Senior Data Analyst – Investment & Wealth Data
The Prospect
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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📌 Senior Data Analyst – Investment & Wealth Management (Ontario)
🏢 TALENT TO HIRE
📍 Ontario