Required Skills & Experience

Robust portfolio management domain expertise (must have)

Experience with: portfolio construction / asset allocation rebalancing / trading workflows performance / portfolio analytics

Experience working directly with: portfolio managers, traders, or investment teams (front-office exposure required)

Experience in a Product Owner, Business Analyst, or SME role supporting: Portfolio Management Systems (PMS) or Order Management Systems (OMS)

Hands-on experience with portfolio platforms such as: Charles River, Aladdin, SimCorp, Advent, Eagle, Wealth360, etc.

Experience supporting system implementations, upgrades, or transformations

Strong ability to translate investment workflows into system/product requirements

Nice to Have Skills & Experience

Exposure to AI / GenAI / advanced analytics within investment or product contexts

Experience enhancing workflows using AI-driven tools or automation

Background in wealth or asset management environments (SMA / UMA programs) CFA or equivalent investment credentials

Job Description





Insight Global is hiring a Portfolio Management Specialist to support the implementation and evolution of a Portfolio Management platform. This role requires deep, hands-on portfolio management domain expertise, combined with experience supporting or building portfolio systems (PMS/OMS) and partnering closely with front-office stakeholders (portfolio managers, traders, investment teams). The ideal candidate has experience working directly within portfolio management workflows (asset allocation, rebalancing, trading, performance, etc.) and can translate those workflows into scalable platform capabilities. Exposure to AI or advanced analytics within investment or product environments is a plus.

60-90/hr

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.

📌 Business System Analyst (Mississauga)
🏢 Insight Global
📍 Mississauga