Job Description

Business Analyst – Data Warehouse & BI Reporting

Job Summary

The Business Analyst – Data Warehouse & BI Reporting serves as a key member of the scrum team responsible for delivering data‑driven solutions within the Wealth Management Data Warehouse. This role bridges business needs with technical design by translating reporting and analytics requirements into clear user stories, data specifications, and acceptance criteria.

The BA collaborates closely with the Product Owner, Data Architect, Data Analyst, DW Developers, BI Developers, and business stakeholders to shape data marts, ETL pipelines, and dashboards using Business Objects and Tableau.

This role requires strong analytical capability, a solid grasp of data warehousing concepts, and experience supporting business intelligence and reporting initiatives.

Key Responsibilities

1. Requirements Gathering, Analysis & Stakeholder Engagement

• Lead the discovery, articulation, and clarification of business requirements for data warehouse, ETL, and BI reporting solutions.
• Translate business needs into user stories, data definitions, data and integration specifications, and acceptance criteria.
• Act as a liaison between business stakeholders, Product Owner, data architecture, and development teams.

Success Measures:

• Clear, accurate, complete requirements that reduce rework and streamline delivery/testing
• Strong alignment between business expectations and delivered outcomes
• High stakeholder satisfaction and effective communication across teams

2. Data Analysis, Source-to-Target Mapping & Data Modelling Support

• Perform data analysis including source data validation, data profiling, and data quality assessment.
• Create source-to-target mappings, document transformation logic, and define metric calculations.
• Collaborate with Data Architect, Data Governance, and developers to shape data models aligned to business rules and reporting needs.

Success Measures:

• Accurate data definitions, mappings, and business logic
• Reduced data-related defects during testing and report validation
• Scalable data structures supporting operational and reporting performance

3. BI Solution Design, Testing Support & Documentation

• Produce high‑quality documentation for reporting logic, metric definitions, and data flows.
• Translate business needs into BI reporting specifications including metrics, aggregation rules, layout, filters, and visuals.
• Ensure report logic supports business usability, consistency, and compliance requirements including role-based access.
• Support data validation and functional testing during QA/UAT phases.

Success Measures:

• Accurate, user‑friendly BI deliverables that meet business objectives
• Complete and up‑to‑date documentation
• High UAT pass rates and low production defects

Skills & Knowledge

Must Have:

• Strong understanding of data warehousing concepts and data mart design
• Solid knowledge of ETL processes and data flows from operational systems to analytics environments
• Experience with BI tools such as Business Objects and Tableau
• Proficiency in SQL (highly preferred)
• Working knowledge of metadata, lineage, data quality frameworks, and data governance
• Proficiency with Confluence, Jira, Visio, and data modelling tools

Experience

Minimum Requirement:

• 5+ years of Business Analyst experience in data, reporting, or analytics environments

Must Have:

• Experience working closely with data architects, ETL developers, BI developers, finance teams, and business stakeholders

Nice to Have:

• Experience in Wealth Management or Financial Services

Education

Minimum Requirement:

• University degree or equivalent work experience

Must Have:

• Degree in Information Technology, Computer Science, Data/Analytics, or related fields

Total Rewards That Reflect Your Impact

We believe exceptional work deserves exceptional recognition. That’s why we offer a competitive compensation package designed to support your success today—and your financial well-being tomorrow.

For this role, your total rewards include:

• Base Salary and Discretionary Performance Bonus: A competitive annual range of $111,000 to $129,000, based on your experience and qualifications.
• RRSP Contribution: After 6 months of employment, we invest in your future with an RRSP contribution—no employee matching required.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting represents an existing vacancy within our organization—an opportunity to step into a role where your talents will make a meaningful difference.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity.  If you are selected for an interview, the recruiter who contacts you can best answer your questions.

Some of the ways we’ll help you feel valued and supported as part of our team:
•    Flexible working arrangements - 100% remote, hybrid, and in office options
•    Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
•    Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
•    Parental leave top-up to 100% of your salary for a period of 25 weeks
•    Up to $650 for home office equipment
•    Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
•    Diversity and inclusion programs, including an active network of Employee Resource Groups
•    Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally protected ground.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

•    Canada's Top 100 Employers 
o    Greater Toronto's Top Employers 
o    Canada's Top Family-Friendly Employers 
o    Canada's Top Employers for Young People 
  
•    Great Place To Work® Certified 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    Canadian Compassionate Companies – Certified 
•    Benefits Canada's Workplace Benefits Award - Future of Work Strategy 
•    TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting 
•    Canadian HR Reporter's Most Innovative HR Team