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Added 16 mins ago
Lead SAP TMS Consultant
Infosys
AB
Presenting the solution in architect/design meeting and getting it approved for deployment
Added 16 mins ago
Principal Consultant - SAP EWM Consultant
Infosys
Canada
Should have at least two-three end to end implementation projects and at least one where performed as Solution Architect preferably at client location. Experience in multiple, full…
Added 1 hour ago
Solution Architect / Lead EBO Engineer – BAS (SABAS002)
Potenco
Toronto, ON · Greater Toronto Area, Canada
Full-time
Solution Architect / Lead EBO Engineer – Building Automation Systems
Added 2 hours ago
Principal SAP TMS Consultant
Infosys
Canada
Define and develop solution architecture, steering customization and integration efforts based on thorough business analysis
Added 2 hours ago
Specialist Business Intelligence Performance Measurement and Reporting
Provincial Health Services Authority
Vancouver, BC
Full-time
…determining software architecture and leading all levels of the solution development and deployment. Ensure security and permission levels maintain patient, physician and data…
Added 4 hours ago
Senior Technical Consultant - PubSec
Salesforce Partner Canada
Toronto, ON
Full-time
…deliverables. They serve as hands-on advisors, using strong solution and technical knowledge, Salesforce product knowledge, industry experience, consulting experience, and knowledge of…
Added 5 hours ago
Director Solution Architect
Royal Bank of Canada
Toronto, ON
Full-time
…and business stakeholders to develop the end-to-end technical solution architectures for high-complexity and high-risk IT initiatives to meet sponsor’s needs. You will work primarily on…
Added 7 hours ago
Responsable Architecte IA (Intelligence Artificielle)
Avanade
Montreal, QC
Full-time
The AI Architect is responsible for designing and developing scalable AI solutions aligned to a business strategy and benefits case as well as supporting as an AI technical advisor and SME…
Added 7 hours ago
Lead Data Engineer - AI & Machine Learning
Royal Bank of Canada
Toronto, ON
Full-time
Join a high-performing team transforming RBC's Chief Data Office. You will work closely with SMEs, business stakeholders, architects, and senior developers to build and deploy scalable,…
Added 9 hours ago
Solutions Designer- Canada Public Sector, Federal
Cisco
Ottawa, ON · Kanata, Ontario
Full-time
…transformation. This includes connecting people, processes, data, and things through networks that form an essential foundation for an AI-powered…
Added 10 hours ago
Lead Data Engineer - AI & Machine Learning
RBC
Toronto, ON
Full-time
Join a high-performing team transforming RBC's Chief Data Office. You will work closely with SMEs, business stakeholders, architects, and senior developers to build and deploy scalable,…
Added 10 hours ago
Director Solution Architect
RBC
Toronto, ON
Full-time
…and business stakeholders to develop the end-to-end technical solution architectures for high-complexity and high-risk IT initiatives to meet sponsor’s needs. You will work primarily on…
Added 11 hours ago
Lead Infrastructure Architect
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
Full-time
The Lead Infrastructure Architect plays a key role in shaping and maintaining FSRA’s hybrid cloud environment. This role provides technical leadership and oversight to ensure the…
Added 11 hours ago
Solution Architect - CRM - Senior - RQ11560
S M Software Solutions Inc
Toronto, ON
Internship
We are looking for an experienced Solution Architect – CRM – Senior with strong expertise in Microsoft Dynamics 365 Solution Architecture, Microsoft Power Platform, Azure-based enterprise…
Added 11 hours ago
Senior AI Engineer
Procom
Vancouver, BC
Contract
Collaborate with architects, cybersecurity specialists, data engineers, and business stakeholders to ensure solution alignment with enterprise standards.
Added 11 hours ago
Senior Solution Architect
Technitask
Toronto, ON · Greater Toronto Area, Ontario
$90 to $110 CAD / hour
Full-time
…of SAP functional consultants, developers, project managers, data engineers, and security analysts create value for customers in the utilities, telecommunications, and public services…
Added 12 hours ago
AI Engineer
GEI Consultants, Inc.
Kitchener, ON
Full-time
…by implementing AI-based solutions, integrating enterprise data sources, and supporting solution reliability and performance. This role works closely with solution architects and platform…
Added 15 hours ago
Data Architect
Financial Services Regulatory Authority of Ontario (FSRA)
Toronto, ON
Full-time
Work and collaborate with the Solution Architect on architecture artifacts and maintain the architecture repository.
Added 16 hours ago
Cloud Analyst
Sun Life
Toronto, ON · Montreal, QC · Sun Life Montreal Metcalfe
Full-time
AWS/Azure/GCP or Linux Foundation Certification (e.g., Certified Solution Architect, Certified DevOps Engineer, Kubernetes and Cloud Native Associate etc.) are a plus
Added 16 hours ago
Solution Architect (Databricks)
CGI
Toronto, ON
Full-time
The Solution Architect will work closely with architecture, engineering, data, delivery, and business stakeholders to ensure solutions are scalable, maintainable, aligned with enterprise…
Added 16 hours ago
Senior Consultant - Microsoft Sentinel and Defender Engineer
EY
Winnipeg, MB · Toronto, ON · Quebec, QC · Saskatoon, SK · Halifax, NS · St. John's, NL · Saint John, NB · London, ON · Vancouver, BC · Victoria, BC · Edmonton, AB · Ottawa, ON · Dieppe, NB · ON · AB · Waterloo, ON · Calgary, AB
…services. You will work directly with clients and delivery teams to architect and deploy Microsoft Sentinel, engineer detections and security use cases, build automation with Azure Logic…
Added 16 hours ago
Data Engineer
GEI Consultants, Inc.
Kitchener, ON
Full-time
The Data Engineer plays a hands-on role by preparing and integrating the data foundations that AI solutions depend on. This includes building ingestion pipelines, managing data stores,…
Added 16 hours ago
Product & Pricing Architect (35728)
Myticas Consulting
Toronto, ON
Full-time
We are seeking an experienced Product & Pricing Architect to provide senior functional and solution leadership for the implementation of SaaS-based banking product and pricing solutions.
Added 16 hours ago
Principal Consultant - SAP EWM Consultant
Infosys
Mississauga, ON
$102,474 to $147,835 CAD / year
Full-time
Should have at least two-three end to end implementation projects and at least one where performed as Solution Architect preferably at client location. Experience in multiple, full…
Added 16 hours ago
Digital Architect
Akkodis
AB · Edmonton, AB
Contract
Experience working as an application architect designing or maintaining solutions that use enterprise Master Data Management (MDM) hub architecture registries.

Calculated Hire

Senior Business System Analyst

Toronto, ON, Canada

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

Apply About employer

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Original job description

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.

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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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