Business Analyst Portfolio Management and Trade

Title: Business Analyst Portfolio Management and Trade

Type: 6-month contract + conversion to Fulltime

Location: Toronto, ON- Hybrid - 4x'/week on-site (Monday to Thursday- In-person)

Start Date: ASAP

Compensation: $90-$95/hour

Interview Process: 2 Rounds

Key responsibilities:

• Analyze the existing monolithic PMS and assist in breaking it into microservices


• Map portfolio management workflows into clear technical and functional requirement


• Document system flows, processes, functional specs, and acceptance criteria


• Validate investment workflows, including rebalancing, corporate actions, and trade lifecycle


• Ensure developers have accurate, actionable requirements for feature development


• Work with the lead BA to align requirements across related application


• Eventually collaborate with portfolio managers, operations, or stakeholders as the role evolves


• Support future enhancements and system stability as microservices mature

Must-Haves:

• Portfolio Management Domain Expertise


• Strong understanding of portfolio management workflows, including: Rebalancing, Corporate actions, Daily portfolio operations, Trade workflows


• Experience with Charles River (CRD) or similar OMS/PMS tools: Exposure is acceptable; deep CRD technical mastery not required


• Build or support an in-house PMS is plus


• Ability to work closely with developers and understand technical concepts


• Experience writing: Functional requirements, User stories, Process flows, Acceptance criteria


• Ability to interpret workflows without constantly relying on PMs to define what s already built


• Experience supporting large-scale system changes or modernizations

Nice-to-Haves:

• Technical background (APIs, system design basics, data flow understanding)


• Experience working in a microservices environment


• Experience with capital markets systems beyond PMS (OMS, risk, trading platforms)

We may use AI-enabled and/or automated tools to support parts of our recruitment process, including application screening, interview scheduling, and candidate communications. These tools are used to enhance consistency and efficiency. All hiring decisions involve human review and are not based solely on automated processing.

The Company offers a total rewards package in accordance with all applicable federal, provincial, and local laws and requirements. Benefit eligibility and offerings vary based on role, employment status, and work location. For contractor positions, benefits are limited to those entitlements and protections required by applicable law, which may include (as applicable) vacation pay, public holidays, leaves of absence, and other legally mandated benefits or payments.