Senior Data Analyst - Investment & Wealth Management

Senior Data Analyst – Investment & Wealth Data Toronto | 4 Days Onsite 5+ Years Experience 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 Nice to Have Snowflake • ETL/ELT • Bitbucket/Git • Financial Services 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. Please apply only if you meet the core Investment/Wealth + SQL + Dashboard requirements. follow me: https://www.linkedin.com/in/ssheybani Talent To Hire Inc. uses Workwolf’s AI-enabled tools to sort and screen applications based on job-related criteria. All hiring decisions involve human review.