Data Analyst

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

Benefits offered by this job

Competitive compensation

Retirement savings

Wellness credits

Enhanced parental leave

Health benefits

Flexible work practices

Job summary

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

You will design data pipelines, databases, and models, using Python, SQL, and Microsoft Fabric/Azure tools to automate processing and deliver practical dashboards for investment professionals.

Qualifications

• Builder mindset with a focus on rapidly developing, testing, and iterating practical solutions.
• Strong programming skills in Python and SQL for application development or data-focused projects.
• Passion for AI technologies, including large language models (LLMs) and AI agents.
• Excellent problem-solving abilities and willingness to learn new technologies.
• Experience with Microsoft data and analytics platforms such as Microsoft Fabric, Azure, and Power BI.
• Knowledge of ETL pipelines, APIs, cloud services, and enterprise data ecosystems.

Responsibilities

• Develop and execute investment data strategies to improve accessibility, quality, and usability of research and portfolio information.
• Build and maintain data pipelines, databases, and data models across multiple platforms.
• Use Python, SQL, and modern data engineering tools to automate data processing and analytics workflows.
• Collaborate with data, technology, and AI teams to integrate portfolio, trading, performance, and research data sources.
• Design AI-powered solutions enabling intelligent access to investment research, notes, and decision history.
• Prototype, test, and refine solutions based on user feedback, then transition concepts into scalable applications.
• Partner with portfolio managers and analysts to identify opportunities for data and AI-driven improvements and translate needs into technical solutions.

Skills

Python

SQL

Data pipelines

ETL

Git

AI concepts

Tools

Microsoft Fabric

Azure

Power BI

SharePoint

Microsoft Graph

Microsoft 365 integrations

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 DoDevelop 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 BringDemonstrated 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-SM1What We OfferAt 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 workYour 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.