Senior Analyst, Managed Accounts Portfolio Services Group

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

Annual total cash compensation, including base salary and target bonus: $97,000–$139,000 CAD.

Company

hirify.global provides investment management and wealth solutions for Canadian clients, including discretionary Managed Accounts services.

What you will do

• Oversee trade modelling, communicate trade orders to the trading desk, and review daily portfolio reconciliations.
• Strengthen portfolio monitoring, controls, governance, and oversight processes.
• Execute and oversee pre-trade compliance controls, clearing and escalating issues with portfolio managers, relationship managers, and compliance.
• Coordinate portfolio implementation across trading, settlements, new accounts, reconciliations, security master, and technology functions.
• Represent Managed Accounts in compliance, investment operations, and technology matters.
• Define, prioritize, and support system enhancements with internal technology teams and external vendors.

Requirements

• University degree or equivalent experience and 5+ years of relevant experience.
• Significant experience in portfolio management, product development, trading, or investment operations within an asset manager or related organization.
• CFA Level 1 or CIM required.
• Associate Advising Representative licensing with the OSC required.
• Strong knowledge of investment products, portfolio construction, middle- and back-office operations, controls, and portfolio lifecycle processes.
• Advanced Microsoft Excel proficiency; analytical or programming experience required. Experience with Access, VBA, or Python is an asset.

Nice to have

• Experience as a portfolio trader or in a comparable investment operations or portfolio services role.
• Experience with portfolio management systems, market data platforms, trading systems, and compliance tooling.

Culture & Benefits

• Flexible hybrid working arrangement.
• Annual base salary and discretionary performance bonus.
• RRSP contribution after six months of employment, with no employee matching required.
• Inclusive workplace with accommodation available during the application process.