Synthesis Wealth Management
AI Resident
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Company Description
Synthesis Wealth Management is a boutique, independent firm that provides clients with tailored financial insight and intelligence to support informed decision making. The firm serves professionals, entrepreneurs, business owners, and families who seek to optimize personal finances, protect business interests, and manage the transfer of assets. Synthesis focuses on building secure, sustainable financial futures through close partnership and personalized strategies. Team members work in a dynamic environment where thoughtful analysis and client-centric solutions are central to the firm’s approach.
Role Description
The AI Resident will support the development and application of data-driven and machine learning solutions to enhance Synthesis Wealth Management’s advisory processes and internal operations. Day-to-day responsibilities include:
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- Designing and prototyping models
- Analyzing financial and operational data
- Building tools that assist advisors with decision support
- Documenting methodologies and results
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The role involves collaborating with wealth managers and operations teams to understand business needs, translate them into technical requirements, and refine solutions based on feedback. This is a full-time, fixed contract, hybrid role based in Bath, where regular on-site collaboration is expected, with some work-from-home flexibility.
Qualifications
- Strong foundation in Computer Science and Data Science, with the ability to apply core concepts to real-world financial problems.
- Proficiency in Machine Learning, including model development, evaluation, and deployment in practical use cases.
- Robust Programming skills (e.g., Python, R, or similar languages) for building prototypes, data pipelines, and analytical tools.
- Excellent Analytical Skills, including statistical reasoning, problem decomposition, and rigorous interpretation of results.
- Bachelor’s or master’s degree in Computer Science, Data Science, Engineering, Mathematics, or a related quantitative field.
- Comfort working with financial data sets and interest in wealth management or financial services; prior experience is beneficial but not required.
- Ability to communicate complex technical concepts clearly to non-technical stakeholders and collaborate in cross-functional teams.
- Self-directed work style, with the capacity to manage multiple projects, meet deadlines, and adapt in a changing environment.
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