distribution teams, providing valuable insights and supporting strategic decision-making.

Cacendish | May 2020 - Jan 2025

Investment Analyst

• 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.

abrdn | Oct 2018 - Mar 2022

Data Analytics-Alternatives

-Worked in a team environment to deliver investment and client reporting deliverables across the alternative investment spectrum including hedge funds, private equity, real estate and infrastructure. -Developed a one stop shop hedge fund data analytics tool for the alternatives investment team. -Developed comprehensive portfolio analytics dashboards for the alternative investment teams, providing valuable insights and supporting investment decision-making.

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

As a seasoned Data Analytics Lead with extensive experience in the financial services industry, I thrive on transforming raw data into meaningful insights that drive business decisions.

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Andy Ly

BI Developer

T Rowe Price

Power BI Fundamentals

Understanding Artificial Intelligence

Introduction to Python for Finance

Power BI Fundamentals

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

My Work

Unicorn Companies

Competition - Good sleep quality

Introduction to SQL

Internet: A Global Phenomenon

Competition - Analyzing Crimes in LA

Quantstats

Tech Stock Prices

Market Index Analysis

Market Index Diagonal Correlation Plot-Complete

Netflix Movie Data

Bikeshare Insights: Summer in the Windy City

Unicorn Companies

My Certifications

Data Analyst

Data Literacy

DataCamp Course Completion

Courses

Courses

Tracks

Projects

My Work Experience