Data Quality Analyst

Positions available: 1We are looking for a student to help us with data quality analysis and research project. Our software solutions rely on high-quality, reliable data that is sourced from numerous data providers on a daily basis. The students role will be the following:Review daily data reports to identify anomaliesResearch primary sources to confirm the accuracy or inaccuracy of the dataWhen errors are identified, working with data providers to identify the cause of the errorIdentify patterns of errors, and work with the director of product management and our data providers to find ways to eliminate or tolerate anomaliesThe student will be familiar dealing with large spreadsheets and data files. The student will be an excellent problem solver with great communication skills.

Investment Data Analyst

We’re looking for a student to undertake a market research project to examine regulatory compliance practices in wealth management.Positions available: 1Based on our goals, we are looking for the student to work on the following:Research and analysis of investment product datasets for variable annuities, equities, alts, and rollovers in Canada and the USA.Develop business cases and financial models on market opportunities.Other data-related tasks

Data Analysis

Positions available: 1We’re looking for a student to help manage data integrity in our customer and prospect CRM database (Salesforce) and marketing automation (HubSpot)Based on our goals, we are looking for the student to work on the following:Manage quality of contact information and source new contact information as needed. Run weekly exception reports to identify gaps.Match CRM data to external data source to create account hierarchies.Establish standard data entry processes and procedures for CRM users.Other marketing-related tasks.

Industry Analyst

Positions available: 1We’re looking for a student to undertake research on regulatory technology trends and innovations in the wealth management industry.Based on our goals, we are looking for the student to work on the following:Undertake competitive intelligence and a SWOT analysis on industry players.Examine competitive product offerings, positioning, advertising and marketing campaigns.Source information from websites, industry events (webinars), in-house employees and online tools.Recommend priority of product features and enhancements.Other research-related tasks.