Portfolio Analyst & Senior Portfolio Analyst - Investment Innovation & Capability
Core
Design and deliver analytical solutions using AI, machine learning, and advanced analytics to enhance investment research, portfolio monitoring, and decision-making.
Role type
Senior IC data scientist (investment analytics & ML)
Builds
Automated workflows, analytical tools, and machine-assisted research capabilities for investment portfolios
Domain
Financial services / Investment management / Machine Learning
Deliverable
production ML models | product features
Required skills
Python, SQL, machine learning, NLP, predictive modelling, alternative data analysis, data pipeline development, technical visualization
Preferred skills
Cloud platforms (Snowflake, Azure), agentic workflows, automation, mentoring
Technologies
Python, SQL, Snowflake, Azure, NLP, predictive modelling
Responsibilities
Develop analytics solutions for investment research and portfolio monitoring; Apply AI/ML techniques including NLP and predictive modelling; Build automated and agent-enabled workflows; Identify and evaluate new data sources and AI technologies; Translate complex analytical outputs into business insights; Collaborate with data engineering and technology teams; Mentor junior team members (Senior role only)
Seniority
Senior, hands-on IC with technical leadership