BSA (Portfolio Management Specialist)

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 portfolio management expertise and experience supporting or building Portfolio Management Systems (PMS) and Order Management Systems (OMS), while partnering closely with portfolio managers, traders, and investment teams.

The ideal candidate has hands-on experience with portfolio management workflows, including asset allocation, rebalancing, trading, and performance analysis, and can translate those workflows into scalable product and platform capabilities. Experience with AI, GenAI, or advanced analytics within investment settings is considered a robust asset.

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

Required Skills & Experience
Robust portfolio management domain expertise
Experience with:
Portfolio construction and asset allocation
Rebalancing and trading workflows
Portfolio performance measurement and analytics
Direct experience working with portfolio managers, traders, or investment teams in a front-office environment




Experience as a Product Owner, Business Analyst, Subject Matter Expert (SME), or similar role supporting:
Portfolio Management Systems (PMS)
Order Management Systems (OMS)
Hands-on experience with portfolio platforms such as:
Charles River
Aladdin
SimCorp
Advent
Eagle
Wealth360
Similar industry-standard platforms
Experience supporting system implementations, upgrades, or digital transformations
Strong ability to translate investment processes and workflows into product requirements and system capabilities

Nice-to-Have Skills & Experience
Exposure to AI, GenAI, or advanced analytics in investment or product environments
Experience improving investment workflows through automation or AI-driven tools
Background in wealth management or asset management, including SMA or UMA programs
CFA designation or equivalent investment-related credentials

*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 $70 - 83/hr CAD.

*This role is a new vacancy

*No requirement for Canadian experience or education.

📌 Business Analyst Toronto
🏢 Insight Global
📍 Toronto