Data Science & AI Automation Analyst
Linden Thomas & Company
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Job summary
Linden Thomas & Company, a Charlotte-based wealth management firm, seeks a Data Science & AI Automation Analyst to design and optimize technology solutions for investment management, analytics, and reporting.
The role emphasizes hands-on coding, data pipeline development, and AI-driven automation to enhance operational efficiency and client insights. Ideal candidates will implement scalable data architectures and proactive automation.
Qualifications
- Proficiency in Python with production-level scripting and automation.
- Advanced SQL, data modeling, and query optimization.
- Experience with AI-assisted software engineering tools (OpenAI Codex; Claude Code).
- Design, develop, and maintain data pipelines and automated workflows.
- Strong understanding of database architecture, data integration, and REST APIs.
- Ability to build dashboards and analytics reports; proficient in Git and testing.
Responsibilities
- Design, develop, and optimize proprietary tech solutions for investment management and reporting.
- Write robust Python code, build automation workflows, and integrate AI into processes.
- Create and maintain relational databases and ETL/ELT pipelines.
- Develop AI-powered tools and dashboards to improve decision making and efficiency.
- Build data visualizations using Power BI, Tableau, or Streamlit for management and investment teams.
- Identify bottlenecks and implement technology-driven improvements across operations.
- Collaborate with teams to deploy analytics and portfolio management tools.
- Maintain data quality, security, and reliability across internal systems.
Skills
Education
Tools
Job description
Linden Thomas & Company is a nationally recognized, independent wealth management firm headquartered in Uptown Charlotte. We combine sophisticated investment strategies, proprietary technology, and personalized financial services to deliver exceptional value to our clients.
As our firm continues to grow, we are seeking a highly analytical, technically skilled professional to help expand our technology infrastructure, develop automated solutions, and leverage artificial intelligence to improve operational efficiency and investment research capabilities.
We are seeking a Data Science & AI Automation Analyst with strong programming skills and a passion for technology, data analytics, and artificial intelligence.
This individual will play a critical role in designing, developing, and optimizing proprietary technology solutions that support investment management, financial analysis, business operations, and client reporting.
The ideal candidate is a hands-on problem solver who can independently write code, manage complex datasets, develop automation workflows, and utilize emerging AI technologies to create scalable business solutions.
- Develop, maintain, and optimize applications and internal tools using Python and SQL.
- Utilize AI-assisted development platforms, including OpenAI Codex and Anthropic Claude Code, to accelerate software development, debugging, and system optimization.
- Identify opportunities to integrate AI into existing business processes, investment research, and operational workflows.
- Develop AI-powered tools, agents, and automated systems that improve productivity and reduce manual processes.
- Evaluate emerging AI technologies and recommend practical applications across the organization.
- Design, structure, maintain, and optimize relational databases and complex datasets.
- Write advanced SQL queries for data extraction, transformation, analysis, and reporting.
- Build, maintain, and optimize ETL/ELT data pipelines for efficient data integration across multiple platforms.
- Develop scalable data models and architecture that support financial analytics, reporting, and business intelligence.
- Ensure data accuracy, integrity, security, and reliability across internal systems.
- Analyze large datasets to identify trends, patterns, and actionable business insights.
- Design and implement automated workflows that streamline repetitive tasks and improve operational efficiency.
- Build integrations between internal databases, third-party applications, APIs, and financial technology platforms.
- Develop automated processes for data collection, reconciliation, reporting, and performance monitoring.
- Identify operational bottlenecks and develop technology-driven solutions.
- Maintain, troubleshoot, and continuously improve existing automation systems.
- Design and develop interactive dashboards and data visualization tools for management and investment teams.
- Build automated reporting solutions that transform complex data into clear, actionable insights.
- Develop KPI tracking systems, financial analytics dashboards, and operational performance reports.
- Utilize platforms such as Power BI, Tableau, Streamlit, or comparable visualization technologies.
- Support the development of proprietary investment analytics and portfolio management tools.
- Strong proficiency in Python, including experience developing production-level scripts, applications, and automation tools.
- Advanced knowledge of SQL, relational databases, data modeling, and query optimization.
- Practical experience utilizing OpenAI Codex and Anthropic Claude Code for AI-assisted software engineering.
- Experience designing, developing, and maintaining data pipelines and automated workflows.
- Strong understanding of database architecture, data structures, and data integration.
- Experience working with REST APIs and integrating third-party software platforms.
- Ability to develop dashboards, analytical reports, and data visualization applications.
- Familiarity with Git, version control, software testing, and debugging.
- Strong analytical skills, attention to detail, and ability to independently solve complex technical problems.
- Bachelor's degree in Computer Science, Data Science, Software Engineering, Information Systems, or Mathematics preferred.
- Experience in financial services, investment management, FinTech, or financial data analytics.
- Familiarity with machine learning, large language models (LLMs), and AI agent development.
- Knowledge of PostgreSQL, Microsoft SQL Server, MySQL, or comparable database systems.
- Experience with Python libraries including Pandas, NumPy, Scikit-learn, and FastAPI.
- Familiarity with orchestration tools such as Apache Airflow or Prefect.
- Experience developing proprietary internal software solutions and financial reporting platforms.
- Knowledge of data security, access controls, and responsible AI implementation.
We are looking for someone who is more than a traditional data analyst. The right individual is a builder, problem solver, and technology innovator who enjoys creating solutions from the ground up. Most importantly, we want someone who can recognize opportunities to use technology to solve real business problems and has the technical ability and initiative to execute those solutions independently.
- Competitive compensation based on experience and technical capabilities
- 401(k)
- Fully paid health, dental, and vision insurance
- Paid time off
- Daily lunch provided
- Free parking in Uptown Charlotte
- Direct access to senior leadership
- Opportunity to develop proprietary technology and AI-driven solutions within a growing wealth management firm
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