- Clientis seeking aSenior Business Data Analystto join its Digital Product & Strategy team. This role will support enterprise-wide data automation, reporting, and data management initiatives following the implementation ofCharlesRiver Investment Management System.
- This is a highly business-facing role requiring strong knowledge of theasset management industry, especiallyfront-office trading workflows, while also bringing hands-on data analysis capability.
- The ideal candidate will act a bridge between business users and technology teams, working closely with Investment Management, Portfolio Management, Trading, Compliance, Operations, Sales, Marketing, and other internal stakeholders.
- Ideal Candidate Profileis not a pure Data Analyst and not a purely functional Business Analyst. This person should be abusiness-data hybridwith strong asset management knowledge, especially within front-office investment and trading environments.
- They should understand how data flows through investment systems, how front-office users consume and rely on data, and how to translate business needs into clear technical requirements.

Key Responsibilities

- Act as the main point of contact for assigned data and reporting projects.
- Partner with front-office, middle-office, and technology teams to gather, analyze, and document business requirements.
- Support data automation, reporting, and data management initiatives across the organization.
- Work closely with stakeholders to understand workflows, current-state processes, gaps, and future-state needs.
- Document requirements through BRDs, PRDs, user stories, acceptance criteria, workflows, process maps,



and use cases.
- Analyze complex data from multiple systems and present findings in clear, concise reports.
- Support Charles River-related workflows and broader investment data initiatives.
- Collaborate with data engineering, technology, and product teams to deliver solutions through the Agile lifecycle.
- Help maintain product/data roadmaps based on evolving business needs.
- Support data quality, data sourcing, reporting, and operational efficiency initiatives.

Must-Haves

- Strong experience inasset management, investment management, capital markets, or wealth management.
- Direct exposure tofront-office trading lifecycle / trading workflows.
- Experience working with investment, trading, portfolio, compliance, or order management systems.
- Strong business analysis experience, including requirements gathering, documentation, and stakeholder management.
- Solid SQL skills, including querying and analyzing complex datasets.
- Ability to work with both business and technical teams.
- Minimum5+ years of relevant experience; ideally 8-10+ years for stronger industry depth.

Nice-to-Haves

- Experience with other OMS / investment platforms such as Aladdin, Bloomberg,SimCorp, Broadridge, or similar systems.
- Snowflake experience.




- Python scripting experience, ideally intermediate level.
- Power BI, Tableau, or other BI/reporting tools.
- Consulting background within asset management or financial services.

Technical Skills

- Snowflake — nice to have
- Azure / cloud environments — nice to have
- Data management and data analysis

Soft Skills / Culture Fit

- High ownership and accountability.
- Responsive and proactive.
- Comfortable in a fast-paced, entrepreneurial environment.
- Strong communicator with business and technical stakeholders.
- Able to work independently with minimal direction.
- Comfortable with ambiguity and changing priorities.
- Collaborative and hands-on.
- Strong workethicand willingness to drive initiatives forward.

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location. For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

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📌 Senior Business Data Analyst (Toronto)
🏢 Collabera
📍 Toronto