JOB DESCRIPTION We are looking for a Data Analyst to support reporting, automation, and fulfillment activities across customer journeys and mutual fund processes, with a strong focus on the Canadian business. This role will play a key part in automating manual reporting and fulfillment steps, improving data quality through strong QA practices, and supporting ongoing reporting needs as processes transition to a more automated operating model. The analyst will work extensively with SAS, SQL, and Salesforce, contributing to journey reporting, mutual fund fulfillment, and technical documentation across the team’s data and analytics stack.

Key Responsibilities Automate reports and fulfillment processes, reducing manual steps across journey and mutual fund workflows Build, enhance, and maintain reporting using SAS, SQL, and Salesforce data sources Support journey reporting, including Journey Builder technical specifications and fulfillment reporting Perform strong QA on data, reports, and automated processes to ensure accuracy and reliability Develop and maintain dashboards and visualizations (BB Visualizer, TD Visualizer, PowerBI, Tableau as applicable) Document data flows, technical specifications, and reporting logic in Confluence Support ongoing reporting during the transition of mutual fund reporting and automation into the OLB process Collaborate with journey teams on technology stack documentation and reporting requirements Extensively support Canadian journey initiatives and mutual fund carry processes

REQUIRED SKILLS AND EXPERIENCE Very strong SAS and SQL experience (joins, unions, macros) Salesforce experience, including working with data for reporting and automation Hands-on experience with automation of reporting and data processes Strong QA skills with attention to detail and data validation Experience supporting manual-to-automated process transitions

NICE TO HAVE SKILLS AND EXPERIENCE PowerBI experience Fintech or financial services experience Experience with Python for automation Experience building dashboards in Tableau and Excel Familiarity with BB Visualizer or TD Visualizer tools Experience supporting mutual fund operations, fulfillment, or reporting Experience documenting technical processes and data flows in Confluence

"We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position."