Top Tech Jobs & Startup Jobs in Toronto

Prepare and complete RFPs, RFIs, and DDQs for affiliated investment firms; draft and enhance proposal responses; maintain response databases and marketing-material consistency; support RFP reports and files; and update external investment and consultant databases. The role collaborates with subject matter experts across business areas and supports new-business efforts in a fast-paced institutional investment environment.

Provides operational and analytical support for marketing and sales operations. Responsibilities include maintaining CRM and marketing data quality, preparing reports, troubleshooting platforms, documenting processes, coordinating initiatives, optimizing marketing technologies and workflows, and supporting AI-enabled automation and user acceptance testing. The role collaborates with Marketing, Sales, Information Systems, and business stakeholders to improve efficiency and support decision-making.

Leads the global Portfolio Compliance function, translating strategy into operations, overseeing pre- and post-trade monitoring through Charles River CRIMS, and managing shareholder disclosure programs through FundApps. The role directs compliance policies, controls, rule coding, reporting, projects, and continuous improvement across affiliates. It also manages three managers and ten staff across multiple locations, including coaching, performance management, talent planning, and stakeholder collaboration across investment management, legal, technology, and operations teams.

Lead stakeholder engagement, requirements definition, architecture, configuration, proof-of-concepts, and delivery of scalable Salesforce solutions. Translate business needs into implementation-ready designs, guide Agile execution, resolve complex solution and data issues, and establish Salesforce delivery standards. The role focuses on improving user experience, productivity, adoption, and business value within a regulated asset management environment.

Performs investment performance calculations, attribution analysis, portfolio risk reporting, and analytics across public and private asset classes. Supports sales, marketing, RFPs, and DDQs; researches and maintains measurement methodologies; manages stakeholder relationships; troubleshoots analytical issues; improves processes; and establishes reporting for new products. Requires strong communication, analytical problem-solving, advanced Excel and Power BI skills, and investment management experience.

Maintain and validate equity, fixed-income, derivative, valuation, benchmarking, and securities data across investment systems. Manage scheduled data processes, deliver data-quality signoffs, investigate exceptions, resolve issues, and support investment teams with ad hoc analysis. Identify workflow improvements that improve efficiency, mitigate risk, and enhance service levels. Collaborate with operational and engineering teams while managing multiple projects and stakeholder requests.

Supports investment operations technology by gathering CRIMS requirements, designing workflows and configurations, documenting business processes, coordinating integrations and vendors, and conducting testing. Provides production support, issue triage, root-cause analysis, and release validation for trading, portfolio management, and compliance processes. Partners with traders, portfolio managers, compliance teams, technical teams, and global stakeholders.

Build and operate production-ready AI assistants, agents, and workflow automations. Responsibilities include developing RAG pipelines, retrieval and indexing strategies, prompt engineering, tool integrations, testing, documentation, deployment through MLOps pipelines, monitoring, rollback readiness, and collaboration with data engineering and business teams in a regulated financial services environment.

Supports fixed income portfolio managers and trade desks with execution, processing, settlement, and onboarding of debt securities, money market instruments, derivatives, and foreign exchange transactions. Manages custodian and broker relationships, improves trade support processes, and partners with technology teams on automation. The role operates in a hybrid global trade operations environment serving pooled funds and segregated client mandates.

Designs and implements scalable Salesforce solutions by translating business requirements into technical approaches. Responsibilities include Salesforce configuration, automation, Apex, LWC, integrations, third-party applications, testing, peer reviews, DevOps deployments, production support, and continuous optimization. The role partners with business and technology stakeholders, leads solution design, manages risks and dependencies, and promotes implementation standards and reusable frameworks.