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Added 10 mins ago
Senior Data Analyst
TekStaff IT Solutions
Toronto, ON
Contract
TekStaff's Client has a current vacancy for a Senior Data Analyst
Added 10 mins ago
IT Project Manager - Re-Insurance
Collabera
Toronto, ON
Contract
The role also requires strong Business Analyst (BA) capabilities, as the individual must be able to understand business requirements, communicate effectively with business stakeholders, and…
Added 10 mins ago
Senior Financial Crime Risk Analyst (5522)
TD
Markham, ON
Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 10 mins ago
Analyst, Supply Chain
Indigo
Brampton, ON
$55,000 to $70,000 CAD / year
Contract
The Analyst, Supply Chain ensures product availability, timely communication and supply chain flow performance in order to meet the needs of the business. This role also supports the larger…
Added 12 mins ago
Benefit Analyst
People Corporation
Burnaby, BC · Vancouver, BC · BC - PC Lougheed - Burnaby
Full-time
The Benefits Analyst will provide group benefits consulting support, including design and financial management for clients and prospects. The Benefits Analyst will work closely with…
Added 12 mins ago
Représentant au crédit | Credit Representative
Guillevin
Montreal, QC · Eastern Credit Office
Full-time
Reporting to the Credit Manager, the Credit Analyst is responsible for a portfolio of clients. The analyst evaluates credit requests of new and existing clients through research and…
Added 12 mins ago
IT Quality Intermediate Analyst - Officer
Citi
Mississauga, ON
Full-time
The IT Quality Intermediate Analyst is a fully hands-on engineering role responsible for building, executing, and maintaining programmatic test automation frameworks for multi-tier user…
Added 12 mins ago
Business Analyst
Symbiotic Digital
Toronto, ON · Downtown Toronto (Ryerson), Ontario
Contract
We are seeking an experienced Business Analyst to provide
Added 12 mins ago
Senior Analyst, Data & Analytics (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 12 mins ago
Senior Analyst, Data & Analytics
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 12 mins ago
KYC Analyst
The Maples Group (Financial Services)
Montreal, QC
Full-time
We are looking for an accomplished Anti-Money Laundering/KYC Analyst to join our Anti-Money Laundering team as part of our financial services business in Montreal.
Added 41 mins ago
Software Developer – CRM – Senior - RQ10953
S M Software Solutions Inc
Toronto, ON
Full-time
Client: Ministry of Public and Business Service Delivery and Procurement - RQ10953
Added 41 mins ago
Financial Data and Cost Analyst
Titan Trailers Industries Limited - UK
Tillsonburg, ON
Full-time
Opportunity to support the build of the best trailers in the business
Added 41 mins ago
Analyst – TDS Trade Agreement Data Services
TD Securities
Toronto, ON
Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 41 mins ago
Senior Analyst, Data & Analytics (12 Month Contract)
Canada Life
Toronto, ON
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 41 mins ago
Senior Analyst, Data & Analytics
Canada Life
Toronto, ON
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 41 mins ago
OPGT Senior CRM Developer | Skills: D365 CE/F&O, Power BI (DAX/Power Query), SQL | Eval: D365 Dev/Reporting, Power BI, Data Integration, DW/Lakehouse
CCI- Computer Consultants International, Inc.
Toronto, ON
Contract
Data analysis: analyze and interpret complex data sets to provide valuable insights into business performance and trends.
Added 41 mins ago
Senior Analyst, Data & Analytics
Canada Life
Winnipeg, MB
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 41 mins ago
Senior Analyst, Data & Analytics (12 Month Contract)
Canada Life
Winnipeg, MB
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 41 mins ago
Senior Analyst, Data & Analytics
Canada Life
London, ON
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 41 mins ago
Senior Analyst, Data & Analytics (12 Month Contract)
Canada Life
London, ON
Full-time
The Senior Data Analyst leads analytical framing, experimentation, business analysis, value realization, stakeholder engagement, and solution delivery support for AI-enabled business…
Added 57 mins ago
Senior Salesforce Analyst, Marketing Delivery
TD
Toronto, ON
Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 57 mins ago
Senior Payroll Analyst
Co-op
Saskatoon, SK
Full-time
Federated Co-operatives Limited (FCL) is hiring a Senior Payroll Analyst on a temporary basis within our People & Culture team (term up to 12 months, may be extended or lead to permanent).
Added 1 hour ago
Information Security Analyst
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
$45 to $52 CAD / hour
Contract
Contract Duration: 3 months (with potential for extension based on business needs and performance)
Added 1 hour ago
IT - Info Security Analyst II
Robertson & Company Ltd.
Toronto, ON
Contract
Robertson is seeking a skilled IT - Info Security Analyst II to join our client in support of an existing vacancy.

Closed listing

Calculated Hire

Senior Business System Analyst

Toronto, ON, Canada

Pay: $90 to $100 CAD / hour
Job type: Contract
Closing date: Oct 21, 2026
Posting language: English
Posted: Sep 21, 2026

This opening has closed.

The original listing is kept below for reference.

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Added 2 hours ago
Business System Analyst (Wealth)
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Added 2 hours ago
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Added 3 hours ago
information systems business analyst
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Added 17 hours ago
Technical Business Analyst - GitHub, Bitbucket, ServiceNow & DevSecOps
Astra-North Infoteck Inc. ~ Conquering today’s challenges, achieving tomorrow’s vision! · Toronto, ON, Canada

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Original job description

Archived listing. The details below describe a past opening.

Portfolio Management / Overlay – Functional Lead

Toronto, Canada – Hybrid

$90-100/hour DOE

1+ Year Contract

Position Overview

We are seeking a Senior Portfolio Management Functional Lead with deep expertise in wealth management, brokerage, portfolio management, and investment technology. This individual will serve as a key liaison between business, technology, and operations, helping to define and deliver solutions supporting portfolio management, portfolio modelling, overlays, performance reporting, and related wealth management capabilities.

The ideal candidate will bring hands-on experience managing or supporting a Portfolio Overlay function within a brokerage environment, combined with strong knowledge of portfolio analytics and wealth technology platforms.

Key Responsibilities

Serve as the functional subject matter expert for portfolio management, portfolio modelling, overlays, and performance reporting.
Partner with business stakeholders, technology teams, and operational leaders to define requirements and deliver portfolio management solutions.
Lead the functional design and implementation of wealth and investment management technology platforms.
Translate complex business requirements into clear functional specifications, user stories, process flows, and technology requirements.
Evaluate and recommend solutions related to portfolio construction, modelling, overlay management, performance measurement, and reporting.
Support implementation, integration, testing, and optimization of portfolio management platforms.
Develop and present recommendations, business cases, and executive-level presentations to senior leadership.
Identify opportunities to improve portfolio management processes, technology capabilities, and operational efficiency.
Work closely with portfolio managers, investment teams, brokerage stakeholders, product teams, technology, and operations.
Provide subject matter expertise throughout the full project lifecycle, from requirements gathering and solution design through implementation and ongoing optimization.

Required Qualifications & Experience

Senior-level experience in portfolio management, wealth management, or brokerage.
Direct experience managing or supporting a Portfolio Overlay team/function within a brokerage or wealth management organization.
Experience working within a major brokerage or wealth management institution such as RBC, National Bank, Richardson, or a similar organization.
Strong understanding of portfolio management and investment analytics, including: Time-Weighted Rate of Return (TWRR); Dollar-Weighted Rate of Return / Internal Rate of Return (IRR); Portfolio modelling; Portfolio overlays; Performance measurement and reporting
Hands-on experience implementing, configuring, or supporting wealth/investment technology platforms.
Strong understanding of the intersection between portfolio management business processes and technology solutions.
Experience working in a brokerage branch environment is highly preferred.

Business & Delivery Experience

The following experience would be highly valued:

Previous experience as a Business Analyst supporting portfolio management or wealth management initiatives.
Experience as a Senior Product Owner, Business Architect, or Functional Lead within portfolio management, investment management, or wealth technology.
Experience gathering and translating business requirements into technology solutions.
Experience leading cross-functional initiatives involving business, technology, operations, and investment stakeholders.
Proven ability to manage competing priorities and operate effectively within complex financial-services environments.

Education & Credentials

CIM, CFA, or equivalent investment/portfolio management designation required.
CFA designation preferred.
Relevant university degree in Finance, Business, Economics, Computer Science, or a related discipline is preferred.

Communication & Leadership

Excellent written and verbal communication skills.
Ability to communicate complex portfolio management and technology concepts to both technical and non-technical audiences.
Demonstrated ability to create executive-level presentations and decks.
Strong ability to formulate, articulate, and present recommendations to senior leadership.
Comfortable influencing stakeholders and driving decisions without direct authority.
Strong analytical, problem-solving, and strategic thinking skills.

Ideal Candidate Profile

The ideal candidate is a senior portfolio management professional who understands both the investment business and the technology supporting it. They have firsthand experience in a brokerage or wealth management environment, understand how portfolio overlays and modelling work in practice, and can translate those requirements into scalable technology solutions.

This role is particularly well suited to someone who has progressed from a portfolio management or investment operations background into a Business Analyst, Product Owner, Business Architect, or Functional Lead role and is comfortable operating across business, technology, and operations.

ABOUT EIGHT ELEVEN:

Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws.

About employer

More about this job

Responsibilities

The functional lead will serve as a liaison between business, technology, and operations to define and deliver portfolio management and modelling solutions. They are responsible for translating complex business requirements into functional specifications and leading the implementation of wealth management technology platforms.

Requirements

Candidates must have senior-level experience in portfolio management or brokerage environments with a strong understanding of investment analytics and technology. A professional designation such as CIM or CFA is required, along with a relevant university degree.

Skills

Portfolio Management
Wealth Management
Portfolio Modelling
Portfolio Overlays
Performance Reporting
Investment Technology
Business Analysis
Functional Design
Investment Analytics
TWRR
IRR
Brokerage Operations
Stakeholder Management
Requirements Gathering
Financial Services
Strategic Thinking

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Brokerage
Portfolio Modelling
Portfolio Overlays
Performance Reporting
Investment Technology
TWRR
IRR
CIM
CFA
Business Analyst
Product Owner
Business Architect
Functional Lead
Financial Services
Investment Analytics
Requirements Gathering
Process Flows
System Integration
Stakeholder Management
Executive Presentations
Project Lifecycle
Wealth Technology
Investment Operations

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