Jonathan Lau, CFA, FRM

Experience

• 

  S&P Global

  Aug 2019 - now

  ‒ Engaged in pre-sales conversations with potential clients by diagnosing their use cases, tailoring the best solution for them, and if closed, providing them with in-depth technical assistance to get them onboarded smoothly‒ Participated in high-level post-sales support, including solution deployment, implementation, upgrades, and migration, collaborated closely with Product Managers, Data Specialists, and Product Consultants, and provided solid grounds for Account Managers to renew existing contracts at competitive prices‒ Performed further in-house data analysis with complicated SQL queries, streamlined and automated regular data checks with the help of Python, to cater for the special needs of demanding Japanese clients Show less ‒ Responsible for handling inquiries made by global clients, with a great emphasis on Japanese clients, about content delivered via data feed solutions including API, ranging from such traditional data as point-in-time financials and credit ratings, to alternative data like textual data and ESG‒ Rendered excellent client services and achieved best client satisfaction, well recognized by the below accomplishments: o Company-wide Client Services Employee of the Quarter for Q2 2020; o Team-wide top performer for 2020; o Team-wide Golden Phone for May 2020; and o Team-wide Team Player for July, August, and November 2020, and also January and March 2021 Show less

  • Senior Solutions Architect

    Jan 2025 - now

  • Solutions Architect

    Jan 2022 - Dec 2024

  • Senior Product Consultant

    Apr 2021 - Dec 2021

  • Product Consultant

    Aug 2019 - Apr 2021