Associate, Client Data & Process Automation

Position: Associate, Client Data & Process Automation (SQL, Power BI, Alteryx, Azure Databricks)
Location: Hybrid (Downtown Toronto, ON)
Structure: 12-Month Contract
Schedule: 37.5 hours/week | Onsite Monday & Wednesday

We have an exciting new opportunity to support one of our major financial services clients within their Capital Markets organization!

Our client is seeking a hands-on Associate, Client Data & Process Automation professional to support data management, analytics, reporting, regulatory initiatives, and process automation across a complex Capital Markets environment.

The successful candidate will have very strong SQL and relational database fundamentals , along with hands-on experience with Power BI and Alteryx . You will be responsible for extracting and combining data from multiple sources, developing and supporting dashboards and reports, improving data quality, and automating existing processes.

The team is also modernizing its data environment and moving toward Azure Databricks as a centralized data and query platform, making this a great opportunity for someone who wants exposure to a broader data transformation initiative.

This is a highly visible role with regular interaction across Business, Technology, Operations, Regulatory, Compliance, and Audit teams.

Please see below for more information on the position and, if interested, apply with an updated resume aligned to the needs of the role.

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Requirements:

Strong hands-on SQL experience with excellent relational database fundamentals

Strong understanding of:

• Relational and dimensional data

• SQL joins

• Data extraction and querying

• Data transformation

• High-volume datasets

Approximately 4–5 years of hands-on Power BI experience

Experience building Power BI dashboards and reports from scratch

Experience inheriting, maintaining, and enhancing existing Power BI dashboards

Approximately 2–3 years of hands-on Alteryx experience

Experience building and maintaining Alteryx workflows

Strong Microsoft Excel skills

Strong data analysis, data management, and data-quality experience

Ability to extract, combine, analyze, and validate information from multiple data sources

Strong analytical and problem-solving skills

Excellent written and verbal communication skills

Strong stakeholder-facing experience and the ability to translate loosely defined business requirements into practical data solutions

Bachelor’s or Master’s degree in Business, Computer Science, or a related field

Must be comfortable completing a short 15–20 minute hands-on technical assessment as part of the interview process

Must be comfortable working onsite in downtown Toronto on Mondays and Wednesdays

Nice-to-Have:

Approximately 2–3 years of practical Azure Databricks / Databricks experience

Power Automate

Microsoft Power Platform

Python

Tableau

SharePoint

AML/KYC experience

Client onboarding experience

Regulatory data and reporting experience

Trade data / trade attributes experience

Data remediation experience

Financial services experience

Capital Markets experience

Experience working with Regulatory, Compliance, Audit, Technology, and Operations stakeholders

What You'll Be Doing:

Extract, combine, analyze, and validate data from multiple enterprise data sources

Develop complex SQL queries to support business, operational, regulatory, and audit requirements

Build, maintain, and enhance Power BI dashboards and reporting solutions

Build and support Alteryx workflows used for data processing and automation

Support BAU and urgent data requests from business, regulatory, compliance, audit, and security stakeholders

Identify opportunities to automate existing manual processes

Support data-quality analysis, remediation, and ongoing data-management initiatives

Support client onboarding and client data-management activities, including AML/KYC, trade, and regulatory attributes

Work with Technology teams on enhancements to data-management tools and platforms

Support the team's strategic transition from Alteryx-based processes toward Azure Databricks

Translate stakeholder requirements into practical data and reporting solutions

Work directly with Business, Technology, Operations, Regulatory, Compliance, and Audit teams

Support Client Data Strategy and Regulatory initiatives within a Capital Markets environment

CorGTA is an equal opportunity employer. Please apply with an updated resume and ensure the required SQL, Power BI, Alteryx, and data-management experience outlined above is clearly reflected in your application.

At times, CorGTA or its client partners may utilize AI tools to assist with the hiring process.

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