Portfolio Operations Analyst/Business Analyst

External job listingat Fpinc

Portfolio Operations Analyst / Business Analyst in Toronto, ON. Fully onsite, 5 days/week. 6-month contract. DM or share your resume.

External source - not verified4 weeks agoOpen until: Jan 13, 2027

Salary

Not provided

Location

Toronto, Canada

Employment type

Full time

Workplace

Not provided

Portfolio Operations Analyst/Business Analyst

Toronto, Canada

Job description

About the role

To support a high-visibility Wealth Management project at a leading financial institution.

Requirements

  • 5+ years of experience as a Business Analyst or Operations Analyst within Financial Services.
  • 3+ years of Wealth Management experience.
  • 3+ years of UAT and regression testing experience.
  • Strong understanding of investment portfolios, securities, transactions, reconciliations, and data validation.
  • Proficiency in MS Excel, Word, and PowerPoint.
  • Experience with CGI Mpower, client statement generation, or Rate of Return (ROR) reporting is a strong asset.

Schedule

  • Fully Onsite (5 days/week)
  • 6-month contract (potential extension and FTE opportunity)

How to apply

  • DM me or share your resume.

Location

  • Toronto, ON

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