Data analyst in investment research

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

Job summary

Connor, Clark & Lunn Financial Group (CC&L) is seeking a Data Analyst to help build a next‑generation AI‑enabled research and decision‑support platform. You will work with portfolio managers, analysts, and engineers to create data‑driven solutions that connect research, investment, and portfolio data.

You will develop data strategies, construct pipelines, and apply Python, SQL, and AI tools to automate processing, analytics, and workflow optimization.

Qualifications

• Strong programming skills in Python and SQL.
• Passion for AI technologies including LLMs and AI agents.
• Experience with data-focused projects and automation.
• Familiarity with Microsoft data/analytics platforms (Fabric, Azure, Power BI).
• Understanding of ETL, APIs, databases, and cloud services.

Responsibilities

• Develop and execute investment data strategies to improve data accessibility and quality.
• Build and maintain data pipelines, databases, and models integrating multiple platforms.
• Use Python, SQL and modern tools to automate data processing and analytics.
• Collaborate with data, technology, and AI engineering teams to integrate data sources.
• Design AI-powered solutions for intelligent access to research, notes, and decision history.
• Prototype, test, and refine solutions; transition successful concepts to production.
• Partner with portfolio managers to identify data/AI-driven improvements and translate needs into technical solutions.

Skills

Python

SQL

AI/ML concepts

Data pipelines

Power BI

Tools

Microsoft Fabric

SharePoint

Microsoft Graph

Microsoft 365

Azure

Job description

Описание:

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.

Задачи:

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.

Требования:

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.

Условия:

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.

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.