Senior Portfolio Analyst, Global Portfolio Insights and Analytics - Toronto
Toronto, ON, CA, M5H 1H1
CAD 81K-115K (estimate) Senior-level Full Time
Tasks
- Apply data quality controls and reconciliation
- Coordinate proposal workflow
- Create and maintain reports and tools
- Maintain approved securities list
- Maintain proposal templates
- Perform quality review on proposals
- Prepare proposal collateral
- Source and validate investment data
- Update investment data from internal and external sources
- Update performance and risk metric reports
- Use analytics platforms for reporting
Perks/Benefits
- N/A
Skills/Tech-stack
Bloomberg | Data Management | Data Quality | Data Reconciliation | Data Validation | FactSet | Financial markets | Investment analytics | Microsoft Office | Morningstar Direct | Performance reporting | Portfolio Management | Power BI | Risk Metrics
Education
Bachelor of Arts | Bachelor of Business Administration | Bachelor of Commerce | Bachelor of Engineering | Bachelor of Science
Roles
Analyst | Financial Analyst | Investment Analyst | Portfolio Analyst
Related jobs
-
Business Advisor, Data and Analytics CAD 77K-111KData Modeling | Data Privacy | Data Security | Data Visualization | MS SQLComprehensive Health Benefits Package | Counseling | Discount offers | Employer-paid training | Extended health and dentalMid-level TemporaryVancouver, BC, Canada1d ago
-
Data Quality Intern - Fall 2026 CAD 48K-57KCSV | Data Quality | Data Standardization | Data cleaning | Data entryEquity | Flexible hours | Learning and development | Work from homeEntry-level InternshipMontreal, QC1d ago
-
Data Cleansing | Data Governance | Data Normalization | Data Quality | Data VisualizationEmployee assistance programs | Hybrid work environment | Insurance benefits | Paid time off | Wellness benefitsEntry-level Full Time InternshipCAN, Ontario, Waterloo, 500 King Street …1d ago
-
Technical Data Analyst - Data Warehouse Services CAD 74K-91KBusiness Intelligence | Data Flow | Data Modeling | Data Warehousing | ExcelHybrid work environmentMid-level Full TimeMontréal, Quebec1d ago
-
Agile | BI | DBT | Data Governance | Data LineageDental insurance | Flexible working arrangements | Fully remote work | Health insurance | Professional growth opportunitiesMid-level Full TimeCanada R2d ago
-
Data Analyst CAD 60K-85KAI Agents | Alteryx | Artificial Intelligence | Data Governance | Data LakeMid-level Full TimeSaint John, NB, Canada2d ago
-
Business Advisor, Data and Analytics CAD 77K-111KData Modeling | Data Privacy | Data Security | Data Visualization | MS SQLMid-level TemporaryVancouver, BC, Canada2d ago
-
Artificial Intelligence | Business Analytics | Customer Engagement | Data Modeling | Data VisualizationFlexible personal time off | Health benefits | Professional development | Wellness reimbursementEntry-level Full TimeToronto - Bay St, Canada2d ago
-
Cause analysis | Data Visualization | Excel | KPI Management | LeanEntry-level Full Time InternshipSurrey, BC, CAN - 3330 192 …2d ago
-
Business Analyst, Data Analytics CAD 86K-108KAcceptance Testing | Acceptance criteria | Agile delivery | Agile methodologies | Azure DataCareer growth | Hybrid work arrangement | Knowledge sharing | TeamworkMid-level Full TimeOttawa, ON, CA2d ago
-
Data Analyst, Principal CAD 110K-172KAnomaly Detection | Automation | Classification | Clustering | Customer SegmentationRecognition | Time away from work programs | Volunteer days | Wellness initiativesSenior-level Full TimeCanada3d ago
-
Data Analyst, Principal CAD 110K-172KAnomaly Detection | Classification | Clustering | Customer Segmentation | Data CleansingSenior-level Full TimeCanada3d ago
-
Senior Data Analyst CAD 110K-150KBusiness Intelligence | Dashboarding | Data Modeling | Database Design | ExcelCompany off-sites | Flexible PTO | Medical, dental, and vision coverage | Startup cultureSenior-level Full TimeToronto, Canada3d ago
-
Data Analyst, Analytics & Insights CAD 75K-90KA/B | A/B Testing | B testing | Clustering | DAXHybrid work environment | Mission-driven workMid-level Contract Full TimeToronto, ON, Canada4d ago
-
Data Analyst, Resource Forecasting and Reporting CAD 80K-95KData Analysis | Data reporting | Microsoft Excel | Microsoft PowerPoint | Microsoft WordEmployee recognition | Flexible benefits | Generous time off | Hybrid working | Training and professional developmentEntry-level Full TimeCA.ON.Mississauga.2251 Speakman Drive, Canada4d ago
-
Data Analyst, Rewards & Recognition CAD 58K-93KBusiness Intelligence | Data Modeling | Data Quality | ETL | ExcelCareer development | Hybrid work arrangement | Networking opportunities | Wellness programsSenior-level Full TimeSun Life Waterloo King, Canada4d ago
-
Data Governance Analyst CAD 82K-107KData Cataloging | Data Classification | Data Governance | Data Lineage | Data ModelingPension plan | Professional learning and development | Work-life balanceMid-level Full TimeEdmonton, AB4d ago
-
Data Analyst CAD 100K-128KAgile | Azure | Azure DevOps | DAX | Dashboard DevelopmentHybrid work arrangementSenior-level Full TimeToronto, ON, CA, M5J 2P14d ago
-
Stratège IA et analytique marketing CAD 56K-71K6sense | API Integration | Apps Script | Data Quality | Excel401k like plan with employer match | Continuous learning budget | Dental insurance | Employee assistance program | Flexible scheduleEntry-level Full TimeQuebec, Canada4d ago
-
Technology Consultant, Power BI Developer CAD 105K-130KAPI Integration | Boomi | Data Cleansing | Data Modeling | Data ValidationEntry-level Full TimeToronto, ON, Canada5d ago
-
Senior Analyst, Analytics & Insights CAD 80K-120KA/B | A/B Testing | B testing | Cause analysis | Cohort AnalysisSenior-level Full TimeToronto5d ago
-
Senior Data Analyst CAD 82K-115KBehavioral analytics | Data Engineering | Data Pipelines | Data Quality | ExperimentationAnnual bonus | Flexible work-life balance | Global team events | Paid annual leaveSenior-level Full TimeHalifax, Canada5d ago
-
Consultant, Risk Analytics CAD 92K-104KAnalytics | Credit Risk | Data Mining | Data Quality | Data VisualizationBanking benefits | Employee share purchase plan | Hybrid work arrangement | Incentive pay | Paid day off for growth and developmentMid-level Full TimeToronto-81 Bay, 31st Floor, Canada5d ago
-
Analyst, Corporate Credit Risk Analytics (Bilingual) CAD 81K-115KAudit compliance | Credit Process | Credit Risk | Credit policies | Data IntegrityCareer development opportunities | Coaching and feedback | Community involvement opportunities | Competitive rewards package | Team eventsEntry-level Full TimeToronto, ON, CA, M5H 1H15d ago
-
Analyst, Marketing Analytics CAD 89K-115KAdobe Analytics | Adobe Launch | Brandwatch | Business Manager | Campaign ManagerMid-level Full TimeToronto, Canada5d ago