Investment Data Analyst at Equitable

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity: At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you. Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

The Investment Data Analyst plays a key role in ensuring investment data is accurate, complete, and timely to support asset managers and teams responsible for risk measurement, performance reporting, and management reporting. This position is responsible for investment data operations, data quality reviews, reporting support, and issue resolution across a range of investment data processes. It is an excellent opportunity for a detail-oriented data professional to contribute to investment data management, analytics, performance reporting, and operational controls while working in a collaborative Asset Management environment.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement, and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do

• Support the operation of the investment data landscape, including data quality monitoring, issue investigation, and resolution activities.
• Review monthly and quarterly reports to ensure the completeness and accuracy of investment data, taking appropriate corrective action when issues are identified.
• Support and enforce established data standards, governance practices, and guidelines related to investment and master data.
• Identify opportunities to enhance data quality, reporting processes, and overall data management practices.
• Create, maintain, and enrich master data records with a high degree of accuracy and timeliness.
• Serve as a subject matter resource for master data creation and maintenance, including data storage structures, data mining, and data cleansing activities.
• Develop, maintain, and enhance custom reports using internal systems, data vendors, and reporting tools.
• Extract, transform, analyze, and report on data from primary and secondary sources using automated tools and processes.
• Support risk measurement, investment capital, investment cash flow, performance, attribution, benchmark reporting, and management information reporting.
• Contribute to ad hoc projects, continuous improvement initiatives, and operational risk management by following established procedures and identifying process gaps or potential risks.

What you’ll bring

• University degree in Computer Science, Actuarial Science, Statistics, Finance, or a related discipline.
• One to three years of experience as a Data Analyst or in a related analytical role.
• Experience with ELT and ETL data processing concepts, methodologies, and best practices.
• Strong analytical skills with demonstrated experience managing, manipulating, validating, and interpreting complex data sets.
• Experience using data analytics and reporting tools such as Power BI.
• Knowledge of database management, data platform architecture, data modelling, database optimization, and data management practices.
• Proficiency in programming and scripting languages, including SQL, Python, and VBA.
• Advanced Microsoft Excel skills with the ability to perform complex calculations and analysis.
• Strong technical, quantitative, and problem-solving abilities, including identifying data anomalies and supporting issue resolution.
• Exceptional attention to detail, a commitment to reporting accuracy, and strong communication skills with the ability to collaborate effectively with stakeholders across Asset Management, Technology, Compliance, and Finance.

What’s in it for you

• Career Growth: Regular learning sessions and development opportunities
• Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching
• Time Away: Competitive vacation plus one paid volunteer day each year
• Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

At Equitable, we’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at [email protected]. We’re happy to help.

Your base pay will be based on your skills, qualifications, experience and education. In addition to your salary, this role is eligible for a discretionary annual incentive award tied to business performance, plus a wide range of competitive benefits.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included.

Reports To: Director Investment Finance & Operations

Department: Asset Management

Term: Permanent Full-Time,

This position is open and we are excited to find the right person to join our team.

As part of the recruitment process, you will need to go through background screening, as per our company policy.