Senior Data Analyst – Investment & Wealth Management

Talent To Hire Inc.; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Talent To Hire Inc. is seeking a Senior Data Analyst to support a major data migration, integration and BI initiative in the investment/wealth space.

You will combine investment/wealth data knowledge with advanced SQL and dashboard development to translate complex information into actionable insights. The role focuses on building dashboards, profiling data, mapping source-to-target data, and collaborating with Data Engineers and business stakeholders to ensure ETL/ELT success and data quality

Qualifications

• 5+ years of Data/BI Analyst experience in investment/wealth data context.
• Hands-on experience with investment, asset management, portfolio or wealth data.
• Advanced SQL skills to independently write and analyze complex queries.
• Strong dashboard/visualization experience with Power BI, Tableau, Sigma or similar.
• Experience with data migration, integration or data warehousing.
• Proficient in data profiling, mapping and reconciliation.

Responsibilities

• Build insightful dashboards using Power BI, Tableau, Sigma or similar BI tools.
• Write, analyze and troubleshoot complex SQL queries.
• Investigate source systems, databases, reports and data structures.
• Reverse-engineer undocumented business rules and data logic.
• Perform source-to-target data mapping, profiling and reconciliation.
• Identify data-quality gaps and transformation requirements.
• Support large-scale data migration and integration.
• Collaborate with Data Engineers and stakeholders on ETL/ELT logic.
• Produce data dictionaries, mapping documents and gap analyses.
• Support data validation, testing and UAT.

Skills

Advanced SQL

Power BI

Tableau

Sigma

Data migration

Data warehousing

Data profiling

Data mapping

Tools

Power BI

Tableau

Sigma

Job description

Senior Data Analyst – Investment & Wealth Data

The Opportunity

We are looking for an experienced, hands‑on Data Analyst to support a major data migration, integration and business intelligence initiative within the investment/wealth management space.

This is not a general reporting role. We need someone who combines strong investment/wealth data knowledge, complex SQL and dashboard development with the ability to investigate data, uncover business logic and turn complex information into meaningful business insights.

Key Responsibilities

• Build insightful business dashboards using Power BI, Tableau, Sigma or similar BI tools
• Write, analyze and troubleshoot complex SQL queries
• Investigate source systems, databases, reports and existing data structures
• Reverse-engineer undocumented business rules and data logic
• Perform source-to-target data mapping, profiling and reconciliation
• Identify data‑quality gaps and transformation requirements
• Support large‑scale data migration and integration
• Partner with Data Engineers and business stakeholders to validate requirements and ETL/ELT logic
• Produce clear data dictionaries, mapping documents and gap analyses
• Support data validation, testing and UAT

Must‑Have Experience

• 5+ years of Data/BI Analyst experience ( 5‑9 years )
• Hands‑on experience with investment, asset management, portfolio or wealth data
• Investment/wealth experience preferably outside the major Canadian banks
• Advanced SQL — able to independently write and analyze complex queries
• Strong Power BI, Tableau, Sigma or comparable dashboard/visualization experience
• Data migration, integration or data warehousing experience
• Strong data profiling, mapping and reconciliation skills
• Ability to work through complex and poorly documented data environments
• Strong communication with both technical and business stakeholders

Who We Want to Meet

If you can confidently discuss how you have worked with investment/portfolio data, written complex SQL, built business‑facing dashboards, and investigated data across source and target systems, we want to hear from you.