This hybrid role focuses on leveraging AI and automation to scale a newly launched investment firm. You will bridge the gap between research and investor relations, building systems to automate market monitoring and fundraising operations. It is an opportunity to work directly with the founder and shape the firm’s operational infrastructure from day one.
Founding Associate at modern London-based investment firm
Join a newly launched investment manager as a Founding Associate and help build a modern firm from the ground up. In this high-impact hybrid role, you will use AI tools and automation to systematize research and investor relations, ensuring the principal can focus on high-level judgment. If you are a builder who prefers automating workflows over manual grinding and has a deep interest in financial markets, this role offers genuine equity upside and an unusual amount of scope to shape how a next-generation investment firm operates.
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Location
London, United Kingdom
Compensation
£55k-£60k + Equity
Company
Confidential company
Role overview
About the company
Modern London-based investment firm
What you will do
- Automate news monitoring and research workflows across the portfolio using modern AI tooling, APIs, and dashboards.
- Manage the investor CRM and streamline the fundraising process through automated reporting, fact sheets, and data room management.
- Maintain investment model data and organize the research library to provide high-leverage support to the principal.
Who this is a fit for
- Technically pragmatic professional comfortable with AI tools, spreadsheets, and basic data automation rather than manual entry.
- Proactive builder with a genuine interest in financial markets and the ability to own outcomes in a founder-led environment.
- Adaptable generalist who thrives on ambiguity and is excited to wear several hats across research and operations.
Why this role is remarkable
- Founding role with genuine EMI equity and the chance to shape a modern firm’s DNA from the ground up.
- High-ownership environment where you replace manual grinding with automated, AI-driven workflows to drive operational leverage.
- Work directly with a founder formerly from a multi-billion dollar New York fund in a flat, high-agency setting.
How Jack & Jill work together
Jack gets to know what you're great at and what you want next, then searches 15 million jobs daily and helps you discover roles at companies like this.
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What happens next?
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If your profile’s a match and Confidential company wants to meet, Jill will make the intro. In the meantime, Jack will send you excellent alternatives.