CRM Data Analyst (Python, SQL, Excel/Power Query, Banking exp required)

Our banking client is looking for a CRM Data Analyst (Python, SQL, Excel/Power Query, Banking exp required)

Length: 12 months contract to start with the high possibility of extension

Location: Toronto, ON – Hybrid (2-3 days in office (Tues, Wd & Thurs on site))

Working hours: 9:00am-5:00pm EST (37.5 hours/day)

Line of Business: Global Asset Management

Reports to: Product Owner, CRM

Project: Data quality & data automation projects

Team size: Immediate team 4

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ROLE MANDATE:

We’re hiring a contract CRM Data Analyst to reconcile datasets with our CRM and prepare clean, enriched files for upload. You’ll combine Excel (including fuzzy matching/Power Query) with structured rules and clear documentation to drive accurate, repeatable results.

This role suits someone who enjoys problem-solving with imperfect data.

Candidate value proposition: High visibility across multiple business groups

KEY RESPONSIBILITIES:

• Compare external data to CRM records and determine the correct matches.
• Use Excel lookups (and/or Power Query) and other techniques to automate matching.
• Apply judgment on ambiguous cases; validate results with supporting fields.
• Document matching scenarios, rules, and assumptions so the process is auditable and repeatable.
• Produce a final, enriched dataset ready for CRM import and maintain a clear audit trail.
• Maintain overall CRM system hygiene, ensuring data accuracy and completeness.

MUST HAVE

• 5+ years of experience in similar role (Max bill rate to commensurate with # of years of experience).
• Intermediate–Advanced Excel skills (XLOOKUP/INDEX-MATCH, Power Query; fuzzy matching).
• Experience with data reconciliation, deduplication, and quality checks across multiple sources.
• Strong documentation habits and attention to detail.
• Ability to document matching logic clearly so it can be repeated and automated
• Solid understanding of data quality management and validation techniques
• Familiarity with CRM platforms (e.g., Salesforce) and the asset/wealth management sector in Canada.
• Detail-oriented with a commitment to data accuracy and consistency

NICE TO HAVE

• Ability to script in Python (pandas) and/or write basic SQL is an asset.
• Experience with data integration and ETL processes (Extract, Transform, Load)
• Banking/Financial industry preferred

Education/certifications: Post secondary education

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URGENT: Please read the job description above. If this interests you, apply to the job with your most updated resume, including your contact number and email address.

The recruiter in charge of this role is Zara

If you do not think you are a match for this opportunity, but know someone who is, feel free to forward this job description to them and you will be eligible for a referral bonus upon a successful hire.

Please note that this is the most up to date version of job description available at this time – During Client Interview you will receive additional information – variance may apply!

Please note: Adherence to our end client’s vaccination policy is a requirement.

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Job Types: Full-time, Fixed term contract

Contract length: 12 months

Pay: $48.87-$58.18 per hour

Expected hours: 37.5 per week

Work Location: In person