Analytics & Business Applications Analyst – Asset Management / Analyste en analytique et applic[...]

PineStone Asset Management Inc.; Montreal; On-site; CAD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Collaborative culture

Challenging work environment

Job summary

A financial services firm in Montreal is seeking a talented Analytics & Business Applications Analyst to enhance workflows and reporting solutions. The ideal candidate should have a degree in Engineering or Data Science, and at least 3 years of experience in a data-driven role, preferably in asset management. Skills in Microsoft Power Platform and strong communication are essential. This full-time position offers competitive compensation within a collaborative work environment.

Qualifications

• Minimum 3 years' experience as a Business Analyst or in a data-driven environment.
• Strong understanding of business processes with the ability to analyze complex workflows.
• Experience in asset management or investment operations is a strong asset.

Responsibilities

• Design and build workflows and business applications for asset management functions.
• Deliver dashboards and reporting solutions for data-driven decision-making.
• Identify opportunities for enhancement of business processes and improve efficiency.

Skills

Data analysis

Business intelligence

Communication

Process improvement

Microsoft Power Platform

Education

Bachelor’s or Master’s degree in Engineering, Data Science, Computer Science

Tools

Snowflake

Microsoft Power BI

Matillion

dbt

Job description

Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager founded in 2021. PineStone is focused exclusively on helping clients achieve their financial goals by investing in what we believe to be the highest-quality companies worldwide. PineStone is led by Nadim Rizk, a seasoned portfolio manager with over 25 years of experience. Visit our website at: https://www.pinestoneam.com/

• Our mission : To create extraordinary value for our clients and their beneficiaries over many years.
• Our vision : To be the gold standard for fundamental research, portfolio construction and long-term quality growth investing
• Our values : We foster a culture of commitment, integrity, drive, diligence, and patience.

PineStone Asset Management Inc. is looking for a talented Analytics & Business Applications Analyst to join our dynamic and growing team. This newly created position will play a pivotal role within our firm, focusing on building and optimizing workflows, datasets, processes, applications and reports to support asset management operations. You will act as a bridge between business needs and systems, translating requirements into innovative solutions. This role is based in Montreal and is an in-office position, requiring close collaboration with team members on‑site.

KEY RESPONSIBILITIES

• Workflow & Business Application Development – Design, build, and refine workflows and business applications for various asset management functions (operational workflows, internal reporting, etc.). Engage with stakeholders across the firm to transform fragmented processes into efficient, reliable and scalable business applications (using tools like Microsoft Power Platform).
• Business Intelligence & Insights – Design and deliver intuitive dashboards and reporting solutions that empower teams with actionable insights. Enable data‑driven decision‑making by transforming complex information into clear, strategic narratives.
• Analytics Engineering – Orchestrate and transform data across the organization to produce datasets tailored for specific business needs. Collaborate with business and data specialists to implement workflows and analytical tools powered by our data warehouse.
• Continuous Improvement – Identify opportunities for enhancement of business processes. Use feedback to iterate on solutions and share best practices to improve overall operational efficiency. Create and maintain comprehensive documentation and user guides for all automated processes, datasets, dashboards, and applications, ensuring knowledge transfer and continuity.

REQUIRED SKILLS & EXPERIENCE

• Bachelor’s or Master’s degree in Engineering, Data Science, Computer Science, or a related field.
• Minimum 3 years' experience as a Business Analyst or analytics/process‑improvement role in a data‑driven environment.
• Previous experience in asset management or investment operations is a strong asset. Strong understanding of business processes and the ability to analyze complex workflows.
• Ability to break down business problems and structure data‑driven solutions that are practical and effective.
• Hands‑on experience building dashboards and applications using Microsoft Power Platform (Power BI, PowerApps).
• Familiarity with the modern data stack is highly desirable (including tools such as Snowflake, Matillion, dbt).
• Comfortable autonomously learning new systems as needed.
• Intellectual curiosity with a drive to understand not just the “what” but the “why” behind processes.
• Initiative and self‑motivated to identify issues and propose solutions without waiting for direction.
• Excellent communication skills to convey complex ideas in simple terms and collaboration skills to work effectively in cross‑functional teams.
• Strong conceptual thinking skills with the ability to distill complexity, identify underlying patterns, and frame issues within broader strategic or systemic contexts.
• Lean Six Sigma (Green Belt or Black Belt) for process improvement and operational efficiency expertise, a strong asset.

COMPENSATION AND BENEFITS

• Competitive compensation and benefits package
• A culture of collaboration and excellence
• A challenging work environment and the unique opportunity to join a growing firm

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Engineering and Information Technology

Industries

Investment Management