Financial Intelligence Architect (AI Strategy for Investment Management)

Our core advisory role. Financial Intelligence Architects lead client engagements end to end, from diagnosing where AI sits in a firm's investment process to designing the architecture and governance around it.

Caldworth is a founding-stage firm, and this is a founding-team role. The salary below is the cash side. Founding members also help shape the firm and share in how it is built, including its ownership.

The role
You will work directly with CIOs, investment committees and risk functions at asset managers, hedge funds and wealth firms. You will run diagnostics, design the architecture and governance around their AI, and produce the board-ready reporting clients rely on when allocators and regulators ask hard questions.

What you will do

• Lead diagnostic engagements: map AI exposure across research, portfolio construction, risk and client reporting, then prioritise what to address.
• Design the data, operating and governance architecture that turns AI into a capability the firm can use and answer for.
• Advise senior investment professionals in their own language, on the desk and in the committee room.
• Produce documentation and board-ready reporting that holds up to scrutiny.
• Contribute to the firm's research and methodology.

What we look for

• Around five years or more on the buy side, in risk, or in investment technology.
• A working understanding of model risk, investment data, and the regulatory landscape across the EU AI Act, SEC and FCA.
• Credibility with senior stakeholders and clear, precise written work.
• Sound judgement and comfort working without perfect information.

CFIA charterholders are strongly preferred. Candidates who do not hold the CFIA may be expected to obtain it within 12 months. The Chartered Financial Intelligence Architect (CFIA), administered by the ICFDT, is the chartered designation for AI in investment management, spanning strategy, data and architecture, alpha and governance. Caldworth uses the CFIA body of knowledge as a professional baseline for advisory work involving AI strategy, data architecture, alpha research, and governance in investment management.

Why Caldworth
You will work on questions that matter, with a senior team, free of the conflicts that come with selling software. The bench is small, so your work is visible and your influence on the firm is real.

Compensation
$160,000 to $225,000 base, plus a performance bonus. London roles are paid in pounds at comparable levels.