Portfolio Manager/portfolio Data Manager
6 days ago
**Role**: Data Product/Portfolio Manager
**Exp**: 10+ Years
**Location**: Toronto (2-3 Days Onsite)
**Visa**: Any Work Authorization
**MOI**: Phone + Skype
**Skills Required**:
- **“Portfolio Management System (Addepar, Black Diamond, Orion, etc) experience strongly preferred”**
- **Developing and enhancing SQL queries to streamline data flattening and reporting requirements.**
- Analyzing intricate datasets by transforming multi-level parent-child hierarchical data structures into easily understandable Excel outputs.
- Demonstrating practical experience in data migration within the investment banking and wealth management sectors.
- Conducting portfolio data validation to identify discrepancies and inconsistencies.
- Collaborating with stakeholders to investigate and resolve any data discrepancies effectively.
- Collaborating with cross-functional teams to ensure alignment in historical data conversion processes and project timelines.
- Previous exposure to Portfolio Management, Registered Investment Advisor (RIA), and family office business environments is advantageous.
**Regards**
**Sundeep.B**
**(732)-(790) -(5650)**
**sundeep.b (at) primesoftinc (dotcom)**
**Job Type**: Fixed term contract
Contract length: 12 months
Pay: $60.00-$65.00 per hour
Schedule:
- 8 hour shift
Ability to commute/relocate:
- Toronto, ON: reliably commute or plan to relocate before starting work (preferred)
**Experience**:
- Total Work: 10 years (preferred)
- Portfolio Management System: 5 years (preferred)
- Addepar, Black Diamond, Orion, etc: 5 years (preferred)
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