Data Analyst

ATB Financial; Calgary; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

A financial services firm in Calgary is seeking a Data Analyst to support investment management teams. The role involves managing the data lifecycle, transforming data with SQL, and creating dashboards using Tableau. The ideal candidate holds a Master's degree and has experience in data analysis within the Wealth Management domain. This position emphasizes data governance and offers a hybrid work arrangement, requiring one day on-site per week.

Qualifications

• 2+ years of professional experience in data analysis, preferably in Wealth or Asset Management.
• Strong proficiency in SQL for data transformation and aggregation.
• High proficiency with Tableau Desktop and experience creating interactive dashboards.

Responsibilities

• Design user-friendly Tableau dashboards to communicate key metrics.
• Write efficient SQL queries to transform data for analysis.
• Ensure data quality and compliance with governance standards.

Skills

Data analysis

SQL

Data visualization

Problem solving

Communication

Data governance

Education

Master’s degree or PhD in a related quantitative field

Tools

Google BigQuery

Tableau

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

As ATB’s next Data Analyst, you will support ATB Investment Management (ATBIM)’s Investment and Wealth Management teams on bridging the gap between complex investment data and actionable business insights. You will be responsible for the end-to-end data lifecycle, from writing efficient SQL transformations in Google BigQuery to designing compelling, storytelling dashboards in Tableau.

This role has a special emphasis on Private Investment Counsel (PIC) and Investment Funds. You will work closely with the PIC and Investment Fund Management (IFM) teams to translate ATBIM’s data into clear actionable insights. This analysis will support strategic decision-making and positioning within the market and competitive landscape. You will champion the modernization of our reporting, moving us away from manual Excel processes toward automated, scalable self-serve cloud solutions. You will also play a key role in maintaining data governance standards and ensuring the operational health of our data pipelines.

This is a 16-month full-time term position ending on 2027-03-31.

This position has a hybrid work arrangement. On average, this means 1 day on-site per week. Please note that this is subject to change due to business priorities.

Accountabilities

• Investment Analytics & Visualization:
  • Design intuitive, user-friendly, and visually compelling Tableau dashboards that effectively communicate key metrics, including fund risk and return profiles, and profitability.
  • Build proof-of-concept visualizations and interactive tools to support sales enablement and the strategic reporting needs of our investment funds.
  • Analyze large datasets to identify trends and tell complex data stories that allow stakeholders (Executives, PIC, IFM, Sales, Compliance) to make prescriptive and data-driven decisions.
  • Collaborate with ATBIM stakeholders to define strategic reporting needs and translate them into technical specifications for visualizations.
• Data Modelling & Engineering:
  • Write complete and efficient SQL queries within BigQuery to transform, aggregate, and clean raw data into analysis-ready datasets.
  • Develop and maintain reliable data models that serve as the "single source of truth" for business reporting, replacing redundant manual data extraction processes.
  • Identify opportunities to streamline legacy Excel/Google Sheet reporting, reducing redundancies and automating data ingestion into the cloud environment.
  • Manage the setup of new data ingestions and troubleshoot data issues, coordinating efforts between vendors and internal technical teams (TIE).
• Data Governance & Operations:
  • Collaborate with the Data Governance team to define, implement, and enforce data policies and standards.
  • Conduct quarterly access reviews for sensitive and protected data assets within BigQuery and Tableau to ensure security compliance.
  • Implement data validation checks and alerts to ensure the accuracy and consistency of financial data, prioritizing the reliability of our Investment Fund reporting.

Skills, Experience & Requirements

• Master’s degree or PhD in Business, Economics, Statistics, Computer Science, or a related quantitative field.
• Experience: 2+ years of professional experience in data analysis, reporting, or business intelligence. Experience within the Wealth or Asset Management industry is highly desirable.
• Technical Stack: Strong proficiency in SQL (specifically Google BigQuery) for data transformation and aggregation. Experience moving data workflows from Excel/Spreadsheets to SQL environments is a strong plus.
• Visualization: High proficiency with Tableau Desktop, with a portfolio of experience creating interactive dashboards, publishing to Tableau Server, and optimizing dashboards for performance (fast load times). A passion for using data visualization to simplify complex stories is essential.
• Domain Knowledge: Experience working with Investment Funds data is highly desirable. Familiarity with asset management industry terms and concepts such as Bonds, Equities, ETFs, Mutual Funds reporting will be an advantage.
• Communication: Strong verbal and written communication skills, with the ability to translate complex technical analysis into actionable insights for non-technical business partners.
• Problem Solving: Ability to troubleshoot data discrepancies, streamline inefficient reporting processes, and ensure data quality across multiple systems.
• Familiarity with data governance principles, including access control reviews and data privacy standards.
• Ability to communicate technical concepts to non-technical stakeholders in Investment Operations and Compliance.

Don’t meet all the requirements on the list? A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail]

Stay in touch

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