Senior Business Analyst strong data and technical acumen to investment accounting and performance Job Toronto area,Ontario Canada,IT/Tech

Position: Senior Business Analyst with a strong data and technical acumen to support investment accounting and performance

Our financial services client is seeking a Senior Business Analyst (10+ years) with a strong data and technical acumen to support investment accounting and performance reporting initiatives across enterprise investment systems.

Join a high-performing team driving enhancements across portfolio performance and investment accounting platforms supporting pension fund operations. This role goes beyond traditional business analysis—requiring a hands-on professional who can bridge business requirements with data engineering and technical solutioning
. You will deliver end-to-end analysis, data insights, and system improvements while contributing to data pipelines, validation frameworks, and reporting architecture
.

Contract | Toronto | 4 days onsite/week

Must Haves

10+ years of experience as a Business Analyst within capital markets or asset management

Strong experience supporting investment accounting and performance measurement systems

Proven experience working with large, complex datasets and translating business needs into technical/data solutions

Advanced hands-on experience with SQL (complex queries, data transformation, troubleshooting)

Experience working closely with data engineers, developers, and architects (or performing light engineering tasks yourself)

Strong understanding of data flows, data models, and system integrations within investment platforms

Experience with total portfolio performance reporting
, ideally within a pension or institutional asset management environment

Proficiency with Excel and BI tools (e.g., Power BI) for data analysis, visualization, and reporting

Deep understanding of investment lifecycles across public and private asset classes

Bachelor’s degree in Finance, Accounting, Economics, Computer Science, or a related field

Nice to Have

Hands-on experience with ETL processes, data pipelines, or data warehousing concepts

Familiarity with cloud data platforms (e.g., Azure, Snowflake) or modern data stack tools

Experience working with investment platforms such as Eagle, Sim Corp Dimension, Bloomberg

Experience in a pension fund or institutional investment environment

Exposure to data engineering tools (Python, Spark, dbt, etc.)

CPA, CFA (or working toward designation)

Experience with data governance, reconciliation frameworks, and performance attribution

Proven track record in automation, data quality improvement, and process optimization initiatives

Responsibilities

Lead and support multiple concurrent initiatives across investment accounting and performance reporting platforms

Gather, document, and translate business and data requirements into technical specifications and scalable solutions

Act as a bridge between business, data engineering, and technology teams
, ensuring requirements are implementable and aligned with architecture

Perform hands-on data analysis
, including writing complex SQL queries, validating datasets, and troubleshooting data issues

Support and contribute to data pipeline design, data transformations, and integration workflows

Drive data validation, reconciliation, and quality assurance for total portfolio performance reporting

Design, build, and enhance dashboards and reporting solutions using SQL and BI tools

Identify opportunities for automation, optimization, and improved data architecture

Assist with system integrations, data mapping, and technical troubleshooting

Develop comprehensive documentation including business requirements, data lineage, process flows, and technical specifications

Key Profile Summary

We are looking for a “hybrid” Business Analyst who:

Thinks like a data engineer / developer

Is comfortable getting hands-on with data and systems

Can own problems end-to-end from requirements → data → solution delivery

Thrives in a complex investment and reporting environment