Portfolio Management Specialist

Required Skills & Experience

Strong Portfolio Management domain knowledge (most critical requirement)

Experience working as a Product Owner, Business Systems Analyst, or similar role

Hands-on experience supporting system implementations or transformations

Strong analytical, data, and process improvement capabilities

Ability to engage stakeholders and translate complex concepts clearly

Proven ability to work in matrixed environments and drive alignment across teams

Nice to Have Skills & Experience

Exposure to or interest in AI / GenAI tools and applications (not limited to banking AI)

Experience incorporating AI into workflows, product features, or analysis

Background working with AI Labs, innovation teams, or emerging technologies

CFA or financial services background

Job Description

Insight Global is seeking a Portfolio Management Specialist to support the strategic implementation of a new Portfolio Management application. This role sits at the intersection of portfolio domain expertise, product ownership, and hands-on business analysis, with a growing focus on AI-enabled workflows and tools.

This individual will help define and execute the rollout of a Portfolio Management platform, while also leveraging (or learning) AI-driven capabilities to improve decision-making, efficiency, and adoption.

Please Note: 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 $75/hr – 90/hr CAD.