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Added 1 hour ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 3 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and Evaluation (CORE). CORD provides researchers with expert support, technical…
Added 4 hours ago
LH
Product Manager, Referral Management
Lifemark Health Group
Brampton, ON · Toronto, ON
- $95,000 to $115,000 CAD / year
- Full-time
The Product Manager, Referral Management will focus on core capabilities within the referral management platform, including intake, scheduling, and capacity management among other areas,…
Added 6 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 6 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 6 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 7 hours ago
A
Data Lake Architect (Databricks)
Augmented
Toronto, ON
- Full-time
Augmented is hiring a Data Lake Architect to define and lead the Databricks lakehouse architecture for one of our large enterprise clients in a regulated industry. You will set the…
Added 9 hours ago
CT
Senior Business Intelligence Analyst – Commercial Strategy
Consumer Tech
Canada
- Full-time
Be a true stakeholder and lead data-driven alignment meetings across all major business dependencies, explaining complex data narratives clearly to non-technical teams.
Added 13 hours ago
DC
Recruitment Business Partner (Hybrid)
Dillon Consulting Limited
Hamilton, ON · Kingston, ON · Oakville, ON · Ottawa, ON · Toronto, ON · North York, ON
- Full-time
Lead full-cycle recruitment for technical and non-technical roles with emphasis on proactive headhunting and engaging passive talent.
Added 14 hours ago
DC
Recruitment Business Partner (Hybrid)
Dillon Consulting Limited
Calgary, AB · Edmonton, AB · Winnipeg, MB · Fredericton, NB · Moncton, NB · Saint John, NB · St. John's, NL · Yellowknife, NT · Halifax, NS · Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Lead full-cycle recruitment for technical and non-technical roles with emphasis on proactive headhunting and engaging passive talent
Added 14 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 15 hours ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and Evaluation (CORE). CORD provides researchers with expert support, technical…
Added 17 hours ago
R
Founding Engineer
RIGZLO
Ottawa, ON · Nepean, ON
- Full-time
We are seeking a Technical Co-Founder with more than three years of hands-on software platform development experience and practical experience building AI workflows.
Added 17 hours ago
S
Electrical Engineer
SYSTRA
Montreal, QC
- Full-time
Reporting to the Design Manager of each respective station (with a technical reporting relationship to the Systemwide Lead), within the Co-Development Phase of the ALTO programme, the…
Added 18 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 18 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 18 hours ago
SM
RQ11323 – Project Manager/Leader – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking an experienced Senior Project Manager/Leader to lead large-scale, complex, high-profile, and high-risk Ontario Public Service (OPS) I&IT initiatives. The ideal candidate will…
Added 20 hours ago
T
SAP Enterprise Architect
Talan
Toronto, ON · Montreal, Québec
- $170,000 to $220,000 CAD / year
- Full-time
Advise executives on platform strategy, technical debt, and the architectural implications of acquisitions, divestitures, and carve-outs.
Added 23 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 23 hours ago
T
Customer Evolution Manager, SAP AMS
Talan
Toronto, ON · Montreal, Québec
- $140,000 to $200,000 CAD / year
- Full-time
Reporting to the Principal Director, SAP AMS, the Customer Evolution Manager, SAP AMS is the primary point of accountability for a portfolio of Talan SAP clients. The role owns the client…
Added 1 day ago
KC
Senior Consultant, Microsoft Fabric Data Engineer, Data & AI
KPMG Canada
Vancouver, BC
- Full-time
…strong consulting capabilities. This role will support and lead data platform modernization initiatives, helping clients migrate from legacy and on‑premise environments to scalable, secure,…
Added 1 day ago
R|
Project Manager, Capture and Optimization of Research Data (CORD) Platform
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…to join the Capture and Optimization of Research Data (CORD) platform of the Centre for Outcomes Research and Evaluation (CORE). CORD provides researchers with expert support, technical…
Added 1 day ago
S
Senior Director, Technology Operations
Seequent
Vancouver, BC
- Full-time
Reporting to the Technology Leadership team, this role is responsible for leading Seequent’s Technology Operations function and enabling product engineering teams through secure, scalable,…
Added 1 day ago
S
Technical Specifications Coordinator
SYSTRA
Montreal, QC
- Full-time
Reporting to the workstream Design Director and working in close collaboration with discipline leads, system engineering teams, civil infrastructure, rail systems, procurement, and project…
Added 1 day ago
TH
Tool Rental Technician: Full Time - BEACON HILL
The Home Depot Canada
Calgary, AB
- Full-time
The Lead Rental Technician (LRT) serves as the subject matter experts in large equipment (LE) operation and repair. The LRTs are responsible for: ensuring LE rental readiness, providing LE…

Closed listing

TEKsystems

Portfolio Lead

Toronto, ON, Canada

$100 to $120 CAD / hour · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $100 to $120 CAD / hour
Job type: Full-time
Closing date: Nov 4, 2026
Experience: 7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Posting language: English · French
Posted: Oct 5, 2026

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Original job description

Archived listing. The details below describe a past opening.

English section of this bilingual listing.

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

Read the full bilingual original

Description

Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON

About The Opportunity

Join one of the largest transformation programs within Wealth Management Technology Canada. The team is reimagining the end-to-end portfolio management experience used by advisors, modernizing legacy platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate innovation.

This is not a traditional role. The ideal candidate brings deep portfolio management domain expertise and can bridge business strategy, product vision, and technology delivery. You'll play a key role in defining the future state of portfolio management capabilities and helping shape how wealth management technology evolves over the coming years. Domain expertise in portfolio management is the most important qualification for success in this role.

What You'll Do

Portfolio Management Subject Matter Leadership

Define future-state portfolio management capabilities and workflows.
Act as a trusted advisor on portfolio management best practices and industry trends.
Provide expertise on portfolio construction, modeling, rebalancing, risk management, performance measurement, and investment operations.
Evaluate current-state processes and identify opportunities for improvement.

Product Ownership & Strategy

Partner with business stakeholders to establish product vision and priorities.
Help define strategic roadmaps and target-state capabilities.
Drive decisions around portfolio management platform modernization.
Validate that delivered solutions align with business objectives.

Business Analysis & Requirements Leadership

Gather, document, and validate business and technical requirements.
Translate complex business needs into detailed specifications.
Conduct process analysis and identify capability gaps.
Support data analysis, system integration, and downstream reporting requirements.

AI-Enabled Delivery

Partner with development teams using AI-assisted delivery practices.
Create detailed requirements, specifications, goals, and tasks that can be leveraged by AI-powered development tools.
Review and validate proposed solutions generated through AI-assisted workflows.
Collaborate closely with architects, developers, and quality engineering teams.

Stakeholder Management

Work across technology, operations, product, and business teams.
Present recommendations and solution options to leadership and stakeholders.
Facilitate workshops, discussions, and decision-making sessions.
Drive alignment across multiple teams and workstreams.

Required Qualifications

7+ years of experience within Portfolio Management, Investment Management, or Wealth Management Technology environments.
Deep understanding of portfolio management lifecycle, processes, and data flows.
Experience supporting or leading large-scale platform transformations.
Strong requirements gathering and documentation skills.
Product ownership or product strategy experience.
Ability to work with stakeholders and cross-functional teams.
Strong analytical, problem-solving, and decision-making capabilities.
Excellent communication and presentation skills.

Preferred Qualifications

Experience with portfolio performance calculations and reporting.
Understanding of security reference data, market pricing, transactions, positions, and investment accounting concepts.
Exposure to software delivery within large enterprise environments.
Experience with AI-assisted development tools such as Copilot or Claude.
Technical knowledge of Java, Spring Boot, API-driven architecture, or Apache Kafka.
CFA designation or equivalent investment management education.

Skills

portfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa

Top Skills Details

portfolio management,wealth management,product ownership,business analysis,stakeholder management

Additional Skills & Qualifications

Former Investment Advisor, Portfolio Manager, or Investment Operations experience
AI-assisted development tools (Copilot, Claude, ChatGPT)
Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledge
Transformation or platform modernization experience
CFA, CIM, CFP, or similar investment credentials

Experience Level

Expert Level

Job Type & Location

This is a Contract to Hire position based out of Toronto, ON.

Pay And Benefits

The pay range for this position is $100.00 - $120.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Workplace Type

This is a hybrid position in Toronto,ON.

À propos de TEKsystems et TEKsystems Global Services

Nous sommes un fournisseur de services aux entreprises et de technologies. Nous accélérons la transformation de nos clients. Notre compétence en stratégie, conception, exécution et opérations libère la valeur de lentreprise par un éventail de solutions. Nous sommes une équipe de 80 000 personnes qui collaborent avec plus de 60 000 clients, notamment 80 % du Fortune 500 en Amérique du Nord, Europe et Asie, qui collaborent avec nous dans le cadre de nos capacités full-stack et notre rythme. Nous sommes des penseurs stratégiques, des collaborateurs pratiques qui aident les clients à exploiter le changement et maîtriser le dynamisme de la technologie. Nous bâtissons le futur en livrant les résultats et en créant un impact positif dans nos communautés mondiales. TEKsystems et TEKsystems Global Services sont des entreprises dAllegis Group. Découvrez dautres informations à TEKsystems.com.

Ordonnance sur légalité des chances de San Francisco: Conformément à lOrdonnance sur légalité des chances de San Francisco, pour tous les postes situés dans la ville et le comté de San Francisco, nous examinerons les candidatures des personnes qualifiées ayant un casier judiciaire ou des antécédents criminels.

Utilisation de lintelligence artificielle (IA): Nous pouvons utiliser lintelligence artificielle (IA) pour soutenir certaines étapes de notre processus dembauche, notamment la recherche, la présélection et lévaluation des candidatures. LIA aide à analyser les candidatures et les qualifications, mais les décisions finales sont prises par notre équipe de recrutement. En soumettant votre candidature, vous reconnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About TEKsystems And TEKsystems Global Services

Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. Were a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.econnaissez et acceptez que celle-ci puisse être examinée à laide doutils dIA.

About employer

More about this job

Responsibilities

Define future-state portfolio management capabilities and advise on portfolio processes, best practices, and modernization opportunities. Lead product strategy and requirements work, validate technology solutions, and align stakeholders across business, operations, and delivery teams, including through AI-assisted development practices.

Requirements

Requires at least seven years of experience in portfolio management, investment management, or wealth management technology, with deep knowledge of portfolio lifecycle processes and data flows. Candidates should bring transformation experience, strong requirements and product strategy skills, and excellent analytical, communication, and stakeholder management abilities; investment credentials and technical knowledge are preferred.

Skills

Portfolio Management
Wealth Management
Product Ownership
Business Analysis
Stakeholder Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Requirements Gathering
Platform Modernization
AI-Assisted Development
Java
Spring Boot
Apache Kafka

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Wealth Management
Investment Management
Portfolio Construction
Portfolio Modeling
Rebalancing
Risk Management
Performance Measurement
Investment Operations
Product Ownership
Product Strategy
Business Analysis
Requirements Gathering
Platform Modernization
Transformation
AI-Assisted Development
Copilot
Claude
ChatGPT
Java
Spring Boot
APIs
Apache Kafka
Enterprise Architecture
Security Reference Data
Market Pricing
Transactions
Positions
Investment Accounting
CFA

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