Advance your career as a Senior Portfolio Management Functional Lead specializing in wealth management. This role focuses on technology implementation and leadership within a Portfolio Overlay team.
We seek a senior expert with substantial knowledge in portfolio performance calculations and brokerage practices. Candidates should have experience as a Business Analyst or Senior Product Owner with a deep understanding of technology platforms and portfolio modeling. Communication skills are vital as you will present insights to senior leadership while establishing effective collaboration among teams.
Key Responsibilities:
• Oversee management of Portfolio Overlay team
• Implement wealth management technology platforms
• Ensure accuracy in performance calculations and reports
• Create impactful presentations for executives
• Collaborate with technology and operations teams
Requirements:
• CFA, CIM, or equivalent credentials required
• Robust experience in portfolio management or modelling
• Background in brokerage operations essential
• Excellent verbal and written communication required
• Proven leadership experience with technology integrations
Leverage your domain expertise to lead transformative initiatives in portfolio management and technology integration, achieving exceptional results.
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Apply on Kit Job: kitjob.ca/job/2fs5jk
📌 Senior Functional Lead in Portfolio Management with Brokerage Experience (Toronto)
🏢 Calculated Hire
📍 Toronto
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