Octavius Finance
L/S Investment Analyst – AI-Enabled Equities Strategy, London
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L/S Investment Analyst – AI-Enabled Equities Strategy, London
Octavius Finance is working with an established boutique investment business that is preparing to launch a new AI-enabled systematic equities strategy to external investors later this year.
The strategy has been in research and development for approximately four years and combines the discretionary investment expertise and conviction of an experienced Portfolio Manager with technology, AI and systematic processes designed to streamline and enhance the investment decision-making process.
Having recently secured its first external seed capital from an established institutional investor, the business has ambitious plans to scale the strategy significantly, having raised approximately $100m over the past 12 months with a longer-term target of $1bn. As the strategy moves towards its external launch, the team is looking to hire an Investment Analyst to work closely with the Portfolio Manager and take ownership of the fundamental and alternative data that feeds into the investment process.
The Role
The successful candidate will sit at the intersection of fundamental equity research, alternative data and AI, ensuring that the Portfolio Manager has the highest-quality information available when making investment decisions.
Initially, the focus will be on managing and interpreting a significant flow of data across news, company information, alternative datasets, risk indicators and other market inputs. The analyst will be responsible for assessing the quality and relevance of this information and ensuring that key insights are surfaced effectively for the Portfolio Manager.
Over time, the role will evolve towards deeper fundamental analysis, including conducting detailed research into companies and sectors and developing independent views that can support the investment process.
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The role will also involve working closely with the engineering and technology teams. The successful candidate will provide qualitative oversight of data pipelines, identify areas for improvement and help ensure that the outputs being generated are both technically robust and genuinely useful from an investment perspective.
Key Responsibilities
- Own and interpret a broad range of fundamental, alternative and market data used within the investment process
- Analyse company and equity-market information to identify relevant insights for the Portfolio Manager
- Conduct fundamental research and develop informed views on individual companies and stocks
- Assess the quality, relevance and reliability of data outputs
- Work closely with engineering and technology teams to improve data pipelines and investment tools
- Use AI and emerging technologies to enhance the research and investment process
- Monitor news, risk, hedging considerations and other factors relevant to the portfolio
- Produce high-quality investment content and research for the Portfolio Manager
- Over time, transition towards deeper fundamental company research and idea generation
Candidate Profile
The team is looking for an equity markets professional first and a technologist second.
The ideal candidate will be a fundamentally minded Investment Analyst with strong equity-market knowledge and a genuine interest in using technology and AI to improve the investment process. You may come from a traditional fundamental equity research background but have developed a strong interest in alternative data, Python, AI or tools such as Claude. Alternatively, you may have experience working with alternative datasets and possess genuine domain expertise across equities.
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The key requirements are:
- Experience as an Equity Analyst, working at a Hedge Fund
- Exposure to discretionary, bottom-up strategies, would be highly advantageous.
- Strong understanding of equities and fundamental investment analysis
- Ability to form and articulate views on companies and stocks
- Strong analytical and research capabilities
- Genuine interest in AI, alternative data and technology
- Experience with Python, AI tools or similar technologies would be advantageous
- Ability to work effectively with engineering/data teams
- Highly curious, intellectually rigorous and comfortable working in an entrepreneurial environment
This is not a technology role and not a portfolio management position. The successful candidate will not have a direct path to managing capital. Instead, the opportunity is to become a key part of a new investment platform at the intersection of fundamental equity investing, alternative data and AI, working directly alongside an experienced Portfolio Manager as the strategy scales.
Why Join?
- Join a new investment strategy at the point of its external launch
- Work directly alongside an experienced Portfolio Manager
- Exposure to a genuinely differentiated AI-enabled investment process
- Combine fundamental equity research with alternative data and emerging AI technologies
- Opportunity to play a significant role in building the research infrastructure behind a rapidly scaling strategy
- Join a business with significant ambitions, including a long-term target of $1bn AUM
- Entrepreneurial environment with the opportunity to have meaningful influence on the development of the strategy
To learn more about this opportunity, please send your CV to fundmanagement@octaviusfinance.com
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