Portfolio Engineer

Work arrangement

• This is a full-time regular role.
• The position follows a flexible hybrid schedule.
• The work location is 483 Bay Street in Toronto until approximately late 2026, then the new Mississauga office at 3 Robert Speck Parkway.

Opportunity

Portfolio engineering

• Build scalable portfolio construction and rebalance tools for managed account solutions and personalized investing needs.
• Scope systems, data, and infrastructure and map dependencies for systematic portfolio construction.
• Develop first-generation tools and partner with internal resources to establish consistent portfolio construction capabilities.

Analytics and reporting

• Develop and maintain investment monitoring and risk reporting with accurate, repeatable, decision-useful data pipelines.
• Apply advanced statistical analysis to risk modelling and portfolio customization using large datasets.
• Improve investment process efficiency through automation, standardization, and documentation.

Cross-functional delivery

• Partner with portfolio management, risk, compliance, operations, product, and technology teams.
• Implement controlled workflows aligned with platform strategy and governance expectations.

Required qualifications

• A relevant university degree or equivalent experience is required.
• At least five years of relevant portfolio analytics, portfolio engineering, risk analytics, investment technology, or investment management experience is required.
• Production or near-production programming and SQL experience is required.
• Experience with portfolio analytics or construction workflows and monitoring or risk reporting tools is required.

Technical and investment knowledge

• Quantitative analysis, programming, data pipelines, data quality controls, portfolio construction, rebalancing, and investment operations knowledge are required.
• Knowledge of AI, machine learning, natural language processing, and emerging data science trends is preferred.
• Enterprise reporting tools, multi-asset products, managed accounts, personalization features, and portfolio data platforms are preferred.

Compensation

• The competitive annual base salary range is $123,000 to $140,000 based on experience and qualifications.
• The compensation package includes a discretionary performance bonus and RRSP contributions after six months of employment.