Francis Hao

Certified BI Associate | Financial Data Analyst | Equity Analyst | Power Apps, Power Automate | CFA

London, England, United Kingdom

About

I build end-to-end Power BI and Power Platform solutions for financial services, from data source to dashboard, combining active commercial delivery with extensive buy-side investment experience. Currently a Power BI and Power Apps developer providing BI and application solutions to financial services clients, where I deliver customised dashboards, business applications, and workflow automation across the complete project lifecycle, from discovery and requirements through prototyping, iteration, and production deployment. Solutions demonstrate full-stack capability. Designed, built, and migrated end-to-end from data source to BI report: Python ETL pipelines, SQL Server schema design and DDL, star-schema semantic modelling, advanced DAX, RLS, and multi-page drill-through analytical architectures. Pipeline supports both file-based and database-backed deployment targets. Previously held senior equity research and investment analyst roles at London asset managers covering developed and emerging market equities, producing daily analysis, valuation models, and investment recommendations using institutional market data platforms. Stack: Power BI, DAX, Power Query/M, Power Apps (Canvas + Model-Driven), Dataverse, Power Automate, Python (pandas, numpy, sqlalchemy, pyodbc, ..), SQL Server, T-SQL, Excel/VBA, Bloomberg (Terminal, Add-in, API), FactSet.. MSc | BSc | CFA | Certified Power BI Data Analyst Associate

Experience

  • Power BI Developer at Wind Information Services
    Mar 2022 - Present · 4 yrs 4 mos

  • Financial Data Analyst / BI Analyst at Highland Investment Management
    Mar 2017 - Mar 2022 · 5 yrs 1 mo

  • Equity Analyst at ICM Limited
    Jun 2010 - Dec 2016 · 6 yrs 7 mos

  • Research Analyst at State Street
    Oct 2008 - Jun 2010 · 1 yr 9 mos