Insight Global is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a current 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 new 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
- Strong 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 (Toronto)
🏢 Insight Global
📍 Toronto
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