Job Specifications
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.
CI Financial is seeking a Data Analyst Lead to join our Data & Analytics team. This is a dual role -- ideal for someone who thrives in both leading a team and actively contributing to analytics and reporting work. You will manage a group of analysts while also building dashboards, performing analysis, and helping shape CI's enterprise-wide data strategy.
In this role, you'll work closely with key business stakeholders to ensure reporting solutions meet business needs and help drive strategic decision-making. Our reporting stack is built on Sigma, powered by a modern Snowflake data platform.
WHAT YOU WILL DO
Lead and mentor a team of data analysts, overseeing delivery quality, prioritization, and skills development
Take a hands-on role in developing reports, dashboards, and datasets using Sigma, SQL, and Snowflake
Partner closely with business stakeholders across Finance, Compliance, Operations, Wealth, and Executive leadership to understand reporting needs and translate them into scalable solutions
Collaborate with cross-functional teams to define business requirements and align on data definitions, KPIs, and reporting standards
Design and maintain curated datasets and data models to enable trustworthy self-serve analytics
Conduct peer reviews and enforce best practices around code quality, documentation, and dashboard usability
Contribute to data governance initiatives by promoting data quality, consistency, and transparency
Support adoption of data tools and dashboards through stakeholder onboarding and training
WHAT YOU WILL BRING
5-7+ years of experience in data analytics, with 2+ years in a team lead or management role
Demonstrated ability to lead a team while remaining hands-on in building and delivering analytics solutions
Strong proficiency in SQL, with experience developing and managing datasets on Snowflake or similar data platforms
Expertise in Sigma or other BI tools (e.g., Power BI, Tableau, Looker)
Proven experience working directly with business stakeholders in Finance, Compliance, Operations, Wealth, and Executive teams
Excellent communication and collaboration skills, with a focus on translating business questions into technical outcomes
Understanding of data governance, quality controls, and analytics documentation
Financial services experience -- especially in wealth management -- is a strong asset
Bachelor's or Master's degree in a quantitative or business-related field
WHAT WE OFFER
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.
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 accessible.recruitment@ci.com, or call 416-364-1145 ext. 4747.
About the Company
CI Financial is an independent company offering global asset management and wealth management advisory services. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice--and offer a comprehensive and innovative selection of strategies and services. Our employees are at the heart of everything we do. They must be comfortable in a fast-paced environment in an industry that is always changing. A healthy dose of ambition, a willingness to go the extra mile and a stron...
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