Data Analyst

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 Operations(Client Services, Back Office Administration, IT) teams at CI Financial by delivering insights that help optimize operational performance, effectiveness and efficiency. Reporting to the Director, Business Analytics & Insights, this individual will be responsible for gathering, analyzing, and reporting data to support strategic decisions that drive operational effectiveness and strengthen relationships with internal stakeholders. This role is ideal for a detail-oriented, data-driven individual who is passionate about using analytics to make a tangible impact on operational success.

Key Responsibilities

• Data Collection and Analysis: Gather, organize, and analyze operational data related to process performance, resource utilization, and service delivery to identify trends and opportunities for improvement.
• Performance Reporting: Develop and maintain regular operational reports and dashboards for operations leadership, focusing on process efficiency, resource allocation, and performance against key metrics.
• Insights for Operational Efficiency: Provide data-driven insights on operational performance, helping to identify areas for improvement and optimize operational strategies.
• Data Quality and Integrity: Work with the data engineering team to ensure data accuracy and integrity, performing regular data checks and troubleshooting discrepancies.
• Ad Hoc Analysis: Perform ad hoc analyses as requested by the operations team or leadership to address specific questions, test hypotheses, and support strategic initiatives.

Qualifications

• Education: Bachelor’s 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 operations analytics, preferably within a financial services or B2B environment. Background in Client Services or Back Office administration an asset.
• 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.
• Problem-Solving: Proactive problem-solver with the ability to think critically and provide data-driven 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 highest-quality investments and advice.   Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced 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 in-office 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 Top–up 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 at [email protected], or call 416-364-1145 ext. 4747.