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Simon Lai

Senior Business Analyst at First Derivative

Simon Lai is a seasoned Senior Business Analyst with extensive experience in financial services and expertise in Calypso systems. Currently serving at First Derivative since August 2021, Simon has previously worked as a Senior Calypso Business Analyst at Wellington Management and HSBC Global Banking and Markets. Simon's background includes significant roles at Westpac, Lehman Brothers, Federal Home Loan Bank of San Francisco, and Wellington Management, where contributions focused on trade migration, product implementation, and cross-asset pricing across various financial instruments. Simon holds a Bachelor of Applied Science in Systems Design Engineering from the University of Waterloo, earned from 2000 to 2005.

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First Derivative

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Driven by people, data and technology, First Derivative is a managed services and consulting business, and one of the world’s leading Capital Markets consultancies. It is part of FD Technologies plc, a group of data-driven businesses that unlock the value of insight, hindsight and foresight to drive organisations forward. Counting many of the world’s leading investment banks as clients, First Derivative helps its clients navigate the data-driven, digital revolution that is both disrupting and transforming the financial services sector. The Group operates from 15 offices across Europe, North America and Asia Pacific and employs more than 2,500 people worldwide.


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