CI Financial

Data Analyst

CI Financial$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3+ years of experience in data science or analytics roles
  • Preferred background in Financial Services, consulting, or high-growth technology environments
  • Strong academic background in a quantitative discipline
  • Proficiency in advanced data tooling (SQL, DBT, Tableau)
  • Advanced Excel modeling skills
  • Strong analytical and problem-solving abilities
  • Effective oral and written communication skills

Responsibilities

  • Develop and maintain data analytics solutions for key business stakeholders
  • Implement data validations to ensure data integrity
  • Address ad-hoc analysis requests with clear, actionable insights
  • Maintain documentation of data sources and transformations
  • Translate stakeholder needs into clear data specifications

Benefits

  • 401(k) Plan with Employer Matching
  • Generously subsidized Medical Plan options
  • Employer paid Dental, Vision & Life Insurance
  • Paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Volunteer days for community service
Full Job Description

Join a team that values your ambition and empowers your growth

Key Responsibilities
  • Data solutions. Develop and maintain data analytics solutions focused on enabling decision making, optimization, and measurable business impact for key functional and business stakeholders. Develop and maintain dashboards, recurring reports, and analytical outputs.
  • Data quality assurance. Implement data validations to ensure integrity of data solutions. Ensure that data processes and outputs are robust, insightful, and timely.
  • Ad-hoc analytics and insights. Promptly address ad-hoc analysis requests with clear, well-structured outputs rooted in accurate data and focused on delivering actionable insights.
  • Documentation. Maintain clear documentation of data sources, logic, data transformations, lineage, and outputs.
  • Cross-functional data analytics support. Translate stakeholder needs into clear data specifications to meet business requirements. Act as a senior subject matter expert for enterprise analytics and reporting.
Qualifications
  • 2-3+ years of experience in data science or analytics roles.
  • Background in Financial Services, consulting, or high-growth technology environments preferred.
  • Distinguished academic track record in quantitative discipline.
Skills and competencies
  • Proficiency in advanced data tooling, including SQL, DBT, and Tableau, as well as data modeling and data quality frameworks.
  • Advanced Excel modeling skills preferred.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Effective communication, both orally and in writing.
  • Strong documentation and attention to detail.
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position.Additionalduties and responsibilities may be assigned with or without notice.

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts& Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days

About CI Financial

CI Financial is a diversified wealth management firm and one of the largest investment companies in Canada. The company offers a wide range of investment products and services, including mutual funds, ETFs, segregated funds, and alternative investments. CI Financial serves individual investors, financial advisors, and institutional clients across Canada and around the world. The company was founded in 1965 and is headquartered in Toronto, Canada.
Learn more about CI Financial
Size
1,793 employees
Market Cap
$1.7 billion
Industry
NASDAQ

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