Data Analyst

Connor, Clark & Lunn Financial Group (CC&L); Greater London; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Flexible work

Learning budget

Study days

Designations support

Health benefits

Retirement savings

Parental leave

Wellness credits

Job summary

Connor, Clark & Lunn Financial Group is seeking a Data Analyst to join the investment team and help build an AI-enabled research and decision-support platform. You will work with portfolio managers, analysts and engineers to connect research, investment and portfolio data.

You will develop data strategies, build pipelines and models, and use Python/SQL to prototype AI-driven dashboards for investment professionals. The role is hybrid with a competitive base salary.

Qualifications

• Builder mindset with rapid development and iteration.
• Strong Python and SQL programming for data projects.
• Passion for AI, including LLMs and AI agents.
• Ability to learn new technologies and tackle challenges independently.
• Experience with Microsoft data and analytics platforms.

Responsibilities

• Develop and execute investment data strategies to improve access and quality of data.
• Build data pipelines, databases and models across platforms.
• Use Python, SQL to automate data processing and analytics.
• Collaborate with data, technology and AI teams to integrate data sources.
• Design AI-powered tools to enable access to research and notes.
• Prototype and refine solutions based on user feedback for production use.
• Partner with portfolio managers to translate needs into technical solutions.

Skills

Python

SQL

Data engineering

AI development

Independent work

Problem solving

Tools

Microsoft Fabric

Azure

Power BI

SharePoint

Microsoft Graph

Microsoft 365

Job description

Join our investment team as a Data Analyst as we build a next-generation AI-enabled research and decision-support platform. You'll work alongside portfolio managers, analysts, and engineering teams to develop innovative solutions that connect research, investment, and portfolio data. This is an opportunity to experiment, move quickly, and shape the future of our technology in a collaborative, entrepreneurial environment.

What You Will Do

• Develop and execute investment data strategies to improve the accessibility, quality, and usability of research and portfolio information.
• Build and maintain data pipelines, databases, and data models that integrate information from multiple platforms, including Microsoft Fabric, SharePoint, and other internal systems.
• Use Python, SQL, and modern data engineering tools to automate data processing, analytics, and workflow optimization.
• Collaborate with data, technology, and AI engineering teams to integrate portfolio, trading, performance, and research data sources.
• Design AI-powered solutions that enable intelligent access to investment research, meeting notes, and decision-making history.
• Experiment with and implement emerging AI technologies, including large language models, retrieval-augmented generation (RAG), semantic search, document processing, and AI agents.
• Develop practical applications, dashboards, and user-friendly tools that help investment professionals analyze data, monitor companies, and prepare for meetings.
• Rapidly prototype, test, and refine solutions based on user feedback, then transition successful concepts into scalable, production-ready applications.
• Partner with portfolio managers and analysts to identify opportunities for data and AI-driven improvements and translate business needs into technical solutions.

What You Bring

• Demonstrated builder mindset with a focus on rapidly developing, testing, and iterating practical solutions.
• Strong programming skills in Python and SQL, with experience in application development, automation, or data-focused projects.
• Passion for AI technologies, including large language models (LLMs), AI agents, and AI-powered application development.
• Excellent problem-solving abilities and a willingness to learn new technologies and tackle unfamiliar challenges.
• Self-motivated and able to take ownership of projects while working independently with minimal supervision.
• Experience with Microsoft data and analytics platforms such as Microsoft Fabric, Azure, and Power BI.
• Knowledge of SharePoint, Microsoft Graph, Microsoft 365 integrations, and enterprise data ecosystems.
• Understanding of data engineering concepts, including ETL pipelines, database design, APIs, cloud services, and application development.
• Familiarity with modern AI development tools such as LLM APIs, RAG architectures, vector databases, and agent frameworks.
• Experience with software development best practices, including Git, testing, AI coding assistants, collaboration, and continuous learning.

The expected base salary range for this position is £55,000 -£70,000. The midpoint represents our general market target for a fully qualified and experienced individual performing the role. Actual starting salary may fall below or above the midpoint depending on the candidate's relevant experience, skills and qualifications, as well as internal equity considerations. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-SM1

What We Offer

At Connor, Clark & Lunn Financial Group, we’re "invested in our greatest asset, you". Our shared goals reflect what matters most to our people:

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation. AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.