Job Description Business Analyst – Data Warehouse & BI Reporting

Job Summary The Business Analyst – Data Warehouse & BI Reporting serves as a key member of the scrum team responsible for delivering data‑driven solutions within the Wealth Management Data Warehouse. This role bridges business needs with technical design by translating reporting and analytics requirements into clear user stories, data specifications, and acceptance criteria. The BA collaborates closely with the Product Owner, Data Architect, Data Analyst, DW Developers, BI Developers, and business stakeholders to shape data marts, ETL pipelines, and dashboards using Business Objects and Tableau. This role requires strong analytical capability, a solid grasp of data warehousing concepts, and experience supporting business intelligence and reporting initiatives.

Key Responsibilities

1. Requirements Gathering, Analysis & Stakeholder Engagement Lead the discovery, articulation, and clarification of business requirements for data warehouse, ETL, and BI reporting solutions. Translate business needs into user stories, data definitions, data and integration specifications, and acceptance criteria. Act as a liaison between business stakeholders, Product Owner, data architecture, and development teams. Success Measures: Explicit, accurate, complete requirements that reduce rework and streamline delivery/testing Strong alignment between business expectations and delivered outcomes High stakeholder satisfaction and effective communication across teams
2. Data Analysis, Source-to-Target Mapping & Data Modelling Support Perform data analysis including source data validation, data profiling, and data quality assessment. Create source-to-target mappings, document transformation logic,



and define metric calculations. Collaborate with Data Architect, Data Governance, and developers to shape data models aligned to business rules and reporting needs. Success Measures: Accurate data definitions, mappings, and business logic Reduced data-related defects during testing and report validation Scalable data structures supporting operational and reporting performance
3. BI Solution Design, Testing Support & Documentation Produce high‑quality documentation for reporting logic, metric definitions, and data flows. Translate business needs into BI reporting specifications including metrics, aggregation rules, layout, filters, and visuals. Ensure report logic supports business usability, consistency, and compliance requirements including role-based access. Support data validation and functional testing during QA/UAT phases. Success Measures: Accurate, user‑friendly BI deliverables that meet business objectives Complete and up‑to‑date documentation High UAT pass rates and low production defects

Skills & Knowledge

- Must Have: Strong understanding of data warehousing concepts and data mart design
- Must Have: Solid knowledge of ETL processes and data flows from operational systems to analytics environments
- Must Have: Experience with BI tools such as Business Objects and Tableau
- Must Have: Proficiency in SQL (highly preferred)
- Must Have:



Working knowledge of metadata, lineage, data quality frameworks, and data governance
- Must Have: Proficiency with Confluence, Jira, Visio, and data modelling tools
- Must Have: Experience working closely with data architects, ETL developers, BI developers, finance teams, and business stakeholders
- Experience Minimum Requirement: 5+ years of Business Analyst experience in data, reporting, or analytics environments
- Nice to Have: Experience in Wealth Management or Financial Services
- Education Minimum Requirement: University degree or equivalent work experience
- Must Have: Degree in Information Technology, Computer Science, Data/Analytics, or related fields

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well‑being tomorrow.

- Base Salary and Discretionary Performance Bonus: A competitive annual range of $111,000 to $129,000, based on your experience and qualifications.
- RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.
- Flexible working arrangements - 100% remote, hybrid, and in office options
- Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
- Comprehensive health perks that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
- Parental leave top‑up to 100% of your salary for a period of 25 weeks
- Up to $650 for home office equipment
- Generous time

📌 Business Analyst (Montreal)
🏢 Fidelity International
📍 Montreal