Purpose of Job
Support the Investment Analytics Team in identifying, implementing and managing AI-enabled solutions that improve the speed, accuracy and scalability of our risk and performance reporting - spanning portfolio performance and attribution analysis, risk analytics, mandate and regulatory compliance monitoring, and the data flows and operational processes that support them.
Contribute to AI and automation initiatives elsewhere in the business as required.
Key Competencies, Skills and Attributes
- Strong interest in AI and willingness to keep up with an ever-changing landscape.
- Highly curious.
- Fast learner.
- Strong analytical abilities.
- Proactive.
- Organised.
- Pays attention to detail.
- Safeguards integrity of sensitive client data.
- Deals with large quantities of portfolio and market data.
- Understanding of portfolio and instrument level information.
- Healthy scepticism of AI output − tests and validates before relying on a result.
- Understands why accuracy, repeatability and an audit trail matter in client reporting.
- Genuine interest in investments, financial markets and how risk and performance are measured.
- Strong time management and consistently meet deadlines.
- Able to work under pressure.
- Understands industry trends.
- Communicates clearly and professionally, both verbally and in writing.
- Able to work both independently and collaboratively with others.
- Understands process and workflow management.
- Willing to go the extra mile to meet reporting deadlines and month-end cycles.
- Will embrace and live out RisCura’s team culture.
Monthly/Daily Tasks
- Support the team in relevant AI initiatives.
- Work with the team to understand their processes and consider how they can be improved.
- Keep up to date with AI, automation, and technology advancements, and identify opportunities to implement them in our processes to improve efficiency.
- Develop AI agents, automated workflows, dashboards and tools using LLMs and current prompting and orchestration techniques − applied to reporting production, data validation, commentary drafting and client deliverables. Working across our core stack: Databricks (our central data platform), SQL, Python, Power BI and Excel (VBA/Power Query), alongside other technologies as needed.
- Analyse business processes to determine problems, risks and opportunities for improvement.
- Build checks and controls into automated processes, and test AI-generated output against known-good results before it reaches a client.
- Help improve the quality, consistency and lineage of the portfolio, benchmark and market data held in our Databricks environment and feeding our reporting.
- Manage our automation and efficiencies task list.
- Collaborate with teams to map, document, and improve core processes and data flows.
- Translate investment, risk and client reporting requirements into clear technical and functional specifications, and document the solutions built so others can maintain them.
Other Key Relationships
- Broader Investment Analytics Team
- Research and Development team
- Other AI led projects across the business
Remuneration
Market-related