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Added 4 mins ago
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Full-time
…facilitate data operations across the full study lifecycle. Reporting to the Associate Director (scientific) and the CORE Manager (administrative), the incumbent will support Principal…
Added 4 mins ago
Clinical Research Coordinator – Endometriosis Research Program
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
Contract
…treatment and lived experience of people with endometriosis. Reporting to Drs. Andrew Zakhari, Dong Bach Nguyen and Basile Tessier-Cloutier, the clinician-scientists who lead the program,…
Added 4 mins ago
Vice President, Technology and Transformation Risk
Aviva Canada
Toronto, ON
Full-time
Contribute to risk reporting and analysis provided to Board Risk Committee and Executive Committees as required.
Added 4 mins ago
SEO Account Manager ($70k-$80k per year)
VixelStudio
Canada
Full-time
…for home-service businesses across the US and Canada. You’ll lead strategy, direct web design, and be the main point of contact responsible for increasing qualified leads and…
Added 4 mins ago
Digital Marketing Coordinator / Analyst
McLeish Orlando Lawyers LLP
Toronto, ON
Full-time
…and ensure the accuracy of digital analytics and performance reporting. Working closely with internal stakeholders, external partners, and content contributors, the successful candidate…
Added 4 mins ago
Director, People & Culture Operations
Canada Packers Inc.
Winnipeg, MB
Full-time
Reporting to the SVP, People & Culture, the Director, People & Culture Operations leads a team of People & Culture leaders responsible for providing site-based and functional People &…
Added 4 mins ago
Cyber Security Specialist
NDT Global
Quebec, QC · Greater Quebec City Metropolitan Area
Full-time
Lead the enterprise cybersecurity risk management program, including identification, evaluation, mitigation, and reporting of risks.
Added 4 mins ago
Hog Barn Manager – Trehane Farms (4-month contract)
Canada Packers Inc.
Niverville, MB
Contract
Reporting to the Manager, Hog Production, the Hog Barn Manager will be accountable for all areas and activities for this 3000 head finishing barn.
Added 4 mins ago
Manager, Facilities Design & Construction
City of London, Canada
London, ON
$105,278 to $138,095 CAD / year
Full-time
Reporting to the Senior Manager, Facilities, the Manager, Facilities Design and Construction oversees the implementation of both interior projects and capital projects throughout the City…
Added 4 mins ago
Product Manager - HVAC Portfolio
Enercare Inc.
Markham, ON
Full-time
…Air Conditioner, Heat Pump, Boilers, and related offerings. Reporting to the Senior Manager, Product Management (HVAC Portfolio), this role is responsible for supporting the development and…
Added 4 mins ago
Repair Cycle Manager- Aviation
AAR
Montreal, QC
Full-time
Lead and manage a team of approximately 5–8 Supplier Managers, responsible for a global network of 100+ repair suppliers.
Added 4 mins ago
Account Executive
MHB Financial
Montreal, QC
Full-time
…and maintaining detailed records within the company’s CRM and reporting…
Added 4 mins ago
Senior Health & Safety Coordinator F/H
VINCI Construction Grands Projets Hellas S.A.
Toronto, ON · Greater Toronto Area, Canada
Full-time
Proactively coordinate and lead from beginning to end relevant topics while communicating proactively with other departments and subcontractors to ensure efficient implementation of safety…
Added 4 mins ago
Executive Director - EYET Family Resources
crawfordconnect
Toronto, ON
Full-time
Reporting and accountable to the Board of Directors, as chief executive officer of the Corporation, the Executive Director (“ED”) is responsible for the overall day-to-day financial and…
Added 4 mins ago
Sponsorship Manager
NHLPA
Toronto, ON
Full-time
The Sponsorship Manager will lead the day-to-day management of select NHLPA corporate partnership accounts, overseeing relationship management, player activations, and partner deliverables.…
Added 4 mins ago
Afternoon Production Supervisor
Top Tier Talent Group
Hamilton, ON
Full-time
Our client is seeking an Afternoon Shift Production Supervisor to lead welding, fabrication, machining, and assembly operations at its Hamilton manufacturing facility. This hands-on leader…
Added 4 mins ago
Manager, Purchasing & Insurance
Centennial College
Toronto, ON · Greater Toronto Area, Canada
$100,363 to $131,604 CAD / year
Full-time
Centennial College is looking for a dynamic and collaborative individual to lead our Purchasing and Insurance team. Reporting to the Director of Finance, the manager will oversee the…
Added 4 mins ago
Senior Manager, Project Design & Project Management
CertainTeed
Woodbridge, ON
Full-time
Reporting to the General Manager, Decoustics, Wood, this role serves as a key integrator across Project Management, Operations, Estimating, and Product Development, ensuring client…
Added 4 mins ago
Senior Analyst, Budget & IT Contracts
SaskEnergy
Regina, SK
Contract
Lead the preparation of the annual operating budget and capital utilization for DT&S.
Added 4 mins ago
Culinary Manager
Dexterra Group
Calgary, AB
Full-time
Reporting to the Divisional Vice President, Remote Hospitality West, the Culinary Manager is responsible for leading culinary excellence and standardization across remote hospitality…
Added 5 mins ago
AVP, Accounting and Controls Transformation
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Toronto One York
Full-time
Reporting to the Vice-President and Chief Financial Officer, Sun Life Health, this role is accountable for leading the transformation of the accounting and control processes supporting the…
Added 5 mins ago
AVP Insurance Distribution
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
Full-time
Reporting to the Vice President, Distribution (SLFD), this role leads the Insurance Sales Director (ISD) team and translates Insurance Distribution strategy into consistent market…
Added 5 mins ago
Relations Advisor
Suncor Energy
Fort McMurray, AB · Calgary, AB
Full-time
Support and lead formal Government of Alberta consultation processes
Added 5 mins ago
Student Affairs Manager
McGill University
Sherbrooke, QC
Full-time
Reporting to the Associate Director, Clinical Student Affairs, the Student Affairs Manager ensures stable, effective, and consistent support to their assigned clinical education…
Added 5 mins ago
Communications Officer
McGill University
Montreal, QC
Full-time
Reporting to TOSI’s Chief Executive Officer, the Communications Officer will support this mission through robust communications and knowledge transfer activities. The candidate’s main…

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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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

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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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