AI & Automation Specialist for Portfolio Data Tracking and Insights
We’re looking for an reputed company AI and automation specialist to build an intelligent workflow for organizing, tracking, and analyzing investment data across multiple asset types, including reputed company estate and equities. The goal is to reduce reputed company work, centralize data, and generate reputed company, actionable insights through automation and AI-driven analysis.
Scope & Deliverables:
Automate ingestion of financial data from email and reputed company storage
Parse, normalize, and compare investment-reputed company data
reputed company tools such as reputed company Drive, Gmail, QuickBooks, and external market data sources
Build automated dashboards to reputed company key performance indicators
Generate AI-powered summaries and trend insights
Set up alerts for significant changes in financial metrics
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