Insight Global is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application. This role requires deep expertise in Portfolio Management systems and practices, with a focus on defining the target state, managing implementation strategy, and guiding organizational decision‑making throughout the deployment lifecycle.
Strategic Planning
Define the target architecture and capabilities for the recent Portfolio Management system.
Develop the program’s implementation and rollout strategy.
Set governance structures and success measures.
Requirements & Analysis
Gather and validate business and technical requirements across teams.
Perform data analysis to inform system design and migration plans.
Identify gaps between current‑state processes and future‑state needs.
Decision Support & Communication
Create option analyses outlining trade‑offs, timelines, and resource needs.
Present insights and recommendations to executives and stakeholders.
Lead decision‑making forums and communicate outcomes organization‑wide.
Oversee requirements delivery, system configuration, and solution alignment.
Manage stakeholder engagement and change management activities.
Drive cross‑functional collaboration to ensure successful execution.
Required Skills & Experience
10+ years of hands‑on experience with Portfolio Management systems and applications
Deep understanding of Portfolio Management capabilities, best practices, and industry standards
Proven experience leading complex system implementations or transformations
Robust analytical and business process improvement skills
Excellent stakeholder management and communication abilities
Experience preparing business cases and presenting to senior leadership
Self‑organized and results‑driven with ability to manage multiple priorities independently
Demonstrated success working in large matrixed organizations with ability to navigate complex stakeholder landscapes and drive consensus across competing priorities
Nice to Have Skills & Experience
CFA
*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
*Pay range for this role is between $60/hr - 80/yr CAD.
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📌 Portfolio Management Specialist (Ontario)
🏢 Insight Global
📍 Ontario
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