AI Orchestrator – Investment Research Focus

Mawer Investment Management•Calgary, AB

13d•Hybrid

About The Position

We have built an internal Claude Enterprise-like AI platform. This role is for an orchestrator who will use that platform to scale our investment research process. Consider the investment lifecycle: screening, deep-dive analysis, decision journaling, portfolio monitoring & risk management. You’ll be working closely with our research analysts and portfolio managers to bring the promise of AI to bear on that investment lifecycle.

Requirements

Bilingual — fluently speaking both investing and technology.
Understand how investment decisions get made, and know how to build tools that support that process.
Ability to move between a portfolio manager's desk and a code editor without switching gears.
Connector, not a silo — see how screening feeds into analysis, how analysis feeds into monitoring, how monitoring feeds into risk review.
Build systems that span the lifecycle, not point solutions that solve one problem and create three others.
Relentless curiosity — genuinely interested in businesses, markets, and how capital allocators think.
Ability to prototype fast, get feedback, iterate, and move on.
Care deeply about whether people actually use what you build.
Comfortable being multi-hatted — structuring data, designing a workflow, sitting with a PM to understand a new analytical need.
Thrive in ambiguity and impose structure without bureaucracy.

Nice To Haves

Strong communication — can explain a technical concept to a portfolio manager and a business problem to an engineer
Builder Credentials — a portfolio of building with AI validated by real value-add usage of what you built
Excellence in Data – know how to talk to databases, architect data models, etc
Exposure to various AI tools and prompt engineering techniques
Investment research, financial analysis, capital markets exposure

Responsibilities

Intelligent monitoring and alerting — portfolio risk signals, position tracking, market event synthesis
Decision journaling and synthesis tools — capture reasoning, track conviction, surface patterns across investments
Data pipelines that make investment information reusable, consistent, and queryable at scale