Associate Director, Client Data & Analytics

Jobtailor; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a senior client reporting professional to lead production and governance of recurring client reporting deliverables in a data-driven environment.

The role emphasizes accuracy, scalable reporting solutions, and collaboration with tech teams to improve data sources and controls, while mentoring analysts and driving continuous improvement across ESG and investment reporting workflows.

Qualifications

• Bachelor’s degree in a related field.
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services.
• Advanced Excel with complex formulas and large-scale workbook management.
• Strong SQL and data analysis capabilities.
• Experience with Power BI or Tableau.
• CPA/CFA/CBIP/PMP are assets.

Responsibilities

• Lead production and governance of recurring client reporting deliverables
• Ensure accuracy, completeness, and consistency of data used in client reports
• Develop and maintain reporting methodologies, business rules, and quality controls
• Translate client requirements into scalable reporting solutions
• Support custom client requests and analytical inquiries
• Coordinate sustainability and ESG reporting across portfolios
• Maintain reporting models, templates, and supporting documentation
• Establish data quality standards and investigate data issues
• Develop controls and reconciliations and implement corrective actions
• Partner with technology teams to improve source data management
• Identify process-streamlining and operational-efficiency opportunities
• Lead automation initiatives using BI tools and data solutions
• Standardize reporting workflows to reduce operational risk
• Advise business leaders and client relationship managers
• Facilitate discussions to resolve reporting issues
• Mentor analysts and establish best practices
• Foster accountability and client service excellence

Skills

Client reporting management

Advanced Excel proficiency

SQL data analysis

Business intelligence tools

ESG reporting familiarity

Education

Bachelor's degree in Business/Finance/Data Analytics (or related)

Tools

Power BI

Tableau

Reporting tools

Job description

• Lead production and governance of recurring client reporting deliverables
• Ensure accuracy, completeness, and consistency of data used in client reports
• Develop and maintain reporting methodologies, business rules, and quality controls
• Translate client requirements into scalable reporting solutions
• Support custom client requests and analytical inquiries
• Coordinate sustainability and ESG reporting across General Account and third-party client portfolios
• Maintain reporting models, templates, and supporting documentation for sustainable investment activity
• Establish data quality standards and investigate data issues through root cause analysis
• Develop controls and reconciliations and implement corrective actions
• Partner with technology teams to improve source data management and governance
• Identify process-streamlining and operational-efficiency opportunities
• Lead automation initiatives using reporting tools, business intelligence platforms, and data solutions
• Standardize reporting workflows and implement scalable controls to reduce operational risk
• Advise business leaders, investment teams, operations, compliance, and client relationship managers
• Facilitate discussions to resolve reporting issues and align business requirements
• Mentor analysts and junior team members and establish reporting, analytics, and quality-assurance best practices
• Foster accountability, continuous improvement, and client service excellence

Requirements

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Statistics, Mathematics, Information Systems, or a related field
• 4+ years of progressive experience in client reporting, investment operations, analytics, data management, or financial services
• Experience managing complex reporting processes and delivering executive-level insights
• Advanced proficiency in Excel, including complex formulas, data validation, reconciliation techniques, and large-scale workbook management
• Strong understanding of investment reporting, performance reporting, or financial services data environments
• Experience with business intelligence and data visualization tools such as Power BI and Tableau
• Strong SQL and data analysis capabilities
• Familiarity with ESG, sustainability, or investment classification frameworks is highly desirable
• Experience managing large datasets and complex reporting models
• Professional designation such as CPA, CFA, CBIP, PMP, or equivalent is considered an asset
• Required to declare personal investment accounts and securities investments and seek preclearance on future transactions, including those of household members

Core Competencies

Demonstrates expertise in client reporting, data management, and investment operations, with a strong focus on accuracy, quality control, and process improvement. Proficient in utilizing business intelligence tools and advanced Excel techniques to deliver actionable insights and scalable reporting solutions.

Highest-signal resume keywords

• Client Reporting Management
• Advanced Excel Proficiency
• SQL Data Analysis
• Business Intelligence Tools
• ESG Reporting Familiarity

Hard Skills

• Data Management
• Reporting Methodologies
• Quality Control
• Root Cause Analysis
• Data Validation
• Reconciliation Techniques
• Large Dataset Management
• Complex Reporting Models
• Performance Reporting
• Investment Reporting

Soft Skills

• Mentoring
• Client Service Excellence
• Continuous Improvement
• Facilitation
• Accountability

Certifications & Qualifications

• CPA
• CFA
• CBIP
• PMP

Industry Keywords

• Sustainability
• ESG
• Investment Operations
• Financial Services
• Data Visualization

Tools & Technologies

• Power BI
• Tableau
• Business Intelligence Platforms
• Reporting Tools