Andrew Taylor, CFA

Andrew Taylor, CFA

Graduate Training Programme – OTC Derivatives (Vanilla and Exotic Swaps)

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location of Andrew Taylor, CFAThalwil, Zurich, Switzerland

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  • Timeline

  • About me

    Finance & analytics expert; CFA Charterholder

  • Education

    • University of Warwick

      1997 - 2001
      Master of Engineering (M.Eng.) Manufacturing Systems 2:1
  • Experience

    • Deutsche Bank

      Oct 2001 - Dec 2004
      Graduate Training Programme – OTC Derivatives (Vanilla and Exotic Swaps)

      Back Office and Middle Office run-the-bank roles, and exposure to strategic change-the-bank projects

    • Euroclear

      Jan 2005 - Sept 2006
      Product Manager – Securities Clearing (Equities, CFDs, ETFs)

      I supported company commitments to ongoing and future clearing and settlements initiatives as they related to company products and services. These initiatives originated from regulatory requirements, partnerships with external partners and client requests

    • Goldman Sachs

      Oct 2006 - Mar 2008
      Project Manager - Equity Derivatives (Equity Swaps, CFDs)

      Project management and business analyst work in support of Equity Derivatives trade booking initiatives. Remit extended to tactical Excel-based modelling and analysis.

    • Drax Power

      Jun 2008 - Dec 2011
      Quantitative Analyst – Commodities Trading (Power, Coal, Carbon)

      Quantitative analyst supporting trading decision-making. Remit extended into market analysis to support strategic projects

    • Eggborough Power Limited+

      Jan 2012 - Jan 2013
      Quantitative Analyst – Commodities Trading (Power, Coal, Carbon)

      Produced analysis to inform trading decision-making including optimisation of power contract hedges, value at risk and credit line modelling

    • Grove Capital Management

      Feb 2013 - Dec 2014
      Analytics team leader

      Led analytics for Asset Management, focusing on distressed debt, and innovating processes for improved investor reporting.

    • Deloitte Switzerland

      Jan 2015 - Feb 2018
      Manager, Financial Advisory

      Led analytical initiatives within the Business Modelling Group, and as an integral member for projects across Financial Advisory, particularly in M&A Due Diligence and Value Creation.

    • UBS

      May 2018 - Jan 2021
      Financial Reporting Specialist

      Managed and synchronized project deliverables, aligning business unit stakeholders' requirements with target operating models. This contract role ended on Project Rigi cancellation.

    • KPMG Switzerland

      Oct 2021 - Mar 2022
      Senior Manager, Strategy & Transformation

      Supporting business transformation by delivering strategic insights using data analytics tools, and project status reporting. This contract role ended on Project IWM 3.0 cancellation.

    • DieAllrounders

      Apr 2022 - now
      Co-Founder

      Responsible for setting the strategic direction, overseeing daily operations, and ensuring the delivery of high-quality services to clients. This role involves a blend of entrepreneurial vision, operational expertise, and a customer-centric approach, with a focus on continuous improvement and sustainable growth

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Aug 2011