We’re supporting a top-performing, high-conviction investment firm as they make their first full-time hire into data and technology. This is a rare opportunity to work directly with the COO and senior leadership, shaping the future of analytics and tooling at a boutique fund managing over £1bn AUM.
What Makes This Special
* Be the first internal hire focused on technology and data — full ownership and visibility.
* Partner directly with the COO and investment team to transform internal research and reporting workflows.
* Broad exposure across investments, operations, compliance, and sales.
* Significant runway for career progression in a lean, entrepreneurial environment.
Key Responsibilities
* Take ownership of the firm’s internal analytics platform (Power BI) — enhancing and scaling it.
* Build a proprietary AI-powered natural language search tool for querying historical models and research notes.
* Develop dashboards and visualisation tools to support fund managers, client reporting, and internal stakeholders.
* Work with senior leadership to identify automation opportunities and solve data workflow challenges.
* Manage third-party vendors and consultants; oversee outsourced builds as needed.
Core Skill Requirements
* Power BI: Strong experience building dashboards and data models.
* SQL: Comfortable writing and optimising queries for complex datasets.
* Python (or other scripting languages): Exposure ideal; willingness to learn expected.
* Excel: Fluent, particularly for modelling and cross-functional reporting.
* Ability to translate business problems into technical solutions, working autonomously and with non-technical stakeholders.
Who We’re Looking For
* 2–4 years’ experience in data analysis, consulting, fintech, or financial services.
* A First-Class or high 2:1 degree from a Russell Group university — preferably in a STEM or quantitative field.
* A sharp, commercially aware mind — someone who can engage with investment logic, not just data.
* Strong communication skills and a collaborative, delivery-focused mindset.
* Someone who thrives in high-trust, high-autonomy environments.
Why Apply?
* Unique chance to build the internal data capability at a growing fund from the ground up.
* High exposure to decision-making and meaningful, business-wide impact.
* A commercial, hands-on role in a collegiate, five-day office culture.
* Strong bonus potential and a long-term path for growth and responsibility.
If you're looking for real ownership, complex problems, and close collaboration with senior stakeholders — this is the one.
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