Intelligence & Delivery
Intelligence Consultant Investment (m/f/d)
Working with wealth managers, asset managers and their advisers, you build AI specialist roles for investment intelligence, from daily or weekly portfolio review to pre-drafted advisory documentation. The practice area is regulated, and this shapes every decision in the build. You make sure that every statement openly carries its origin and its reliability.
What the role involves
- Lead scoping workshops with advisory, portfolio management and compliance: which review is done by hand today, at what cadence, with what result for the adviser.
- Define which fund data, provider sources, regulatory sources and internal holdings a role uses and how their reliability is stated.
- Help shape the boundary that this practice area requires: rating and risk classification count as high-risk under the AI Regulation, so the entry point sits internally and with the adviser.
- Talk through preparatory work in onboarding and portfolio maintenance, from gathering information for KYC and anti-money-laundering checks to the question of which existing clients hold untapped potential.
- Work on projects with EY, Projective Group and Morningstar, in which the specialist depth and the client relationship come from the partner and the build comes from us.
What you bring
- Several years of experience in wealth management, institutional asset management, fund research or in advising these firms.
- Confidence in the processes where MiFID II and SFDR apply: suitability assessment, advisory documentation, ESG disclosures, NAV calculation.
- Handling data from several providers and the habit of reading a contradiction between two sources as a signal rather than an error.
- The ability to explain a regulatory boundary without ending the conversation with it.
- German at business fluency, English fluent. Willingness to travel for workshops at the client.
What we offer
- A regulated environment in which traceability is not an add-on but the reason the client buys.
- Early responsibility for your own client projects and direct feedback from the founders.
- A team that works with specialized AI roles: whatever can be delegated is delegated. Your time goes into clients, quality and direction.
- Hybrid work with an office in Hamburg's HafenCity, equipment of your choice, development through responsibility rather than a course catalogue.
- Partners such as Morningstar, EY and the Projective Group, with whom you work on projects.
Apply as Intelligence Consultant Investment.
Your CV and three sentences on why this role. We do not need a cover letter. We reply within five working days.
By e-mail to bewerbung@scoreprise.ai
Please send your CV and references as PDF. A cover letter is not required; tell us in the e-mail what interests you about the role.
We treat all applications regardless of gender, age, origin, religion, disability and sexual identity. How we handle your application documents is set out in the privacy notice for applicants German.