Portfolio Management Specialist

Insight Global; Toronto; On-site; CAD 82,656 - 110,208; Full time

Job summary

A recruitment firm is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application in Toronto, Canada. This role requires over 10 years of expertise in Portfolio Management systems, focusing on defining architecture, developing implementation strategies, and guiding decision-making. The ideal candidate will excel in stakeholder management and possess excellent analytical skills. This position offers competitive pay ranging from $60/hr to $80/yr CAD.

Qualifications

• 10+ years of hands-on experience with Portfolio Management systems and applications.
• Deep understanding of industry standards and best practices.
• Experience leading complex system implementations.

Responsibilities

• Define target architecture for the new Portfolio Management system.
• Develop the program’s implementation strategy.
• Lead decision-making forums and communicate outcomes.

Skills

Hands-on experience with Portfolio Management systems

Stakeholder management

Analytical skills

Business process improvement

Communication abilities

Job description

Insight Global is looking for an experienced Portfolio Management Specialist to lead the strategic implementation of a new Portfolio Management application. This role requires deep expertise in Portfolio Management systems and practices, with a focus on defining the target state, managing implementation strategy, and guiding organizational decision‑making throughout the deployment lifecycle.

Strategic Planning

• Define the target architecture and capabilities for the new Portfolio Management system.
• Develop the program’s implementation and rollout strategy.
• Set governance structures and success measures.

Requirements & Analysis

• Gather and validate business and technical requirements across teams.
• Perform data analysis to inform system design and migration plans.
• Identify gaps between current‑state processes and future‑state needs.

Decision Support & Communication

• Create option analyses outlining trade‑offs, timelines, and resource needs.
• Present insights and recommendations to executives and stakeholders.
• Lead decision‑making forums and communicate outcomes organization‑wide.
• Oversee requirements delivery, system configuration, and solution alignment.
• Manage stakeholder engagement and change management activities.
• Drive cross‑functional collaboration to ensure successful execution.

Required Skills & Experience

• 10+ years of hands‑on experience with Portfolio Management systems and applications
• Deep understanding of Portfolio Management capabilities, best practices, and industry standards
• Proven experience leading complex system implementations or transformations
• Strong analytical and business process improvement skills
• Excellent stakeholder management and communication abilities
• Experience preparing business cases and presenting to senior leadership
• Self‑organized and results‑driven with ability to manage multiple priorities independently
• Demonstrated success working in large matrixed organizations with ability to navigate complex stakeholder landscapes and drive consensus across competing priorities

Nice to Have Skills & Experience

• CFA

*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 $60/hr - 80/yr CAD.