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Salary
$55k – $95k per year
Location
In office (York)
Employment
Full-Time
Overview
Company
Impact
Profile match
CI Financial is an independent wealth and asset management company operating in Canada and the United States. It offers investment funds and portfolio management through CI Global Asset Management alongside wealth advisory services, including its US wealth business Corient. The company traces its history to 1965, is headquartered in Toronto, Ontario, and agreed in 2024 to be taken private by Mubadala Capital.

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.

We are seeking experienced Data Analysts to support a large-scale data migration and integration initiative. You will be responsible for investigating existing data structures, analyzing business logic hidden in queries and reports, mapping source data to target systems, and collaborating with business stakeholders to ensure accuracy and completeness.

This role is highly investigative and requires a blend of technical analysis and business communication skills. You should be comfortable navigating undocumented environments, reverse-engineering logic, and documenting findings clearly for both technical and business audiences.

Key Responsibilities

  • Source System Analysis
    • Investigate source systems and databases to understand data structures, relationships, and logic.
    • Analyze existing SQL queries, reports, and stored procedures to reverse engineer business rules.
  • Data Mapping & Transformation
    • Map source fields to target model requirements.
    • Identify gaps, data quality issues, and transformation needs.
    • Work closely with data engineers to validate ETL/transformation rules.
  • Stakeholder Collaboration
    • Partner with business SMEs and stakeholders to clarify definitions, logic, and requirements.
    • Translate technical findings into clear documentation for non-technical stakeholders.
  • Documentation & Knowledge Transfer
    • Produce detailed data dictionaries, mapping documents, and gap analysis reports.
    • Capture undocumented business logic and processes uncovered during investigation.
  • Validation & Testing Support
    • Support data validation and reconciliation efforts during development and UAT.
    • Assist in resolving discrepancies between source and target systems.

Required Skills & Experience

  • Strong SQL skills, with ability to read, analyze, and write complex queries.
  • Proven experience in data migration, data warehousing, or system integration projects.
  • Background in analyzing large datasets.
  • Strong data profiling, mapping, and reconciliation skills.
  • Excellent analytical and problem-solving abilities in ambiguous environments.
  • Strong communication skills to work with both technical teams and business stakeholders.
  • Experience creating data dictionaries, mapping documents, and gap analysis reports.
  • Experience with dashboard tools such as Sigma or equivalent
  • Experience with code repository systems - Bitbucket or Git

Nice to Have

  • Experience with Snowflake or other modern cloud data platforms.
  • Familiarity with ETL/ELT processes and tools.
  • Exposure to financial services or other regulated industries

This opportunity is for an existing vacancy with the company. The anticipated base salary range for this position is $55,000 - $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location. In addition to base salary, this position is eligible for participation in a bonus program. In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.

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.

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