Data Analyst Professional

3 days ago

Winnipeg, Manitoba, Canada Wellington-Altus Full time
Job Summary
Wellington-Altus Financial Inc. is seeking an experienced Data Analyst Professional to optimize business processes in our Winnipeg or Toronto office. As a key member of our team, you will analyze and validate data to drive process improvements, system requirements, and technology solutions that meet the company's goals and objectives.

About Us
Founded in 2017, Wellington-Altus Financial Inc. is a leading investment dealer in Canada and one of Canada's Best Managed Companies. With over $30 billion in assets under administration and offices across the country, we identify with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

The Opportunity
In this role, you will report to the Vice-President, Operations, and be responsible for analyzing and validating data to drive process improvements, system requirements, and technology solutions that meet the company's goals and objectives. You will bridge the gap between the business and technology solution providers to ensure seamless communication and collaboration.

Key Responsibilities:
• Analyze and validate data to prepare reports for management insights and decision-making.
• Develop and maintain various reports and dashboards to track key performance indicators (KPIs), project support, automation, and process improvement.
• Communicate stakeholder requirements and distribute relevant information, documentation, and artifacts to project stakeholders.
• Own the preparation, completion, and compliance of business requirements based on business needs.
• Analyze existing systems and processes to identify areas for improvement and opportunities for automation or efficiency gains.
• Conduct feasibility studies and impact assessments for proposed changes.
• Communicate complex data insights effectively to both technical and non-technical stakeholders through written reports and verbal presentations.
• Utilize Excel for advanced data manipulation and modeling to provide insights for improvement.

Requirements:
• Bachelor's degree in finance, accounting, business, information technology, or a related field.
• 5+ years of experience as a business and/or data analyst, 2+ years preferably within the Wealth Management industry.
• Knowledge and experience in the custodial/broker advisor business.
• Foundational understanding of the wealth management sector, including security types, trading practices, and financial instruments.
• Data mining experience including basic programming acumen is highly desired.
• Strong business analysis skills, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements.
• Strong presentation, facilitation, analysis, and problem-solving skills.
• Knowledge of accounting principles including debit and credit entries, and journaling is an asset.
• CSC, IFIC, or PMP designations are assets for this role.
• Proficiency with the MS Office suite, including Word, PowerPoint, Teams, and Outlook. Advanced level acumen on Excel.
• Knowledge and experience with various financial modeling, financial data sources, CRM's, databases.
• Knowledge of trading systems such as Envestnet, Croesus, and Morningstar, etc. is an asset.
• Knowledge in Power BI and Python, SQL programming and report creation is an asset.
• Demonstrated understanding of data-driven decision making.
• Analytical and logical thinker with strong problem-solving skills, capable of diagnosing issues and proposing effective solutions.
• Skilled in multitasking under tight deadlines, adept at managing numerous activities with varying priorities.
• Highly detail-oriented with a focus on accuracy of data and reporting.
• Strong organizational and interpersonal skills, enabling effective collaboration within cross-functional teams.
• An ability to adapt to fast-paced, ever-changing environments, striving for continuous improvement and optimization.
• Effective communication skills, both oral and written, capable of presenting data and recommendations in a clear and concise manner to a variety of audiences.
• Passionate about delivering exceptional advisor service, with an engaging personality and a strong commitment to supporting industry professionals.

Salary Range:
CAD $90,000 - $120,000 per annum, depending on qualifications and experience.

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