Investment Data & AI Automation

I make financial
data work faster.

I help investment firms, insurers and pension funds eliminate slow, manual reporting processes — combining 10+ years of elite-firm experience with AI to deliver solutions that used to take months in weeks.

98%
Reporting Time Reduced
Reduced a reporting cycle from 300 hours to 5 at Apollo Global Management
150+
Strategies Automated
Risk reporting automated across 150+ investment strategies at Janus Henderson
£M+
AUM Won
Built an LDI pricing tool that directly won millions in new assets under management at LGIM
Experience from
Apollo Global Management
Legal & General Investment Management
Janus Henderson Investors
PwC

I speak both finance and technology.

Most data consultants understand systems but not markets. Most finance professionals understand markets but not automation. I sit at the rare intersection of both — and that's where the most valuable problems get solved.

I'm a nearly qualified actuary (13 Institute and Faculty of Actuaries exams passed, CERA candidate) with an MSc in Applied Actuarial Science and a decade of hands-on experience at three of the UK's most respected investment institutions.

At Apollo, LGIM and Janus Henderson I didn't just analyse data — I owned it end-to-end. From sourcing and governance through to stress testing, Solvency II reporting and executive dashboards. I've priced derivatives, built LDI strategies, managed insurance balance sheets, and automated the processes that underpin all of it.

I now work independently, bringing that institutional expertise to firms that need it — without the overhead of a large consultancy.

Let's Talk →
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Nearly Qualified Actuary
13 IFoA exams passed · CERA candidate · MSc Applied Actuarial Science
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Investment Management
CFA UK Level 4 Certificate in Investment Management (IMC)
⚙️
Data & Automation
Python · SQL · Power BI · Snowflake · Azure · R · VBA
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AI-Augmented Delivery
TensorFlow · ML pipelines · AI-powered reporting tools · Agentic workflows
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Industry Speaker
Keynote at Willis Towers Watson · Investment Association & Investment 2020 guest speaker
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Cross-Functional Leader
Led teams across London, New York and India · Chaired data governance forums
"I reduced a reporting cycle from 300 hours to 5 — not by hiring more people or buying expensive platforms, but by understanding the data, the business, and how to connect them properly."
Nashe Chibanda · Apollo Global Management · 2020–2024
Services

What I can do for you

Available for freelance projects, short-term contracts, and retained advisory engagements. All work is delivered personally — not subcontracted.

01
Reporting Automation Audit
Quick win Fixed price
A focused 2-day review of your current investment data and reporting processes. I identify the highest-impact automation opportunities and deliver a prioritised action plan with effort and ROI estimates.
From £1,500 · 2-day engagement
03
Risk Model & Analytics Build
Specialist Finance-specific
Building or modernising quantitative risk models — VaR, stress testing, scenario analysis, tracking error, LDI tools, Solvency II analytics. I understand what the numbers mean, not just how to calculate them.
From £5,000 · Scoped per engagement
04
Data Governance Framework
Compliance-ready
Design and implementation of data governance frameworks, data dictionaries, lineage documentation, SLAs and control environments. Built on the enterprise governance programmes I led at Apollo.
From £2,000 · Modular delivery
05
AI-Powered Finance Tools
Cutting edge AI-native
Custom AI tools for investment teams — automated report narratives, intelligent data QA, LLM-assisted analytics, and agentic workflows that replace manual processes. Built specifically for finance environments.
From £4,000 · Scoped per engagement
06
Advisory Day Rate
Flexible Retained available
Available for ongoing advisory, fractional consulting, or embedded contract work within investment, insurance or pension fund teams. Day rate available for longer engagements or retained arrangements.
£650–£900/day · Retainer available
How I Work

Simple, fast process

No large team, no long onboarding, no unnecessary overhead. Just experienced, focused delivery.

1
Discovery Call
30 minutes to understand your current processes, pain points and what good looks like for you.
2
Scoped Proposal
A clear proposal within 48 hours — scope, deliverables, timeline and fixed or day-rate pricing.
3
Delivery
Focused, personal delivery. Regular updates. No surprises. Work starts within days of agreement.
4
Handover & Support
Full documentation, knowledge transfer and a post-delivery support window as standard.
Expertise

Deep knowledge across the full stack

Finance domain knowledge paired with hands-on technical delivery — across asset classes, data systems and quantitative methods.

Investment data pipelines & ETL automation
Portfolio risk analytics — VaR, tracking error, stress testing
Liability Driven Investment (LDI) strategy & tools
Solvency II & insurance balance sheet analytics
Derivatives pricing & valuation (IRS, swaptions, FX forwards, futures)
Power BI & Snowflake dashboard delivery
Data governance, SLAs & control frameworks
Python, R, SQL — quantitative modelling & automation
Fixed income, equity, alternatives & commodity risk
AI-powered reporting tools & agentic workflows
Monte Carlo simulation & stochastic modelling
Cross-functional delivery across investment, ops & technology

Let's work together

I'm currently available for new engagements — freelance projects, short-term contracts and retained advisory work. If you have a data, reporting or automation challenge in your investment, insurance or pension fund team, I'd like to hear about it.

First conversation is always free. I'll tell you honestly whether I can help and what that would look like.

🌐
goldactuarial.com — Excel training & courses

I respond to all enquiries within one business day.

✅ Message received — I'll be in touch within one business day.