Portfolio Manager/portfolio Data Manager

4 days ago

Toronto, Canada Primesoftinc Full time

**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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