ACSI · Finance Student · AI & Automation Consultant
Building intelligent AI and automation systems for the investment industry at The Investment Association. Passionate about wealth management, portfolio construction, and the future of financial technology.
0123456789
CISI Qualifications
0123456789+
Years in the Industry
0123456789+
AI Systems Built
0123456789
Expected 1st · BSc Finance
Focus Areas
Deep interest in equity markets, macro economics, portfolio theory, and the mechanics of asset allocation across institutional portfolios.
View Market FocusBuilding AI-powered systems for financial services: document intelligence, RAG pipelines, and automation tools that reduce operational friction.
View ProjectsAt the intersection of finance and engineering, creating platforms that give investment professionals better data, faster insights, and intelligent workflows.
Explore WorkSelected Work
Capabilities
Finance
Portfolio Construction
Asset allocation frameworks, optimisation, rebalancing strategies
Investment Research
Equity analysis, due diligence, fundamental and quantitative methods
Asset Allocation
Multi-asset strategies, factor investing, risk-adjusted allocation
Macroeconomic Analysis
Economic indicators, central bank policy, regime analysis
Wealth Management
Client portfolio management, financial planning, reporting frameworks
Risk Management
VaR, drawdown analysis, stress testing, correlation frameworks
Technology
AI & LLM Systems
RAG pipelines, document intelligence, GPT integrations, prompt engineering
Python & Data
Pandas, NumPy, financial data APIs, ETL pipelines, automation scripts
Automation
Workflow automation, process digitisation, RPA for financial operations
Data Dashboards
Interactive dashboards, data visualisation, reporting tools for investment firms
Financial Data Pipelines
Market data ingestion, structured extraction from financial documents
Internal Tooling
Custom tools for investment teams: portfolio trackers, research platforms, CRM integrations
Open to Opportunities
Open to consulting projects, collaborations, and conversations about roles in investment management, financial technology, and AI systems.