Senior Data Analyst – Investment & Wealth Data

The Chance

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
Solid 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
Solid 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 Toronto
🏢 TALENT TO HIRE
📍 Toronto