We're partnering with a leading insurance & investments organization to hire an Investment System Implementation Leader to support their Investment Finance function, specifically with an investment system conversion and implementation.

This is a high-impact role for someone who enjoys acting as an internal consultant--partnering with investment teams to drive process improvements, strengthen controls, and enhance reporting.

Our client, is currently using SS&C;'s Portia investment system. They are looking to implement a recent system and are just in the beginning stages of requirements gathering. This position will act as the bridge between Investment Finance and Systems , leading the implementation of a new investment system (the full scope is still being determined - with our client considering IBOR, ABOR, or OMS options).

What You’ll Be Doing

- Lead process improvement initiatives across Investment Finance
- Lead the investment system implementation and conversion
- Partner with stakeholders to identify control gaps, inefficiencies, and operational risks
- Design and implement scalable solutions, controls, and reporting frameworks




- Support development of management systems (KPIs, reporting, training, governance)
- Deliver training on process improvement methodologies
- Build strong cross-functional relationships and influence key stakeholders

What We’re Looking For

- 7+ years of experience in investment operations or investment finance
- Strong experience implementing investment systems
- Experience migrating from Portia , or experience with Portia, considered a strong asset
- Strong understanding of controls, risk, and financial reporting
- Proven ability to lead process improvement or transformation initiatives
- Clear and concise communicator with strong stakeholder management skills
- Self-starter with a high level of ownership and accountability

Compensation

Total target compensation: $130K – $180K (base + bonus)

Why This Role

- High visibility with senior stakeholders
- Opportunity to drive meaningful change
- Clear path into leadership or strategic project roles

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📌 Investment System Implementation Leader (Toronto)
🏢 Engage Recruitment
📍 Toronto