Skip to main content
Post your resume and find your next job on Indeed!

Excel Funds Management jobs

Sort by: -
    • Familiarity with portfolio management, insurance management, CRM, billing, and document management platforms.
    • Strong understanding of relational databases, data…
    • Industry Knowledge: A solid understanding of asset management, financial markets, risk management, and investment performance metrics.
    • Calculate Asset Class time weighted returns, NAV-based fund and share class returns for Global mandates, funds and strategies.
    • Strong organizational and time management skills; able to manage multiple draws and deadlines at once.
    • Undergraduate degree, certificate and/or equivalent…
  • View similar jobs with this employer
    • Commercial mindset with an interest in markets, relative value, and portfolio management.
    • This is a hands-on role offering significant exposure to structured…
    • This person serves as the primary contact for financial reporting and vendor management, and facilitates administrative processes to support the broader team.
  • View similar jobs with this employer
    • Coordinate and support the quarterly NAV process across multiple funds;
    • Exposure to engineering, urban planning, architecture, construction management, or…
    • Simple and Complex Fund launches and other fund initiatives.
    • Solid knowledge of financial mutual fund record keeping systems and transfer agency operations.
    • Payment Tracking: Accurately record funds received in rental software.
    • Review project invoices against purchase orders and contracts for accuracy.
    • Establish and maintain corporate policies for reserves, reserve funds, debt management, capital financing, and investments.
    • Responsible for ongoing data management;
    • Send trade and commission reports to the portfolio management team.
    • Process management fees and initiate wire transfers…
    • Strong organizational, project management, and budgeting skills.
    • Proficiency in donor management software or CRM software (Donor Perfect) is an asset.
    • Prepare and present personalized financial plans and wealth management recommendations.
    • Strong organizational, time management, and multi-tasking abilities.
    • Knowledge of the investment fund industry and familiarity with various asset classes including mutual fund trusts and mutual fund corporations.
    • Proven prioritization, time management and project management skills.
    • Collaborate with cross departmental teams (financial management, cash management, contract…
Get e-mail updates for the latest Excel Funds Management jobs

By creating a job alert, you agree to our Terms . You can change your consent settings at any time by unsubscribing or as detailed in our terms.

Career Resources:

Job Post Details

Data Intelligence Lead - job post

True North HR Consulting
Waterloo, ON•Hybrid work
$120,000–$140,000 a year - Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • $120,000–$140,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday

Location

Waterloo, ON•Hybrid work

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Profit sharing
  • Extended health care

Full job description

Location: 420 Wes Graham Way Suite 312, Waterloo, ON N2L 0J6

Type: Full-Time | Monday–Friday (9AM to 5PM)

Hybrid Work Schedule – Flexible based on business needs

Compensation: $120,000 –$140,000 per year (we are flexible based on level of experience)

Vacancy Status: Newly created role

TriCert Investment Counsel was founded over 25 years ago by two visionary accountants who recognized their clients could be better served by providing a sound, disciplined investment management approach alongside the integration of trusted accounting expertise into financial planning and wealth optimization. Today, we proudly manage over $3 billion in assets on behalf of thousands of clients. Our QSect approach matches a client’s investment profile with a tailored portfolio designed to meet their goals and provide peace of mind through volatile markets.

Seamlessly working with your accountant and financial planner, your portfolio manager takes a holistic view of your financial affairs, aligning your investment plan with your tax and financial plans. Your financial plan’s goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency and deliver results.

TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel Inc. is registered as an Investment Fund Manager in Ontario. A proud member of the Portfolio Management Association of Canada.

Taking a holistic view of your financial affairs, together with your tax plan, financial plan, and broader financial landscape, we tailor solutions unique to you. Your financial plan’s goals serve as our benchmark to build portfolios that let you sleep soundly, optimize tax efficiency and deliver results.

TriCert Financial Group, a division of TriCert Investment Counsel, is seeking a Data Intelligence Lead, reporting to the Chief Operating Officer. This is a hands-on, individual contributor role that will build and maintain the data foundation powering our integrated wealth management, investment management, insurance, and accounting and tax-informed financial planning strategy. This role turns fragmented data from multiple enterprise systems into structured, governed, and actionable intelligence — delivering dashboards, opportunity models, predictive indicators, and AI-enabled workflows across all business areas. A central priority is contributing to the TriCert Intelligence Platform, connecting our portfolio management, CRM, insurance, and document systems through a unified data layer and AI agent infrastructure to power next-generation client and advisor intelligence.

We are looking for a builder — technically strong, commercially curious, and hungry to grow with a firm in an ambitious scaling phase. You will own the data development, analytics, and modelling work, partnering directly with stakeholders to turn business needs into practical solutions, while working alongside our existing data warehouse and BI team, with direct exposure to senior leadership. If you want ownership, meaningful scope, and a visible footprint on how a $4B+ wealth management firm uses its data, this role is for you.

Why join our team?

  • Flexible hybrid work environment
  • Competitive compensation and profit sharing
  • Extended health, dental and vision benefits
  • Professional development support, including paid designations and training

Key Areas of Responsibility:

1. Data Development & Modelling

  • Build and maintain scalable data structures and pipelines spanning wealth management, investment management, insurance, CRM, billing, document management, and operational systems
  • Build reusable data models, transformation logic, mappings, reporting datasets, and documented data flows across all TriCert systems
  • Extract, collate, clean, normalize, and structure data from multiple source systems; ensure quality, consistency, and completeness

2. Intelligence Platform & AI Integration

  • Build the data and integration layer of the TriCert Intelligence Platform, connecting portfolio management, CRM, insurance, and operational systems through a unified data layer
  • Design and build AI agent workflows using Azure AI Foundry and Copilot Studio to deliver advisor intelligence, client opportunity signals, and operational automation across Dynamics 365 and connected platforms

3. Analytics & Insight Generation

  • Build dashboards, scorecards, reports, and analytical models for business users and senior leadership.
  • Develop opportunity-identification models and segmentation frameworks using client, household, investment, tax, insurance, and CRM data to drive commercial outcomes
  • Apply data mining techniques to uncover patterns, trends, and signals across TriCert’s data environment; support forecasting, predictive indicators, and advisor effectiveness and business performance insights

4. Data Governance & Quality

  • Define and enforce data ownership, access controls, lineage, documentation standards, and quality expectations across TriCert’s data environment
  • Implement governance tooling using Microsoft Purview, sensitivity labels, DLP, and audit logging; validate outputs for accuracy, explainability, and appropriate use

5. Regulatory & Compliance Alignment

  • Ensure data practices align with Canadian regulatory requirements including PIPEDA, OSC and CIRO guidance, and NI 31-103 obligations relevant to client data handling
  • Apply privacy-aware design principles across all data models, workflows, and reporting environments handling sensitive client and financial information

6. Stakeholder Partnership

  • Work directly with wealth management, insurance, operations, compliance, technology, and senior leadership to gather requirements, deliver usable data solutions, and translate complex data concepts into business value

Required Experience & Skills

  • 10+ years of progressive experience in data development, analytics engineering, or business intelligence, with demonstrated ownership of solutions from design through delivery
  • Proficiency in SQL, Python, Excel, Power Query, Power Pivot, DAX, Power BI (Service, Dataflows, Paginated Reports), and data modelling, ETL/ELT design, relational databases, data mapping and transformation
  • Strong understanding of relational databases, data mapping, transformation logic, and data quality management
  • Demonstrated ability to work with fragmented, imperfect, and inconsistently structured data from real-world enterprise systems
  • Ability to connect data insights and data mining outputs to commercial, client, and operational outcomes; translate technical models into clear business value for non-technical stakeholders
  • Comfortable working independently in an ambiguous, evolving environment with competing priorities and minimal handholding

The following experience/skills would be considered strong assets:

  • Data platforms: Microsoft Fabric (OneLake, Lakehouse, Warehouse), Azure SQL Database, Azure Data Factory, Dataverse, Microsoft Graph, APIs
  • Automation and business apps: Power Automate, Power Apps, Dynamics 365
  • Governance and privacy tooling: Microsoft Purview, sensitivity labels, DLP, audit logging, access controls, data lineage
  • Advanced analytics and data mining: segmentation models, opportunity models, predictive indicators, pattern recognition across structured data
  • Background in financial services, wealth management, insurance, accounting, tax, investment management, or professional services
  • Familiarity with portfolio management, insurance management, CRM, billing, and document management platforms
  • Experience creating opportunity models, segmentation models, data mining workflows, or predictive analytics in a regulated environment
  • Exposure to AI/ML workflows, LLM integration, or intelligent automation in an enterprise context
  • AI and intelligent automation: Azure AI Foundry, Copilot Studio, AI Builder, Azure Functions, Logic Apps

If you are interested in joining a successful and growing organization, we encourage you to submit your resume for consideration. Candidates selected for an interview will be contacted within legislated timelines.

We are committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. We are committed to providing a barrier free workplace. If accommodation is required during the selection or interview process, it will be available upon request. This job posting is available in an accessible format upon request.

We do not use artificial intelligence systems to screen, assess, or select applicants — all hiring decisions are made through human review.

While we appreciate all interest, only those candidates selected for an interview will be contacted.

Pay: $120,000.00-$140,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • Paid time off
  • Profit sharing
  • Vision care

Work Location: Hybrid remote in Waterloo, ON

Let Employers Find YouUpload Your Resume