Business Analyst Portfolio Management and Trade
Contract: Toronto, Ontario, CA

Contract: 6-month contract + conversion to Fulltime

Location: Toronto, ON- Hybrid - 4x'/week on-site (Monday to Thursday- In-person)

Start Date: ASAP

Compensation: $90-$95/hour

Interview Process: 2 Rounds

Key responsibilities

Analyze the existing monolithic PMS and assist in breaking it into microservices

Map portfolio management workflows into clear technical and functional requirement

Document system flows, processes, functional specs, and acceptance criteria

Validate investment workflows, including rebalancing, corporate actions, and trade lifecycle

Ensure developers have accurate, actionable requirements for feature development

Work with the lead BA to align requirements across related application

Eventually collaborate with portfolio managers, operations, or stakeholders as the role evolves

Support future enhancements and system stability as microservices mature

Must-Haves

Portfolio Management Domain Expertise

Robust understanding of portfolio management workflows, including: Rebalancing, Corporate actions, Daily portfolio operations, Trade workflows

Experience with Charles River (CRD) or similar OMS/PMS tools: Exposure is acceptable; deep CRD technical mastery not required

Build or support an in-house PMS is plus





Ability to work closely with developers and understand technical concepts

Experience writing: Functional requirements, User stories, Process flows, Acceptance criteria

Ability to interpret workflows without constantly relying on PMs to define what's already built

Experience supporting large-scale system changes or modernizations

Nice-to-Haves

Technical background (APIs, system design basics, data flow understanding)

Experience working in a microservices environment

Experience with capital markets systems beyond PMS (OMS, risk, trading platforms)

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location. For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.

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📌 Business Analyst Portfolio Management and Trade (Ontario)
🏢 Collabera
📍 Ontario