Analyst, Business Analytics and Insights
CI Financial
Date: 13 hours ago
City: Toronto, ON
Contract type: Full time

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. POSITION SUMMARY This Data Analyst position will support the Investment and Product team at Company by delivering data-driven 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 product-related data to support initiatives that enhance portfolio performance, product positioning, and market competitiveness. This role is ideal for a detail-oriented, analytical professional who is passionate about leveraging data to optimize investment outcomes and guide high-impact business strategies.- Data Collection and Analysis: Gather, organize, and analyze investment-related 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 Decision-Making: Provide data-driven 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.
- 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 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.
- Experience in asset management or a related financial services field.
- Modern HQ location within walking distance from Union Station
- Equipment Purchase Program
- Training Reimbursement
- Paid Professional Designations
- Employee Share Purchase Program (ESPP)
- Corporate Discount Program
- Enhanced group benefits
- Parental Leave Top–up program
- Fitness membership discounts
- Volunteer paid Days
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