James Burchill

Portfolio Data & Systems Analyst

James turns complex investment data into fast, accurate, and actionable insights. With a background spanning compliance, operations and portfolio systems, he builds secure and scalable automation frameworks to optimise data workflows. His work enhances the reliability and efficiency of client reporting, enabling smoother alignment between custodian systems and internal platforms. James’s focus on automation and data accuracy supports the firm’s mission to deliver institutional-quality investment solutions through precision, transparency, and client-centred service.

James has a background in accounting and obtained a BSc (Hons) in Accounting and Economics from the University of Essex in 2021. In his spare time, James has a passion for outdoor activities, including cycling and hiking. He has recently climbed both Mount Snowdon and Ben Nevis, which was challenging, but a rewarding experience.