CI Financial

Data Analyst, Distribution Enablement

Job 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.

We are currently seeking a Data Analyst to join the Distribution Enablement team at CI Global Asset Management. The Distribution Enablement team supports the organization through application management, business intelligence and insights, process innovation, and activation/campaign management. The successful candidate will work with the Director of Distribution Enablement on data-related tasks that underly these four strategic pillars.

The ideal candidate will have a strong background in both data analysis and business processes.

Please note this is a 1 year contract.

What You Will Do

  • Respond to inquiries and requests for information from stakeholders promptly.
  • Work with stakeholders across multiple teams to identify needs and requirements.
  • Support the administration of data management solutions and enablement platforms.
  • Ensure stored data is easily accessible to internal and external teams.
  • Extract, analyze & interpret large, complex datasets for use in modelling.
  • Complete data cleansing and optimization initiatives for the Salesforce CRM.
  • Support various stakeholders with reporting and analytics requests.
  • Support critical processes including sales compensation and business segmentation.
  • Improve training and operational procedures to increase productivity.
  • Analyze current business processes and make recommendations for improvements.

What You Will Bring

  • 2+ years of work experience in quantitative analysis.
  • Solid understanding of data and data modeling.
  • In-depth knowledge and experience with the following tools:
    • Sales CRM e.g., Salesforce
    • Visualization e.g., Tableau and ThoughtSpot
    • Modelling e.g., MS Office (Excel)
    • Database software e.g., Snowflake
    • Optional: Sales Compensation Software
  • Understanding SQL and Python would be an asset.
  • A strong analytical mindset and sophisticated written and verbal communication skills.
  • Experience in the Financial Services Industry is an asset.
  • Ability to work within an organization based upon continuous improvement.
  • Post-secondary degree in a quantitative discipline.
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.

What We Offer

  • Modern HQ location within walking distance from Union Station
  • Flexible & Hybrid Work Program
  • 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
  • Complimentary vending machines

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.

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