Portfolio Lead

Description
Portfolio Management Specialist: Wealth Management Technology Canada (WMTC) | Toronto, ON
About the OpportunityJoin 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 LeadershipDefine 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 & StrategyPartner 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 LeadershipGather, 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 DeliveryPartner 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 ManagementWork 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 Qualifications7+ 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 QualificationsExperience 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.
Skillsportfolio management, wealth management, product ownership, business analysis, stakeholder management, java, spring boot, cfa
Top Skills Detailsportfolio management,wealth management,product ownership,business analysis,stakeholder management
Additional Skills & QualificationsFormer Investment Advisor, Portfolio Manager, or Investment Operations experienceAI-assisted development tools (Copilot, Claude, ChatGPT)Java, Spring Boot, APIs, Kafka, and enterprise architecture knowledgeTransformation or platform modernization experienceCFA, CIM, CFP, or similar investment credentials
Experience LevelExpert Level
Job Type & LocationThis is a Contract to Hire position based out of Toronto, ON.
Pay and BenefitsThe 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 TypeThis is a hybrid position in Toronto,ON.
À propos de TEKsystems et TEKsystems Global ServicesNous 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 ServicesWere 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.#J-18808-Ljbffr