Business Analyst - Portfolio Management

Contract: Toronto, Ontario, CA

Salary Range: 90.00 - 104.00 | Per Hour

Job Code:

End Date:

Days Left: 29 days, 3 hours left

Title

Business Analyst - Portfolio Management

Type

1. month contract + opportunity to extend

Location

Toronto, ON

Work Model

Hybrid (4 day on-site/Week)

Pay Rate

$90-105/hr

Interview Process

Modernizing the Portfolio Management System (PMS) and decomposing a legacy monolithic application into microservices.

Day-to-Day Responsibilities

The Technical BA will support the modernization of the portfolio management platform by analyzing investment workflows, documenting system requirements, and partnering closely with engineers.

Key responsibilities

- Analyze the existing monolithic PMS and assist in breaking it into microservices
- Map portfolio management workflows into explicit technical and functional requirements
- Document system flows, processes, functional specs, and acceptance criteria
- Validate investment workflows, including rebalancing, corporate actions, and trade lifecycle
- Ensure developers have accurate, actionable requirements for feature development
- Work with the lead BA to align requirements across related applications
- Eventually collaborate with portfolio managers, operations, or stakeholders as the role evolves
- Support future enhancements and system stability as microservices mature

Must-Haves

- Portfolio Management Domain Expertise:



Strong understanding of portfolio management workflows, including:
- Rebalancing
- Corporate actions
- Daily portfolio operations
- Trade workflows
- Experience with Charles River (CRD) or similar OMS/PMS tools (exposure acceptable; deep CRD mastery not required)
- Experience building or supporting an in‐house PMS is ideal

Technical/BA Skills

- Ability to work closely with developers and understand technical concepts
- Experience writing functional requirements, user stories, process flows, acceptance criteria Ability to interpret workflows without constantly relying on PMs to define what's already built
- Experience supporting large‐scale system changes or modernizations (preferred)

Nice-to-Haves

- Technical background (APIs, system design basics, data flow understanding)
- Experience working in a microservices environment
- Experience with capital markets systems beyond PMS (OMS, risk, trading platforms)

Soft Skills

- Strong analytical and documentation skills
- Clear, concise communicator
- Ability to collaborate effectively with engineers and BAs
- Comfortable working with limited stakeholder interaction initially
- Adaptable as responsibilities expand into business‐facing support

Job Requirement

- BA
- Portfolio Management
- Project manager
- Charles River Lead BA
- Order Management System
- Monolithic Apps
- Trade Workflows
- Risk Analysis

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