At a Glance
- Tasks: Design and optimize workflows, datasets, and applications for asset management operations.
- Company: Join PineStone Asset Management, a dynamic global equity manager in Montreal.
- Benefits: Enjoy competitive compensation, collaborative culture, and growth opportunities.
- Other info: Be part of a growing firm focused on excellence and innovation.
- Why this job: Make a real impact by transforming data into actionable insights.
- Qualifications: Bachelor’s or Master’s in relevant fields with 3 years of analytics experience.
The predicted salary is between 102600 - 125400 $ per year.
Based in Montreal, PineStone Asset Management Inc. is a specialist global equity manager founded in 2021. PineStone is focused exclusively on helping clients achieve their financial goals by investing in what we believe to be the highest-quality companies worldwide. Our mission is to create extraordinary value for our clients and their beneficiaries over many years. Our vision is to be the gold standard for fundamental research, portfolio construction and long-term quality growth investing. We foster a culture of commitment, integrity, drive, diligence, and patience.
PineStone Asset Management Inc. is looking for a talented Analytics & Business Applications Analyst to join our dynamic and growing team. This newly created position will play a pivotal role within our firm, focusing on building and optimizing workflows, datasets, processes, applications and reports to support asset management operations. You will act as a bridge between business needs and systems, translating requirements into innovative solutions. This role is based in Montreal and is an in-office position, requiring close collaboration with team members on-site.
KEY RESPONSIBILITIES
- Workflow & Business Application Development – Design, build, and refine workflows and business applications for various asset management functions (operational workflows, internal reporting, etc.). Engage with stakeholders across the firm to transform fragmented processes into efficient, reliable and scalable business applications (using tools like Microsoft Power Platform).
- Business Intelligence & Insights – Design and deliver intuitive dashboards and reporting solutions that empower teams with actionable insights. Enable data-driven decision-making by transforming complex information into clear, strategic narratives.
- Analytics Engineering – Orchestrate and transform data across the organization to produce datasets tailored for specific business needs. Collaborate with business and data specialists to implement workflows and analytical tools powered by our data warehouse.
- Continuous Improvement – Identify opportunities for enhancement of business processes. Use feedback to iterate on solutions and share best practices to improve overall operational efficiency. Create and maintain comprehensive documentation and user guides for all automated processes, datasets, dashboards, and applications, ensuring knowledge transfer and continuity.
REQUIRED SKILLS & EXPERIENCE
- Bachelor’s or Master’s degree in Engineering, Data Science, Computer Science, or a related field.
- Minimum 3 years' experience as a Business Analyst or analytics/process-improvement role in a data-driven environment.
- Previous experience in asset management or investment operations is a strong asset.
- Strong understanding of business processes and the ability to analyze complex workflows.
- Ability to break down business problems and structure data-driven solutions that are practical and effective.
- Hands-on experience building dashboards and applications using Microsoft Power Platform (Power BI, PowerApps).
- Familiarity with the modern data stack is highly desirable (including tools such as Snowflake, Matillion, dbt).
- Comfortable autonomously learning new systems as needed.
- Intellectual curiosity with a drive to understand not just the “what” but the “why” behind processes.
- Initiative and self-motivated to identify issues and propose solutions without waiting for direction.
- Excellent communication skills to convey complex ideas in simple terms and collaboration skills to work effectively in cross-functional teams.
- Strong conceptual thinking skills with the ability to distill complexity, identify underlying patterns, and frame issues within broader strategic or systemic contexts.
- Lean Six Sigma (Green Belt or Black Belt) for process improvement and operational efficiency expertise, a strong asset.
COMPENSATION AND BENEFITS
- Competitive compensation and benefits package
- A culture of collaboration and excellence
- A challenging work environment and the unique opportunity to join a growing firm
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Engineering and Information Technology
Industries: Investment Management
Analytics & Business Applications Analyst – Asset Management in Montréal employer: PineStone Asset Management Inc.
Join a leading financial services firm in Montreal that values innovation and collaboration, offering a dynamic work culture where your contributions directly impact asset management solutions. With competitive compensation and opportunities for professional growth, this role as an Analytics & BI Applications Analyst allows you to thrive in a supportive environment that encourages skill development and teamwork.
Contact Details:
PineStone Asset Management Inc. Recruitment Team
