• Responsible for the collection, processing, and analysis of large datasets related to the investment research function, including market trends, macro-economic data, market performances, asset classes, and asset types.  

• Champion the integration of AI technologies to transform traditional research processes, improve output quality, and provide decision-support analysis across asset allocation, investment market and macro research, and asset manager research functions. 

• Focus on delivering measurable improvements in research efficiency, data quality, turnaround times, and decision‑support effectiveness. 

Technical Skills 

• Strong working knowledge of Microsoft Suite (especially Excel, Word, PowerPoint). 

• Understanding of AI tools and their application in data analytics. 

• Experience with Large Language Models (LLMs) and prompt engineering. 

• Exposure to enterprise AI platforms, cloud‑based analytics environments, or automation tooling (e.g. workflow orchestration, low‑code/no‑code platforms) is advantageous. 

• Familiarity with AI-powered data visualisation and analytics platforms. 

• Knowledge of machine learning algorithms for financial forecasting and pattern recognition. 

• Proficient in Excel and relevant programming languages (Matlab, R, Python). 

• Working knowledge of Bloomberg Terminal (comfortable understanding, extracting and charting data) advantageous but not required. 

• Ability to absorb and manipulate large sets of data. 

• Strong analytical and quantitative abilities. 

• Knowledge of performance and risk measurement methodologies. 

Professional Attributes 

• Passionate about financial markets and data analytics. 

• Strong desire to keep learning and stay current with emerging technologies. 

• Enthusiasm for AI innovation and willingness to experiment with new AI technologies. 

• Proactive mindset toward AI adoption and change management. 

• Ability to evaluate AI tools critically for business value and ethical considerations. 

• Accuracy and exceptional attention to detail. 

• Ability to manage multiple deliverables with strict deadlines. 

• Self-starter who can work independently and manage own output. 

• Natural collaborator and team player. 

• Strong problem-solving abilities and use of initiative. 

• Ability to function positively under pressure. 

• Easily adapts to changes in the business environment. 

• Thinks in a structured way. 

• Quick learner. 

• Willing to put in long hours when needed. 

Communication 

• Communicate clearly and professionally, both verbally and in writing. 

• Ability to build strong relationships with internal teams. 

• Strong interpersonal skills. 

• Ability to translate complex data and AI‑driven insights into clear decision‑support outputs for investment professionals and clients. 

Data Analytics & Management 

• Collect, process, and analyse large datasets related to markets, macro-indicators and the investment research function, including: 

• Market trends and macro-economic indicators 

• Fund and manager performances 

• Asset allocation and portfolio construction data 

• Explore AI/ML models for predictive analytics and trend forecasting. 

• Develop and maintain databases, dashboards, and reporting systems to track and visualise key metrics and KPIs. 

• Programme routines to query data from all data sources and databases, source new data where required. 

• Manipulate data using sound theoretical bases into relevant decision support tools. 

• Ensure data is clean, accurate, and available for analysis at all times. 

• Perform data quality assurance through regular verification and validation processes. 

AI Integration & Process Optimisation 

• Actively research, pilot, and recommend AI-powered tools, including generative AI, predictive analytics, and automation platforms. 

• Evaluate the feasibility of AI tools for implementation in the Investment Research department. 

• Collaborate with cross-functional teams to integrate AI-driven solutions into existing research frameworks, ensuring alignment with organisational goals and objectives. 

• Identify opportunities to automate manual processes and improve operational efficiencies. 

• Experience building or contributing to automated workflows, data pipelines, or operational analytics solutions that improve efficiency and data quality. 

Investment Research Support 

• Collaborate with the Investment Research team to identify insights and recommendations from data-driven analysis. 

• Apply AI tools to enhance quantitative analysis and pattern recognition. 

• Assist with quantitative and qualitative analysis of portfolios and investment strategies. 

• Support asset allocation research function including model portfolio outputs and capital market assumptions. 

• Assist with data and information for the Tactical Asset Allocation (TAA) process. 

• Provide analytical input and support to asset manager research, including performance attribution analysis and manager evaluation. 

• Assist with market data output (market slides, data queries, investment packs). 

• Prepare presentations consisting of investment and quantitative-related output. 

• Support the Asset Liability Modelling (ALM) process and contribute to continuous improvement. 

Reporting & Communication 

• Produce daily, weekly, monthly and quarterly performance reports and analysis. 

• Produce timely delivery of client reporting and create custom reports. 

• Communicate decision support using software to relevant stakeholders to optimise decision making. 

• Assist with preparation of investment analytics and meeting papers. 

• Draft and/or peer review client documentation relating to investments, specific strategies or asset classes. 

Research & Development 

• Develop understanding of investment markets, including asset classes, instruments, performance and risk measurement. 

• Research quantitative and qualitative methods to improve ALM, asset class research and allocation, manager research and selection, and risk management output. 

• Assist with research and provide input for published articles relating to quantitative and data-driven investment views. 

• Analyse industry trends and maintain awareness of market developments. 

Collaboration & Continuous Improvement 

• Work closely with asset allocation, macro research, and manager research teams. 

• Propose enhancements to research processes, tools, procedures and initiatives. 

• Assist on various ad-hoc projects as business requirements dictate. 

• Enhance and improve current processes, tools, and methodologies. 

Internal:  

• Chief Investment Officer and Investment Committee 

• Investment Research Team (asset allocation, macro research, manager research) 

• Consultants 

• Portfolio Management team 

• Analytics and Data Management teams 

• Research and Development (R&D) team 

• Network companies in relation to their investment research requirements
   

External:  

• Asset management investment professionals 

• Various service providers 

• RisCura clients