Managed Accounts Portfolio Services Group Analyst (Fintech)

Location: Flexible hybrid schedule in Toronto at 483 Bay Street, moving to the Mississauga office at 3 Robert Speck Parkway in approximately late 2026. Current work authorization for Canada is required.

Total annual cash compensation: $94,000–$117,000 CAD, including base salary and discretionary performance bonus.

Company

hirify.global provides investment portfolios and wealth management services to Canadian individuals and institutions.

What you will do

• Oversee market-related portfolio activities and perform daily reconciliation to maintain accurate investment book of record data.
• Monitor portfolio activity, flag trade requirements, investigate discrepancies, and resolve unusual results.
• Support trading, settlements, account setup, security master maintenance, portfolio rebalancing, client onboarding, and mandate changes.
• Coordinate with trading, operations, capital markets, relationship management, advisors, information services, and dealer compliance partners.
• Contribute to technology-based and data-driven solutions that improve control, efficiency, and consistency in managed account operations.

Requirements

• 3+ years of experience in portfolio management, trading, or investment operations within an asset manager or related organization.
• University degree or equivalent work experience.
• CFA Level 1 or CIM required.
• Advanced Microsoft Excel skills and strong analytical and technical abilities.
• Understanding of investment products across equities, fixed income, and alternative funds.
• Strong written and verbal communication skills, with the ability to explain investment, operational, and technical concepts to technical and non-technical audiences.

Nice to have

• Experience with Access, VBA, SQL, or Python.
• Experience in middle- or back-office operations, including corporate actions.
• CFA, MBA, or a programming designation.

Culture & Benefits

• Flexible hybrid working arrangement.
• RRSP contribution after six months of employment, with no employee matching required.
• Inclusive workplace with accommodation available during the application process.
• Opportunities for professional development in a diverse financial services organization.