Senior Data Analyst – Investment & Wealth Management

Senior Data Analyst – Investment & Wealth Data

The Opportunity

We are looking for an experienced, hands‑on Data Analyst to support a major data migration, integration and business intelligence initiative within the investment/wealth management space.

This is not a general reporting role. We need someone who combines strong investment/wealth data knowledge, complex SQL and dashboard development with the ability to investigate data, uncover business logic and turn complex information into meaningful business insights.

Key Responsibilities

• Build insightful business dashboards using Power BI, Tableau, Sigma or similar BI tools
• Write, analyze and troubleshoot complex SQL queries
• Investigate source systems, databases, reports and existing data structures
• Reverse-engineer undocumented business rules and data logic
• Perform source-to-target data mapping, profiling and reconciliation
• Identify data‑quality gaps and transformation requirements
• Support large‑scale data migration and integration
• Partner with Data Engineers and business stakeholders to validate requirements and ETL/ELT logic
• Produce clear data dictionaries, mapping documents and gap analyses
• Support data validation, testing and UAT

Must‑Have Experience

• 5+ years of Data/BI Analyst experience ( 5‑9 years )
• Hands‑on experience with investment, asset management, portfolio or wealth data
• Investment/wealth experience preferably outside the major Canadian banks
• Advanced SQL — able to independently write and analyze complex queries
• Strong Power BI, Tableau, Sigma or comparable dashboard/visualization experience
• Data migration, integration or data warehousing experience
• Strong data profiling, mapping and reconciliation skills
• Ability to work through complex and poorly documented data environments
• Strong communication with both technical and business stakeholders

Who We Want to Meet

If you can confidently discuss how you have worked with investment/portfolio data, written complex SQL, built business‑facing dashboards, and investigated data across source and target systems, we want to hear from you.

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