Senior Analyst, Wealth Data Foundations

BMO Financial Group; Toronto; On-site; CAD 54,000 - 102,000; Full time

Job summary

Join BMO Financial Group as a Senior Analyst in Wealth Data Foundations, where you'll work with a cloud-first data team to build robust data assets for wealth reporting and analytics. Ideal for recent graduates with a keen interest in data analytics, this role offers hands-on experience in transforming data into valuable business insights.

Benefits

Health Insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 3 years of experience in a data-focused role.
• Familiarity with AWS data services.
• Proficient in SQL and comfortable with large datasets.

Responsibilities

• Design and develop datasets that support wealth BI and analytics.
• Build data pipelines and transformation logic using SQL and AWS tools.
• Design dashboards and produce reports.

Skills

Decision Making

Data storytelling

Problem Solving

Systems Thinking

Education

Bachelor's degree in Computer Science

Information Systems

Data Science

Statistics

Tools

SQL

AWS

Power BI

Job description

We are looking for a Senior Analyst, Wealth Data Foundations to join our growing team of data specialist and help build scalable, high quality data assets that serve as the foundation for wealth reporting, analytics, business intelligence and machine learning. You'll be part of a fast-paced, cloud first data team building the foundations of wealth advanced analytics ecosystem. This is a hands on-role with room to grow technically and professionally.

The role is an ideal opportunity for recent graduates with some work experience in the field - who is eager to work hands -on with data in a cloud native environment (AWS).

You'll play a key role in transforming complex datasets into trusted, reusable data assets that power decision-making. Consults on analytical solutions to understand, analyze, and synthesize requirements, goals and objectives relative to data and business intelligence needs and to enable high-quality, fact-based business decisions to drive better business outcomes. Provides advice on the configuration, functionality, applicability, and usability of data management, data analytics, and data visualization technology solutions. Supports the development of the strategy and roadmap for data quality and data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools.

Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.

• Design, develop, and maintain foundational datasets that support wealth BI, reporting, analytics and machine learning.
• Build data pipelines and transformation logic using SQL and AWS tools(e.g, Glue, S3)
• Translate raw data into well structured, documented, and reusable data products
• Support data quality initiatives by profiling and validating data across systems.
• Work closely with business analyst, data scientists, technology and BI/reporting teams to align datasets with key use cases
• Participate in data governance practices by contributing to metadata, data lineage, and definitions
• Leverage SAS to support legacy analytics processes where needed.
• Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
• Ensure implementation of CDAO's data strategy
• Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
• Builds effective relationships with internal/external stakeholders.
• Designs, develops, and implements innovative analytical solutions.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
• Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).
• Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Designs, develops, and implements innovative analytical solutions.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
• Analyzes data and information to provide subject-matter insights and recommendations.
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
• Documents and maintain operational procedures and processes relating to analytical and reporting processes.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Bachelor's degree in Computer Science, Information Systems, Data Science, Statistics or a related field.
• 3 years of experience in a data focused role.(Strong Internships & Co-oop time can also be considered)

Foundational level of proficiency:

• Decision Making.
• Systems Thinking.
• Data storytelling.
• Illustration.
• Creative thinking.
• Problem Solving.
• Familiarity with AWS data services (Glue, S3 etc) or similar cloud platforms
• BI/reporting tools like power BI , Quick Sight is a Plus

Intermediate level of proficiency:

• Insights development and reporting.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Proficient in SQL and comfortable working with large, complex datasets
• Knowledge and experience in data preparation, data analysis, and statistical tool sets
• Technical proficiency gained through education and/or business experience.

Application Deadline:

06/20/2025

Address:

100 King Street West

Job Family Group:

Data Analytics & Reporting

We are looking for a Senior Analyst, Wealth Data Foundations to join our growing team of data specialist and help build scalable, high quality data assets that serve as the foundation for wealth reporting, analytics, business intelligence and machine learning. You'll be part of a fast-paced, cloud first data team building the foundations of wealth advanced analytics ecosystem. This is a hands on-role with room to grow technically and professionally.

The role is an ideal opportunity for recent graduates with some work experience in the field - who is eager to work hands -on with data in a cloud native environment (AWS).

You'll play a key role in transforming complex datasets into trusted, reusable data assets that power decision-making. Consults on analytical solutions to understand, analyze, and synthesize requirements, goals and objectives relative to data and business intelligence needs and to enable high-quality, fact-based business decisions to drive better business outcomes. Provides advice on the configuration, functionality, applicability, and usability of data management, data analytics, and data visualization technology solutions. Supports the development of the strategy and roadmap for data quality and data analytics, data modeling, reporting, business intelligence, and the design and development of sophisticated decision support tools.

Understands and articulates the business case of business questions and the estimated value being delivered. Designs dashboards and analyses to be performed, and appropriate visualization and analytics tools to use. Identifies trends and patterns to address identified business questions and provide insights through reporting and data visualization techniques. Works with other data and analytics professionals to optimize, refine, automate and scale analysis into repeatable analytics solutions and decision support tools.

• Design, develop, and maintain foundational datasets that support wealth BI, reporting, analytics and machine learning.
• Build data pipelines and transformation logic using SQL and AWS tools(e.g, Glue, S3)
• Translate raw data into well structured, documented, and reusable data products
• Support data quality initiatives by profiling and validating data across systems.
• Work closely with business analyst, data scientists, technology and BI/reporting teams to align datasets with key use cases
• Participate in data governance practices by contributing to metadata, data lineage, and definitions
• Leverage SAS to support legacy analytics processes where needed.
• Works with different teams, management and stakeholders to enhance the usability and aesthetic appeal of data analytics solutions deployed in the organization.
• Ensure implementation of CDAO's data strategy
• Translates business needs to technical specifications and evaluates existing data visualization systems in order to improve them.
• Builds effective relationships with internal/external stakeholders.
• Designs, develops, and implements innovative analytical solutions.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Breaks down strategic problems, and analyses data and information to provide subject matter insights and recommendations.
• Structures and assembles data into multi-dimensions with various granularities (e.g., demographics, customers, products, transactions).
• Monitors and tracks tool performance, user acceptance testing, and addresses any issues.
• Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
• Designs, develops, and implements innovative analytical solutions.
• Designs and produces regular and ad-hoc reports, and dashboards.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Supports development and execution of strategic analytics & reporting initiatives in collaboration with internal and external stakeholders.
• Analyzes data and information to provide subject-matter insights and recommendations.
• Develops tools and delivers training programs for use of reporting tools and self-serve analytics by non-analytical end users; may include delivery of training to audiences.
• Documents and maintain operational procedures and processes relating to analytical and reporting processes.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Bachelor's degree in Computer Science, Information Systems, Data Science, Statistics or a related field.
• 3 years of experience in a data focused role.(Strong Internships & Co-oop time can also be considered)

Foundational level of proficiency:

• Technical design optimization.
• Decision Making.
• Systems Thinking.
• Data mining.
• Data visualization.
• Data storytelling.
• Illustration.
• Creative thinking.
• Problem Solving.
• Familiarity with AWS data services (Glue, S3 etc) or similar cloud platforms
• BI/reporting tools like power BI , Quick Sight is a Plus

Intermediate level of proficiency:

• Insights design.
• Insights development and reporting.
• Verbal & written communication skills.
• Collaboration & team skills.
• Analytical and problem solving skills.
• Data driven decision making.
• Data transformation, cleansing , normalization
• Proficient in SQL and comfortable working with large, complex datasets
• Knowledge and experience in data preparation, data analysis, and statistical tool sets
• Technical proficiency gained through education and/or business experience.

Salary :

$54,500.00 - $101,500.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the company

The Bank of Montreal is a Canadian multinational investment bank and financial services company.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.