Investment Data & Reporting Analyst

AGF Management; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

AGF Management is seeking an Information Delivery Analyst in Toronto to examine requirements and develop investment reports across portfolios. You will coordinate with internal teams to deliver accurate data to business partners and maintain documentation.

You should have 2+ years of related experience, a university degree, strong SQL skills, and familiarity with BI tools and relational databases. The role demands attention to detail and independent work within Investment Operations.

Qualifications

• Minimum 2 years of related work experience.
• University degree in a relevant area of study.
• Strong attention to detail and accuracy.
• Excellent listening, interpersonal, written and oral communication skills.
• Ability to work independently with minimal supervision.

Responsibilities

• Develop, generate and maintain reports on portfolios covering different asset classes.
• Utilize SQL and other coding languages to extract and summarize data from multiple investment systems.
• Collaborate with the development team to ensure data flows correctly through systems.
• Facilitate recurring and ad-hoc requests from internal and external parties.
• Meet with stakeholders to define reporting requirements and goals.
• Communicate reporting changes and improvements to stakeholders.
• Ensure proper documentation for all processes.
• Coordinate and perform in-depth tests, including end-user reviews, for new/modified processes.

Skills

SQL

Relational databases

BI tools

Education

University degree

Tools

Business intelligence tools

Relational databases

Job description

AGF Management is seeking an Information Delivery Analyst in Toronto to examine requirements and develop investment reports across portfolios. You will coordinate with internal teams to deliver accurate data to business partners and maintain documentation.

You should have 2+ years of related experience, a university degree, strong SQL skills, and familiarity with BI tools and relational databases. The role demands attention to detail and independent work within Investment Operations.