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 transparent 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

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

Clear, 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

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

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

Solid knowledge of ETL processes and data flows from operational systems to analytics environments





Experience with BI tools such as Business Objects and Tableau

Proficiency in SQL (highly preferred)

Working knowledge of metadata, lineage, data quality frameworks, and data governance

Proficiency with Confluence, Jira, Visio, and data modelling tools

Experience Minimum Requirement

5+ years of Business Analyst experience in data, reporting, or analytics environments

Must Have

Experience working closely with data architects, ETL developers, BI developers, finance teams, and business stakeholders

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.

For this role, your total rewards include

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.

We're proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization - an opportunity to step into a role where your talents will make a meaningful difference.

Some of the ways we'll help you fee

📌 Business Analyst (Toronto)
🏢 Fidelity Canada
📍 Toronto