AI Lead

Our client


Our client is seeking a Data & Technology Lead to drive firm-wide AI adoption and process automation. Seeking a professional with experience in internal technology transformation. You will be responsible for identifying, implementing, and training staff on AI tools with a focus on practical, ROI-driven outcomes. Reporting directly into an MD working within a small team. Some projects include:

• (Investment): Data lake creation, reporting automation (ICDICs), Excel model automation.
• (Finance): Automate accounting system feed to Excel models & reporting.
• (Admin): Calendar maintenance, trip booking tools.

About the role

• Discovery & Implementation: Research, evaluate, and implement relevant AI tools across business functions (investment, finance/operations, admin support).
• Innovation & Change Management: Lead the adoption of AI solutions by training staff, managing change, and fostering a tech-positive culture.
• Process Automation: Identify and automate tasks and workflows, both menial and complex, to improve efficiency.
• Data Management Support: Assist in the development of centralised data repositories (e.g., data lakes) as part of a broader strategy.
• Excel & Document Automation: Automate recurring tasks like financial models, internal papers, and presentations.

Experience

• Professional with experience in technology consulting.
• Preferred background in financial services or a tech-forward banking/AI environment.
• Strong preference for candidates with internal AI implementation experience (not just client-facing roles)
• Strong research and tech evaluation capabilities.
• Exceptional communication and training skills for successful change management.
• Commercial mindset with the ability to deliver tangible ROI.
• Coding skills are a plus, but not required.
• Confident, mature, and able to engage staff at all levels.
• Strong cultural alignment and influence across diverse teams

Seeking someone who value curiosity, collaboration, and continuous improvement. Work in a highly engaged environment where new ideas are welcomed, and innovation is encouraged. Technical ability combined with individuals who are driven, practical, and people-focused.


Benefits

• Competitive salary
• Potential long-term incentives based on impact
• Work alongside a high-performing, values-driven team
• Opportunity to shape the firm’s digital transformation strategy
• 6-12 month FTC

For a confidential discussion please apply or contact Corin 0457676048.