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Added 9 mins ago
SB
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- Full-time
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Added 9 mins ago
R
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RB
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GC
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Added 25 mins ago
R&
Project Manager
Robertson & Company Ltd.
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- Contract
Analyze operational, client, and investment manager data to identify quality issues, process gaps, and control weaknesses prior to migration execution.
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CAC052: Release / Class Spclst
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Robertson & Company Ltd.

Project Manager

Toronto, ON, Canada

Contract

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Job details

Job type: Contract
Apply by: Dec 10, 2026
Posting language: English
Posted: Nov 10, 2026

Original job description

Project Manager

Location: Downtown, Toronto - 4x/week

Duration: 12 Month (Opportunity for Extension)

The Client:

Our client is a prominent Canadian financial institution undergoing a major operational transformation and technology migration. Known for its robust market presence and complex institutional service offerings, the organization is dedicated to updating its platforms to deliver enhanced reporting accuracy, optimized trade processing, and seamless client delivery.

What you will achieve in this role:

Manage and execute the end-to-end migration strategy for institutional clients moving to a new operating model for derivative trade instructions and reporting.
Act as the primary project lead and strategic liaison bridging technical data operations, testing teams, and client-facing relationship managers.
Oversee the governance and integrity of the program’s "Golden Source" data repository, managing client account mappings and product scopes across multiple stakeholder systems.
Drive the design and delivery of executive dashboards, migration tracking frameworks, and weekly change control processes to provide clear data visibility to senior stakeholders.
Coordinate client readiness workstreams, ensuring formal communications, user acceptance testing (UAT), and platform access provisioning are executed flawlessly.
Analyze operational, client, and investment manager data to identify quality issues, process gaps, and control weaknesses prior to migration execution.
Establish Standard Operating Procedures (SOPs), reporting methodologies, and risk mitigation trackers to ensure consistent program governance.
Define and manage the post-go-live hypercare strategy, ensuring strong support mechanisms are in place to field and escalate post-migration queries.

What you must bring to this role:

8+ years of project management experience within financial services, specifically leading large-scale system-to-system migrations, platform transitions, or technical data transformations.
Strong technical understanding of (ETD) and (OTC) derivative products. (MUST HAVE)
Demonstrated experience managing communication and readiness activities with institutional clients, investment managers, and high-touch internal stakeholders. (MUST HAVE)
Solid background in data analysis and governance, with exposure to data cleansing, reconciliation, and validation activities.
Familiarity with overseeing automated data and management information (MI) reporting solutions (such as Power Query or Excel VBA) to optimize tracking and visibility.
Strong communication, influence, and relationship-building skills to manage alignment across siloed business units and technical delivery teams.
Post-secondary education in business, finance, data analytics, or a related discipline preferred.

Only those who are qualified will be contacted.

This posting is for an existing vacancy and is intended to fill a current open position.

Additional Information

Background screening is required as part of the onboarding process. The type of screening required (criminal, credit, or other verifications) will vary based on the position and client requirements.

We use AI technology as part of our application review process to assist in screening and assessment. All applications are also reviewed by our recruitment team.

How to Apply

If you are a motivated professional looking to contribute to a leading team, please submit your resume outlining your qualifications and experience relevant to this role. Robertson values diversity and is committed to creating an inclusive workplace. We invite all qualified individuals to apply.

Robertson is an equal opportunity employer committed to diversity and inclusion. We are a certified diverse supplier and actively seek to foster a representative and inclusive workforce. We welcome applications from all qualified individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal status, or any other legally protected factors. Join us in building a diverse and inclusive environment.

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More about this job

Responsibilities

Lead the end-to-end migration of institutional clients to a new operating model for derivative trade instructions and reporting, coordinating technical, testing, and client-facing teams. Govern migration data and readiness, deliver reporting and change-control processes, establish procedures and risk controls, and oversee post-launch hypercare.

Requirements

Requires 8+ years of financial services project management experience leading large-scale migrations, platform transitions, or technical data transformations, along with strong knowledge of ETD and OTC derivatives. Candidates must have experience managing institutional client readiness and communications, plus data analysis and governance; familiarity with automated reporting tools such as Power Query or Excel VBA is also sought.

Skills

Project Management
System Migrations
Platform Transitions
Technical Data Transformation
ETD Derivatives
OTC Derivatives
Client Readiness
Stakeholder Management
Data Governance
Data Cleansing
Data Reconciliation
Data Validation
UAT Coordination
Executive Dashboards
Risk Mitigation
Power Query

Visa sponsorship

Not detected in the job text

Keywords

Institutional Financial Services
Operational Transformation
Technology Migration
System-to-System Migration
Operating Model
Derivative Trade Instructions
ETD
OTC
Golden Source Data
Client Account Mapping
Product Scope
Data Governance
Data Cleansing
Data Reconciliation
Data Validation
Executive Dashboards
Migration Tracking
Change Control
Client Readiness
User Acceptance Testing
Platform Access Provisioning
Standard Operating Procedures
Management Information Reporting
Power Query
Excel VBA
Hypercare
Risk Mitigation

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