Who Can Apply
- Candidates must be legally authorized to work in Canada
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, hands-on portfolio management domain expertise, combined with experience supporting or building portfolio systems (PMS/OMS) and partnering closely with front-office stakeholders (portfolio managers, traders, investment teams).
The ideal candidate has experience working directly within portfolio management workflows (asset allocation, rebalancing, trading, performance, etc.) and can translate those workflows into scalable platform capabilities. Exposure to AI or advanced analytics within investment or product environments is a plus.
Please Note: We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
Strong portfolio management domain expertise (must have)
Experience with:
portfolio construction / asset allocation
rebalancing / trading workflows
performance / portfolio analytics
Experience working directly with:
portfolio managers, traders, or investment teams (front-office exposure required)
Experience in a Product Owner, Business Analyst, or SME role supporting:
Portfolio Management Systems (PMS) or Order Management Systems (OMS)
Hands-on experience with portfolio platforms such as:
Charles River, Aladdin, SimCorp, Advent, Eagle, Wealth360, etc.
Experience supporting system implementations, upgrades, or transformations
Strong ability to translate investment workflows into system/product requirements
Nice to Have Skills & Experience
Exposure to AI / GenAI / advanced analytics within investment or product contexts
Experience enhancing workflows using AI-driven tools or automation
Background in wealth or asset management environments (SMA / UMA programs)
CFA or equivalent investment credentials
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.