Analyst, Business Analytics and Insights

CI Financial; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a Data Analyst to support the Investment and Product team. The role involves gathering and analyzing complex data to inform strategic decisions and enhance portfolio performance. Ideal candidates will have a strong analytical mindset and proficiency in SQL and data visualization tools. The company offers a supportive environment with competitive benefits and opportunities for professional growth.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Qualifications

• 2+ years of experience in data analysis or business intelligence.
• Proficiency in SQL and data visualization tools.

Responsibilities

• Gather, organize, and analyze investment-related data.
• Develop and maintain reports and dashboards for investment leadership.
• Provide data-driven insights to support portfolio construction.

Skills

Analytical Mindset

Attention to Detail

Communication Skills

Problem-Solving

Education

Bachelor’s degree in Mathematics

Bachelor’s degree in Business

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Statistics

Bachelor’s degree in Data Science

Tools

SQL

Tableau

Job description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

This Data Analyst position will support the Investment and Product team at Company by delivering data-driven insights that inform strategic investment decisions and product development. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and interpreting complex investment and product-related data to support initiatives that enhance portfolio performance, product positioning, and market competitiveness. This role is ideal for a detail-oriented, analytical professional who is passionate about leveraging data to optimize investment outcomes and guide high-impact business strategies.

Position Summary

This Data Analyst position will support the Investment and Product team at Company by delivering data-driven insights that inform strategic investment decisions and product development. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and interpreting complex investment and product-related data to support initiatives that enhance portfolio performance, product positioning, and market competitiveness. This role is ideal for a detail-oriented, analytical professional who is passionate about leveraging data to optimize investment outcomes and guide high-impact business strategies.

• Data Collection and Analysis: Gather, organize, and analyze investment-related data, including fund flows, portfolio performance, market trends, and product usage, to uncover insights that inform investment strategy and product development.
• Performance Reporting: Develop and maintain regular reports and dashboards for investment leadership, highlighting product performance, benchmark comparisons, asset allocation trends, and client segment behaviors.
• Insights for Investment Decision-Making: Provide data-driven insights to support portfolio construction, product positioning, and competitive analysis, helping to refine investment strategies and identify emerging opportunities.
• Data Quality and Integrity: Collaborate with the data engineering team to ensure data accuracy and consistency across investment datasets, performing regular validations and resolving data issues as needed.
• Ad Hoc Analysis: Conduct targeted analyses to support strategic initiatives, evaluate investment hypotheses, and answer specific questions posed by the Investment and Product teams or senior leadership.
  
  

Qualifications

• Education: Bachelor’s degree in a relevant field such as Mathematics, Business, Finance, Economics, Statistics, Data Science, or a related area.
• Experience: 2+ years of experience in data analysis, business intelligence, or Risk and Portfolio analytics, preferably within a financial services or B2B environment.
• Technical Skills: Proficiency in SQL and data visualization tools (e.g., Tableau).
• Analytical Mindset: Strong analytical skills, with a proven ability to interpret data and create actionable insights.
• Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
• Communication Skills: Strong written and verbal communication skills, with the ability to present findings in a clear and impactful way for business stakeholders.
• Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven solutions.
  
  

Preferred Qualifications

• Experience in asset management or a related financial services field.
  
  

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

What We Offer

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering
  
  

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.