Analyst, Business Analytics and Insights
Analyst, Business Analytics and Insights
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Job Description
At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.
This Data Analyst position will support the Investment and Product team at Company by delivering datadriven insights that inform strategic investment decisions and product development. Reporting to the Director Business Analytics & Insights this individual will be responsible for gathering analyzing and interpreting complex investment and productrelated data to support initiatives that enhance portfolio performance product positioning and market competitiveness. This role is ideal for a detailoriented analytical professional who is passionate about leveraging data to optimize investment outcomes and guide highimpact business strategies.Position Summary
This Data Analyst position will support the Investment and Product team at Company by delivering datadriven insights that inform strategic investment decisions and product development. Reporting to the Director Business Analytics & Insights this individual will be responsible for gathering analyzing and interpreting complex investment and productrelated data to support initiatives that enhance portfolio performance product positioning and market competitiveness. This role is ideal for a detailoriented analytical professional who is passionate about leveraging data to optimize investment outcomes and guide highimpact business strategies.
Data Collection and Analysis: Gather organize and analyze investmentrelated data including fund flows portfolio performance market trends and product usage to uncover insights that inform investment strategy and product development.
Performance Reporting: Develop and maintain regular reports and dashboards for investment leadership highlighting product performance benchmark comparisons asset allocation trends and client segment behaviors.
Insights for Investment DecisionMaking: Provide datadriven insights to support portfolio construction product positioning and competitive analysis helping to refine investment strategies and identify emerging opportunities.
Data Quality and Integrity: Collaborate with the data engineering team to ensure data accuracy and consistency across investment datasets performing regular validations and resolving data issues as needed.
Ad Hoc Analysis: Conduct targeted analyses to support strategic initiatives evaluate investment hypotheses and answer specific questions posed by the Investment and Product teams or senior leadership.
Qualifications
- Education: Bachelors degree in a relevant field such as Mathematics Business Finance Economics Statistics Data Science or a related area.
- Experience: 2 years of experience in data analysis business intelligence or Risk and Portfolio analytics preferably within a financial services or B2B environment.
- Technical Skills: Proficiency in SQL and data visualization tools (e.g. Tableau).
- Analytical Mindset: Strong analytical skills with a proven ability to interpret data and create actionable insights.
- Attention to Detail: Meticulous attention to data accuracy and ability to work with large data sets to ensure data quality.
- Communication Skills: Strong written and verbal communication skills with the ability to present findings in a clear and impactful way for business stakeholders.
- ProblemSolving: Proactive problemsolver with the ability to think critically and provide datadriven solutions.
Preferred Qualifications
- Experience in asset management or a related financial services field.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.
A Supportive Environment for Success
We offer an inoffice environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.
WHAT WE OFFER
- Modern HQ location within walking distance from Union Station
- Training Reimbursement
- Paid Professional Designations
- Employee Savings Plan (ESP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Topup program
- Paid time off for Volunteering
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or callext. 4747.
Required Experience:
IC
Employment Type
Full-Time
