[Hiring] Data Business Analyst Lead @BMO

Role Description

We are seeking an experienced Lead Data Business Analyst to support the BMO Global Asset Management (BMO GAM) business as part of the Investment Solutions and Delivery team. In this role, you will drive the end-to-end delivery of data-centric investment solutions, from requirements gathering and documentation through data analysis, testing, and final implementation, ensuring solutions enable accurate, timely, and fact-based investment and business decisions.

You will partner closely with various teams to translate business objectives into clear, testable data and solution requirements, ensuring that delivered solutions satisfy approved business outcomes, data requirements, control expectations, and acceptance criteria.

You will also contribute to the strategy and roadmap for investment data quality, data modeling, reporting, and analytics, including clear documentation of data definitions, data lineage, and business processes across the investment data lifecycle.

Key Responsibilities

• Requirements Gathering & Documentation
  • Leads requirements gathering sessions with various stakeholders to understand business objectives, pain points, and data needs.
  • Translates business objectives into clear business requirements documents (BRDs), functional specifications, user stories, and acceptance criteria for investment solutions.
  • Documents current- and future-state business processes, data flows, control points, dependencies, and operational procedures.
  • Maintains end-to-end traceability from approved business outcomes and requirements through data rules, solution design, test cases, defects, implementation evidence, and final business acceptance.
  • Assesses proposed solutions against the underlying business objective and challenges approaches that do not adequately satisfy approved requirements.
• Data Knowledge & Management
  • Serves as a subject-matter expert on investment data, including securities, holdings, transactions, performance, benchmarks, reference data, and related investment datasets.
  • Develops and maintains source-to-target data mappings, data dictionaries, business rules, transformation requirements, and supporting data documentation.
  • Documents end-to-end data lineage from external and internal sources through to downstream reporting and analytics.
  • Performs root-cause analysis of data discrepancies, process breaks, and control issues.
  • Analyzes, profiles, and reconciles data from multiple sources using SQL and Python.
  • Structures data into multiple dimensions and granularities to support reporting and analytics.
  • Rationalizes legacy data sources, ensuring clear stewardship and proper documentation.
• Testing & Quality Assurance
  • Plans and coordinates user acceptance testing (UAT), including test strategy, test scenarios, test cases, and test data.
  • Validates data outputs against requirements and source systems.
  • Logs, tracks, and manages defects through to resolution.
  • Maintains clear traceability between requirements, testing evidence, identified defect, remediation, and business acceptance.
• Solution Delivery
  • Supports the design, development, and implementation of data, analytics, and reporting solutions.
  • Coordinates release readiness, production deployment, and post-implementation validation.
  • Conducts pre- and post-implementation analyses to measure business impact.
  • Designs reports, dashboards, and visualizations in Power BI and other visualization tools.
• Stakeholder Liaison
  • Serves as the trusted data partner and liaison between various teams.
  • Works with external stakeholders on data requirements, issues, and changes.
  • Communicates progress, risks, issues, and recommendations clearly to stakeholders.
  • Works independently, exercising judgment to identify, diagnose, and solve problems.

Qualifications

• Typically 7–10 years of relevant experience in business or data analysis, preferably within asset management, investment management, or financial services.
• Strong knowledge of investment data and asset management operations.
• Proven experience gathering requirements and producing BRDs, functional specifications, user stories, and lineage documentation.
• Hands-on experience planning and executing UAT and data validation.
• Advanced SQL skills with demonstrated ability to query, profile, reconcile, and validate large datasets.
• Working knowledge of Python for data analysis, automation, and test validation.
• Hands-on experience with Power BI and other data visualization tools.
• Experience with Snowflake and other cloud data platforms.
• Familiarity with data governance, data quality, and data lineage practices.
• In-depth verbal and written communication skills.
• In-depth collaboration, influence, and stakeholder management skills.
• In-depth analytical, problem-solving, and data-driven decision-making skills.

Requirements

• Salary: $65,000.00 - $130,000.00
• Pay Type: Salaried

Benefits

• Performance-based incentives
• Discretionary bonuses
• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans