Apply on Kit Job: kitjob.ca/job/2g9ksa

Line of business: Global Asset Management

Duration: 12 months (Possibility of Extension)

Location: Downtown Toronto - Hybrid - 2 - 3 days in office (Tues, Wd & Thurs on site)

Reports to: Product Owner, CRM

Reason why open: New project

Project: Data quality & data automation projects

Team size: immediate team 4

Team culture: Cooperative

Candidate value proposition: High visibility across multiple business groups

About the role

We’re hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload.

You’ll combine Excel (including fuzzy matching/Power Query) with structured rules and explicit documentation to drive accurate, repeatable results.

This role suits someone who enjoys problem-solving with imperfect data.

What you’ll do
Compare external data to CRM records and determine the correct matches.
Use Excel lookups (and/or Power Query) and other techniques to automate matching.
Apply judgment on ambiguous cases; validate results with supporting fields.
Document matching scenarios, rules, and assumptions so the process is auditable and repeatable.
Produce a final, enriched dataset ready for CRM import and maintain a explicit audit trail.
Maintain overall CRM system hygiene,



ensuring data accuracy and completeness.

MUST HAVE
5+ yrs of experience in similar role
Intermediate-Advanced Excel skills (XLOOKUP/INDEX-MATCH, Power Query; fuzzy matching).
Experience with data reconciliation, deduplication, and quality checks across multiple sources.
Solid documentation habits and attention to detail.
Ability to document matching logic clearly so it can be repeated and automated
Solid understanding of data quality management and validation techniques
Familiarity with CRM platforms (e.g., Salesforce) and the asset/wealth management sector in Canada.
Detail-oriented with a commitment to data accuracy and consistency

Nice to have
Ability to script in Python (pandas) and/or write basic SQL is an asset.
Experience with data integration and ETL processes (Extract, Transform, Load)
Banking/Financial industry preferred

Interview process: Minimum 2 rounds / Teams with camera on

Interview dates: Week of March 30th or earlier

How many rounds: 1 with hiring manager & 1 panel - could be a 3rd

Disclaimer:
AI may be used in evaluating candidates.
This posting is for an existing vacancy.

Apply

Apply on Kit Job: kitjob.ca/job/2g9ksa

📌 Senior Crm Data Analyst 88398 Toronto
🏢 S.i. Systems
📍 Toronto