Data Analyst

Job summary

Analyze complex datasets using SQL to identify trends, validate data, and develop reports, dashboards, and visualizations. Support investment and portfolio analytics, collaborate with business and technology stakeholders, and present actionable findings and recommendations.

Job details

Role: Data Analyst Location: One York, ON(Hybrid 1-2 Days a Week) Type: Contract Rate: CAD60/hr - CAD65/hr Job Description: We are seeking a skilled Data Analyst with a strong blend of Investment Management domain experience and technical data analysis expertise. The ideal candidate will leverage data to drive business insights, support investment-related decision-making, and collaborate with stakeholders across business and technology teams. This role requires strong analytical capabilities, advanced SQL skills, and the ability to transform complex data into meaningful recommendations. Key Responsibilities Analyze large and complex datasets to identify trends, anomalies, and actionable insights. Write, optimize, and maintain SQL queries for data extraction, validation, and analysis. Develop reports, dashboards, and visualizations to support business and investment decisions. Partner with business stakeholders to gather requirements and translate them into analytical solutions. Perform data quality assessments, reconciliation, and validation activities. Support investment performance reporting, portfolio analytics, and operational reporting initiatives. Collaborate with technology, data, and business teams to improve reporting processes and data availability. Present findings and recommendations to stakeholders in a clear and concise manner. Required Qualifications Bachelor's degree in Finance, Economics, Statistics, Mathematics, Computer Science, or a related field. Experience working within the Investment Management industry. Strong technical data analysis experience with the ability to interpret complex datasets. Advanced proficiency in SQL for querying, manipulating, and analyzing data. Experience with reporting, analytics, and data visualization tools. Strong problem-solving, communication, and stakeholder management skills. Ability to work independently and manage multiple priorities. Preferred Qualifications CFA Level I, II, or III. Experience supporting portfolio management, investment operations, risk reporting, or performance analytics. Familiarity with BI and visualization tools such as Power BI, Tableau, or similar platforms.

What you’ll do

Analyze complex datasets using SQL to identify trends, validate data, and develop reports, dashboards, and visualizations. Support investment and portfolio analytics, collaborate with business and technology stakeholders, and present actionable findings and recommendations.

Requirements

A bachelor's degree in Finance, Economics, Statistics, Mathematics, Computer Science, or a related field and experience in the investment management industry are required. Candidates should have advanced SQL and data analysis skills, experience with reporting and visualization tools, and strong problem-solving, communication, and stakeholder management abilities; CFA credentials and portfolio or risk analytics experience are preferred.

Listed skills

• Data visualization · Preferred
• Power BI · Preferred
• SQL · Preferred
• Tableau · Preferred
• Problem solving · Preferred
• Data Validation · Preferred
• Data analysis · Preferred
• Business Requirements Gathering · Preferred
• Communication · Preferred
• Reporting · Preferred
• Stakeholder Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• SQL
• Data Analysis
• Investment Management
• Data Visualization
• Reporting
• Portfolio Analytics
• Investment Performance Reporting
• Data Quality Assessment
• Data Validation
• Data Reconciliation
• Stakeholder Management
• Business Requirements Gathering
• Problem-Solving
• Communication
• Power BI
• Tableau

Job areas

• Data & Analytics
• Finance & Accounting
• Technology