Data Analyst

Description
Data Analyst

Location: This position will be based in Toronto, ON.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients.

*Report on Business 2025 rankings.

**Investment Executive 2026 Brokerage Report Card.

The opportunity:

We are seeking a detail-oriented and technically proficient Data Analyst with a strong foundation in capital markets and financial domain knowledge to support data analysis across the organization. The ideal candidate will have hands-on experience working with AWS-based data environments, strong SQL expertise, and the ability to translate business requirements into a functional spec.

Key responsibilities include:

Analyzing and interpreting large datasets related to capital markets, portfolios, and financial transactions
Developing, optimizing, and maintaining SQL queries across cloud data platforms (Redshift, Athena, Postgres)
Collaborating with Data Engineers to support data ingestion, ELT workflows & transformations
Monitoring and troubleshooting data pipelines by querying CloudWatch logs
Supporting data validation, reconciliation, and ensuring data accuracy and integrity
Generating reports, dashboards, and insights for business stakeholders
Documenting functional requirements, data processes, pipelines, and usage guidelines

The ideal candidate will possess:

Bachelor’s degree in Business, Economics, Statistics, Data Science, Information Systems, or a related discipline, or equivalent experience
5+ years of experience in data analysis, including business analysis responsibilities.
Demonstrated expertise in data mining, evaluation, analysis, and visualization.
2+ years of experience in the financial services industry, with exposure to wealth management and/or capital markets.
Strong analytical, problem-solving, and business analysis skills with experience in Agile and/or Waterfall environments.
Proven expertise in requirements management, business process analysis, and data mapping.
Ability to bridge business and financial domain knowledge with technical and data solutions.
Knowledge of data modeling, database design, and data validation/testing practices.
Excellent communication, facilitation, and stakeholder management skills across technical and business audiences.
Effective collaboration with cross-functional teams in fast-paced, cloud-based environments.
Experience with segmentation techniques and advanced data design concepts is an asset.
Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
Experience with data pipelines and ETL processes in cloud environments.
Familiarity with Python for data analysis or scripting.
Experience with BI tools (e.g., Power BI, Tableau).
Understanding of data modeling and warehouse design.
Exposure to Agile or data product environments.
Advanced SQL expertise across:
AWS Redshift
AWS Athena
PostgreSQL
Hands-on experience with AWS ecosystem, including:
AWS Glue (jobs, configurations)
AWS Lambda
AWS Secrets Manager / Parameter Store
Workflow orchestration (DAGs – e.g., Airflow or similar)
CloudWatch (log querying and monitoring)