Senior Data Analyst – Investment & Wealth Data

The Opportunity

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 transparent 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.

📌 Senior Data Analyst - Investment & Wealth Management (Toronto)
🏢 TALENT TO HIRE
📍 Toronto