Job Specifications
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
We are seeking a Data Solutions Designer to join our Data, Analytics & AI (DNA) team in shaping data-driven solutions that enable investment insights, operational efficiency, and client reporting across our asset management business. In this role, you will help design and guide the implementation of end-to-end data flows—from source systems through to final consumption by business intelligence platforms, data science models, and third-party consumers. This includes contributing to platform architecture, data modeling, and solution review across a modern stack. You’ll collaborate with data engineers, analysts, quants, and business stakeholders to ensure that data solutions are well-architected, secure, scalable, and aligned with the needs of a fast-paced, regulated industry.
RESPONSIBILITIES
Design End-to-End Data Solutions
Design robust data solutions supporting business intelligence, data processes, analytics and AI/ML initiatives.
Develop technical flowcharts, data flow diagrams (DFDs), and system interaction models to visualize and validate proposed data solution designs.
Define data flows from ingestion through transformation, storage, and delivery—including real-time and batch patterns.
Ensure solutions support both operational and analytical use cases (e.g. dashboards, APIs, external data delivery).
Collaborate Across Teams
Partner with data engineering, analytics, and AI teams to evaluate and enhance solution designs.
Provide guidance on architectural decisions, platform capabilities, and technology choices within our AWS and Snowflake-based ecosystem.
Modeling & Metadata
Design logical and physical data models to support various levels of reporting and analysis.
Partner with Data Governance to help promote standards for metadata, documentation, and lineage tracking using tools like Alation, DBT and Tableau Data Catalogs.
Platform & Governance Alignment
Ensure all designs align with platform standards, data governance policies, and regulatory requirements relevant to asset management.
Contribute to improving data product delivery patterns, reusability, and performance optimization.
Review & Influence
Review proposed solution designs and challenge approaches to ensure strategic alignment, maintainability, and fit-for-purpose outcomes.
Act as a thought partner in refining how we deliver data, analytics, and AI capabilities to the business.
EDUCATION
Bachelor’s degree in Computer Science, Information Systems, Data Science, Engineering, or a related field (required).
Master’s degree in Data Analytics, Information Systems, or Financial Engineering (preferred).
Relevant certifications (e.g. Snowflake, AWS, dbt, TOGAF) are a plus.
EXPERIENCE
5+ years of experience in data architecture, data solution design, or data engineering—preferably within financial services or asset management.
Strong understanding of data platforms and architecture, including experience with:
Snowflake for cloud data warehousing
AWS for cloud services and data pipelines
dbt for transformation and documentation
Demonstrated experience designing data flows and models to support BI, reporting, and/or AI/ML use cases.
SKILLS
End-to-End Solution Design Thinking - The ability to see the full lifecycle of a solution—from data ingestion, processing, and modeling to delivery and consumption—while aligning it to business goals.
Ability to work cross-functionally and communicate clearly with both technical and business stakeholders.
Solid understanding of data governance, quality, privacy, and regulatory considerations in financial environments.
Desirable experience and skills
Familiarity with investment data domains such as holdings, transactions, benchmarks, risk, or client reporting.
Experience with data sharing, APIs, or delivering data to external consumers or partners.
Exposure to AI/ML workflows or interest in collaborating on data science-enabled solutions.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at