Investment Analytics & Insights Specialist

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

Benefits offered by this job

Modern HQ location

Equipment Purchase Program

Training Reimbursement

Paid Professional Designations

Employee Share Purchase Program

Corporate Discount Program

Enhanced group benefits

Parental Leave Top-up program

Fitness membership discounts

Job summary

A leading financial services firm in Toronto is seeking an experienced Investment Analyst to support the Investment and Product team. The role involves delivering data-driven insights to enhance portfolio performance and inform investment strategies. Candidates should hold a Bachelor's in a relevant field and have over 2 years of experience in data analysis within financial services. Proficiency in SQL and data visualization tools like Tableau is essential, along with strong analytical skills. This position offers a competitive salary and comprehensive benefits.

Qualifications

• 2+ years of experience in data analysis, preferably in financial services.
• Proficiency in SQL and data visualization tools.
• Strong analytical and communication skills.

Responsibilities

• Gather and analyze investment-related data to inform strategy.
• Develop reports and dashboards for investment leadership.
• Collaborate with the data engineering team for data accuracy.

Skills

Data analysis

Business intelligence

SQL

Data visualization

Analytical mindset

Communication skills

Problem-solving

Education

Bachelor's degree in Mathematics, Business, Finance, Economics, Statistics, or Data Science

Tools

Tableau

Job description

A leading financial services firm in Toronto is seeking an experienced Investment Analyst to support the Investment and Product team. The role involves delivering data-driven insights to enhance portfolio performance and inform investment strategies. Candidates should hold a Bachelor's in a relevant field and have over 2 years of experience in data analysis within financial services. Proficiency in SQL and data visualization tools like Tableau is essential, along with strong analytical skills. This position offers a competitive salary and comprehensive benefits.