Business Analyst Portfolio Management and TradeContract: Toronto, Ontario, CAContract: 6-month contract + conversion to FulltimeLocation: Toronto, ON- Hybrid - 4x'/week on-site (Monday to Thursday- In-person)Start Date: ASAPCompensation: $90-$95/hourInterview Process: 2 RoundsKey responsibilitiesAnalyze the existing monolithic PMS and assist in breaking it into microservicesMap portfolio management workflows into clear technical and functional requirementDocument system flows, processes, functional specs, and acceptance criteriaValidate investment workflows, including rebalancing, corporate actions, and trade lifecycleEnsure developers have accurate, actionable requirements for feature developmentWork with the lead BA to align requirements across related applicationEventually collaborate with portfolio managers, operations, or stakeholders as the role evolvesSupport future enhancements and system stability as microservices matureMust-HavesPortfolio Management Domain ExpertiseStrong understanding of portfolio management workflows, including: Rebalancing, Corporate actions, Daily portfolio operations, Trade workflowsExperience with Charles River (CRD) or similar OMS/PMS tools:



Exposure is acceptable; deep CRD technical mastery not requiredBuild or support an in-house PMS is plusAbility to work closely with developers and understand technical conceptsExperience writing: Functional requirements, User stories, Process flows, Acceptance criteriaAbility to interpret workflows without constantly relying on PMs to define what's already builtExperience supporting large-scale system changes or modernizationsNice-to-HavesTechnical background (APIs, system design basics, data flow understanding)Experience working in a microservices environmentExperience 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, advantages 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.

📌 Business Analyst Portfolio Management And Trade (Toronto)
🏢 Collabera
📍 Toronto