Find Jobs
Find Jobs Near You – Available Work in Your Location
Senior Analyst, Trading Systems Management
Career Insights for Investment / Portfolio Analyst
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on Ohio data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.
$86,925 / year median in Ohio
-2% projected decline
Job Description
Senior Analyst, Trading Systems Management#26-36326
$43.52-$47.51 per hour
Toronto, ON, Canada
Onsite
Job Description
Our client, a Conmericial Banking company, is looking for a Senior Analyst, Trading Systems Management for their Toronto, ON/Montreal, QC/Hybrid location.
Responsibilities:
- Client Global Asset Management (GAM) is a leading North American investment manager with over $330 billion in assets under management.
- GAM combines deep investment expertise with an innovative, client-centric mindset to deliver dynamic global investment solutions across a diverse range of asset classes, industries, and global markets.
- The platform serves institutional, private wealth, and retail investors, offering access to differentiated investment strategies and tailored solutions.
- With innovation at its core and a fiduciary commitment to clients, GAM helps clients navigate complexity and achieve their financial ambitions.
- The Senior Analyst, Trading Systems Management plays a key role in supporting and evolving trading and order management systems across multiple asset classes.
This position combines system expertise, data analysis, and stakeholder engagement to ensure platforms operate efficiently, data is accurate and reliable, and business needs are effectively supported.
The role involves working closely with front, middle, and back office teams to understand requirements, resolve system and data issues, and deliver enhancements that improve workflows and user experience.
The incumbent also contributes to the development of reporting and analytical capabilities, enabling better visibility into trading activity and operational performance.
Responsibilities include maintaining system configurations, ensuring data integrity, supporting daily operations, and participating in initiatives to enhance processes and system functionality.
The role requires building strong relationships with internal partners and external vendors to ensure systems remain aligned with evolving business needs.
Manage and enhance trading and order management systems (e.g., ThinkFolio, Bloomberg AIM/PORT and related platforms) to ensure optimal functionality, performance, and user experience
Serve as a central point of contact for system-related inquiries, troubleshooting issues, and supporting front, middle, and back office users across asset classes
Gather, analyze, and translate business needs into system improvements, workflows, and data requirements, ensuring alignment with operational and strategic objectives
Perform data extraction, validation, and analysis across multiple systems to ensure accuracy, completeness, and consistency of trading and operational data
Develop and maintain reporting solutions, dashboards, and analytical outputs to support decision-making, monitoring, and performance tracking
Identify opportunities to streamline processes through automation and improved data workflows using tools such as SQL, Python, Excel, or similar technologies
Monitor system data flows and proactively resolve discrepancies by collaborating with technology teams, data providers, and operations partners
Support system enhancements, upgrades, and project initiatives, including testing, implementation, and post-launch validation
Maintain documentation of system processes, data definitions, and workflows to support transparency, audit requirements, and knowledge sharing
Collaborate with internal stakeholders and external vendors to ensure systems remain aligned with evolving business needs and industry standards
Contribute to ongoing process improvement initiatives by leveraging data insights and identifying areas for increased efficiency and control
Requirements:
Opportunity to work in a high-impact, hybrid role combining systems, data, and business engagement
Exposure to industry-leading trading platforms and technologies with influence on enhancements and improvements
Strong visibility across teams, collaborating with front, middle, and back office partners as well as technology stakeholders
Involvement in meaningful system and process improvement initiatives that drive efficiency and data quality
Ability to build and apply technical and analytical skills in a real-world trading environment
3-5+ years of experience supporting trading, portfolio management, order management, or investment management systems.
Hands-on experience with Bloomberg AIM, Bloomberg PORT, ThinkFolio, or comparable Order Management Systems (OMS). Bloomberg experience is strongly preferred
Experience building dashboards and reports (Tableau, Power BI, or similar)
Strong understanding of front-office investment workflows, trade lifecycle processes, and portfolio management operations.
Ability to translate business needs into data and technical requirements
Experience working with financial data, portfolios, or trading environments
Experience with SQL, Python, VBA, APIs, or automation tools.
Experience with data analysis, reconciliation, and reporting solutions.
Experience with Tableau, Power BI, or similar reporting platforms.
Knowledge of asset management, portfolio analytics, investment operations, or capital markets.
Experience working with vendors supporting trading and investment management platforms.
Experience in Agile, Jira, or project delivery environments.
Strong analytical and problem-solving mindset
Ability to communicate data insights clearly to non-technical stakeholders
High attention to detail and data accuracy
Proactive and solutions-oriented mindset
Ability to manage multiple priorities in a fast-paced environment
Strong collaboration and stakeholder management skills