Career Insights: Future of Investing Careers with AI and Alternative Data

CFA Institute Live Webinars

Presentation

Recorded 5 October, 2023

Overview

This webinar delves into careers at the exciting intersection of artificial intelligence (AI), alternate data, and the world of investing. In today's rapidly evolving financial landscape, staying ahead of the curve is not just an advantage, it is a necessity. This webinar explains how AI is transforming the investment industry, reviews its impact on career opportunities, and discusses the essential skills required to excel in investment roles that harness the power of AI and alternative data sets. Throughout this session, we explore how AI is revolutionizing investment strategies and share examples of alternative data that are now integral to investment analysis, offering a deeper understanding of the diverse sources and techniques used to gain a competitive edge in the market.

We also delve into the skills that are in high demand for individuals seeking success in investment roles that leverage AI and alternative data. As the investment landscape becomes increasingly data-driven, you will discover the essential competencies that will set you apart and position you as an asset in this ever-evolving field. Last, we will tackle the intricacies of interviewing for investment roles, offering you best practices and tips to navigate the competitive job market successfully. Whether you are a seasoned professional or just starting on your career journey, this webinar promises to provide you with the knowledge and insight you need to thrive in the dynamic world of AI-driven investing.

Learning Outcomes

Learn how AI is used in investing and about its impact on careers.
Gain an understanding of the variety of alternate data used in investing.
Review the skills needed to excel in investment roles that use AI and alternative data sets.
Discuss best practices to be followed while interviewing for investment roles.

This is the archived version of a live webinar that took place on 5 October 2023

About the Speaker(s)

Nirav Shah has over 18 years of experience in quantitative research, asset allocation and developing scalable systems. Within Versor, Nirav serves on the management committee and is also the Head of the India Office. In his role, Nirav assumes leadership of critical functions including Trading Technology, Infrastructure, HR, and management of client relationships across Asia. Beyond his operational roles, Nirav is passionate about continuous learning and nurturing young research talent. He played a pivotal role in establishment of the ‘Versor Academy’, a comprehensive hub of educational resources encompassing finance, quantitative research, statistics, and technology. Before his tenure at Versor Investments, Nirav was the founder of a consulting firm focused on quantitative research. Prior to that, Nirav was a Vice President at Investcorp in New York focused on asset allocation and quantitative research. In early stages of his career, Nirav worked as a Quantitative Researcher at Phoenix Global Capital Management, a CTA based in Chicago.
Nirav earned an M.S. in Finance from the Illinois Institute of Technology, Chicago, and a B.E. in Computer Engineering from Mumbai University. Nirav is also a CFA charter holder.

Litesh Gada is extremely passionate about equity investments and has almost 15 years of professional experience in private equity, investment management, direct tax (advisory), mergers and acquisitions (tax and regulatory), and corporate finance. He has rich and in-depth knowledge in valuation, investment structuring, mergers and acquisitions, and transfer pricing. Gada has hands-on experience in the entire investment process from deal initiation until disbursement of money to the companies. He has been responsible for monitoring and handholding portfolio companies on a regular basis. Gada’s core expertise is to assist midsize and small companies that have growth potential in raising funds and scaling operations. Gada is a CFA® charterholder, chartered accountant (CA), and company secretary (CS). He earned his bachelor’s and master’s degrees in commerce from Mumbai University.

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