Investment Data Business Analyst

LumiQ Solutions; Toronto; Hybrid; CAD 75,000 - 100,000; Full time

Job summary

A leading investment management organization is seeking an Investment Data Business Analyst to enhance data lineage, documentation, and governance for both public and private asset classes. This role involves mapping data workflows, identifying dependencies, and collaborating with investment teams to support stringent data governance and quality.

Qualifications

• Proven experience as a Data Business Analyst in investment management.
• Strong knowledge of private markets data workflows.
• Detail-oriented with strong analytical and organizational skills.

Responsibilities

• Lead structured discovery sessions to understand data workflows.
• Document current-state data flows and lineage.
• Collaborate with teams to inform future-state data platform requirements.

Skills

Investment data workflows

Data lineage mapping

Strong communication skills

Analytical skills

Tools

Collibra

Informatica

Alation

Job description

Investment Data Business Analyst – Private Assets Focus

Type : Contract

Overview :

Our client, a leading investment management organization, is seeking a highly skilled Investment Data Business Analyst to support a strategic data initiative focused on enhancing data lineage, documentation, and governance across both public and private asset classes. This role will play a critical part in mapping end-to-end data workflows, identifying data dependencies, and supporting future-state data architecture planning.

The ideal candidate will bring a strong understanding of investment data workflows , with a particular emphasis on private markets , and possess the ability to collaborate effectively with investment teams and technology stakeholders.

Key Responsibilities :

• Lead structured discovery sessions across investment teams (public and private assets) to understand data creation, consumption, and transformation workflows.
• Document current-state data flows and lineage from both business and system perspectives, focusing on upstream and downstream processes outside of a proprietary data warehouse.
• Map data sources, ingestion pipelines, and handoff points to assess synchronization, scalability, and operational efficiency.
• Engage with business users to identify pain points, data quality challenges, and unmet data needs.
• Standardize business terms, data definitions, and associated metadata to support governance and improve data consistency across the organization.
• Create clear traceability between data sources and business use cases to enable alignment with target-state architecture and strategic objectives.
• Collaborate with data governance, architecture, and engineering teams to inform future-state data platform requirements.

Required Qualifications :

• Proven experience as a Data Business Analyst within an investment management , asset management , or financial services environment.
• Strong knowledge of private markets data workflows (e.g., private equity, private credit, infrastructure).
• Demonstrated experience in data lineage mapping, process documentation, and metadata capture.
• Familiarity with enterprise data warehouse environments, data ingestion pipelines, and cloud-based data platforms.
• Strong communication and stakeholder engagement skills, with experience working across front-office investment teams and technical teams.
• Detail-oriented with strong analytical and organizational skills.

Preferred Qualifications :

• Located in or near Toronto , with the ability to work in a hybrid capacity.
• Experience with data governance tools and frameworks (e.g., Collibra, Informatica, Alation).
• Understanding of regulatory requirements or reporting frameworks relevant to investment data.

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