Business Systems Analyst

BSA (Portfolio Management Specialist) Job Description Insight Global is hiring a Portfolio Management Specialist to support the implementation and evolution of a Portfolio Management platform. This role requires deep portfolio management expertise and experience supporting or building Portfolio Management Systems (PMS) and Order Management Systems (OMS), while partnering closely with portfolio managers, traders, and investment teams. The ideal candidate has hands-on experience with portfolio management workflows, including asset allocation, rebalancing, trading, and performance analysis, and can translate those workflows into scalable product and platform capabilities. Experience with AI, GenAI, or advanced analytics within investment environments is considered a strong asset. Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position. Required Skills & Experience Strong portfolio management domain expertise Experience with: Portfolio construction and asset allocation Rebalancing and trading workflows Portfolio performance measurement and analytics Direct experience working with portfolio managers, traders, or investment teams in a front-office environment Experience as a Product Owner, Business Analyst, Subject Matter Expert (SME), or similar role supporting: Portfolio Management Systems (PMS) Order Management Systems (OMS) Hands-on experience with portfolio platforms such as: Charles River Aladdin SimCorp Advent Eagle Wealth360 Similar industry-standard platforms Experience supporting system implementations, upgrades, or digital transformations Strong ability to translate investment processes and workflows into product requirements and system capabilities Nice-to-Have Skills & Experience Exposure to AI, GenAI, or advanced analytics in investment or product environments Experience improving investment workflows through automation or AI-driven tools Background in wealth management or asset management, including SMA or UMA programs CFA designation or equivalent investment-related credentials *We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position. *Pay range for this role is between $70 - 88/hr CAD. *This role is a new vacancy *No requirement for Canadian experience or education.

Support the implementation and evolution of a Portfolio Management platform by translating investment workflows into scalable product capabilities. Partner with portfolio managers and traders to optimize asset allocation, rebalancing, and performance analysis processes.

Requires deep domain expertise in portfolio management and experience with PMS/OMS platforms like Aladdin or Charles River. Experience as a Product Owner or Business Analyst in a front-office investment environment is essential.

• Business analysisPreferred

Identified from the job description. Confirm important requirements above.

• Portfolio Management
• Asset Allocation
• Rebalancing
• Trading Workflows
• Performance Analysis
• Portfolio Management Systems (PMS)
• Order Management Systems (OMS)
• Product Ownership
• Business Analysis
• System Implementation
• Digital Transformation
• Charles River
• Aladdin
• SimCorp
• Advent
• Eagle Wealth360

• Finance & Accounting
• Consulting
• Data & Analytics
• Software
• Management & Leadership

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Sep 17, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available