Data Analyst
CI Financial
Data Analyst
CI Financial
Canadian asset manager growing through acquisitions
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are currently seeking a Data Analyst to join the Data Solutions team in the Wealth Technology group at CI Wealth. The Data Solutions team focuses on developing data-driven solutions, driving innovation, and uncovering key insights to support strategic initiatives. The successful candidate will play a key role in leveraging data to deliver solutions that enhance decision-making, streamline business processes, and support strategic objectives.The ideal candidate will have a strong background in both data analysis and business processes.
RESPONSIBILITIES:
Analyze and interpret large datasets to uncover key insights that drive business objectives.
Collaborate with stakeholders across teams to identify data needs and deliver actionable solutions.
Develop and maintain data processes that enhance efficiency and support data-driven decision-making.
Document and maintain data mapping specifications and business rules to support data governance efforts.
Assist in building reports, dashboards, and analytics tools to monitor key metrics and trends.
Identify inefficiencies in existing processes and recommend data-driven improvements.
Respond to stakeholder inquiries and data requests in a timely and effective manner.
Partner with Data Engineers to support the successful implementation of solutions.
QUALIFICATION REQUIREMENTS:
Experience
2+ years of work experience in quantitative analysis.
Education/Training
Post-secondary degree in a quantitative discipline.
Knowledge, Skills, and Abilities
Strong problem-solving skills and attention to details.
Solid understanding of data and data modeling.
In-depth knowledge and experience with the following tools:
Visualization e.g., Sigma, AWS Quicksight
Modelling e.g., MS Excel
Database system e.g., PostgreSQL, Snowflake
Cloud Technology e.g., AWS, Microsoft Azure
Strong knowledge and understanding of SQL
Working knowledge and understanding of Python.
A strong analytical mindset and sophisticated written and verbal communication skills.
Experience in the Financial Services Industry is an asset.
Ability to work within an organization based upon continuous improvement.
This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 - $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.
This role follows our in‑office work model and requires employees to be onsite four days per week to support collaboration and business needs.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [email protected], or call 416-364-1145 ext. 4747.
Canadian asset manager growing through acquisitions
CI Financial builds and runs investment management and wealth-advisory platforms through a network of subsidiaries that manage assets and provide investment products and advisory services to individuals and institutions. Its platforms are advisor-facing, helping independent financial advisors and RIAs offer mutual funds, managed accounts, and other wealth-management services. The company differentiates itself by growing through acquisitions, creating a large, integrated footprint in Canada and the United States. Its goal is to scale into a leading diversified financial-services group serving a broad adviser network, a strategy that culminated in Mubadala Capital taking the company private in 2024.
Explore more opportunities at CI Financial