Senior Portfolio Manager

Portfolio Management / Overlay – Functional Lead New York City, NY $1+ Year Contract We are seeking a Senior Portfolio Management Functional Lead with deep expertise in wealth management, brokerage, portfolio management, and investment technology. This individual will serve as a key liaison between business, technology, and operations, helping to define and deliver solutions supporting portfolio management, portfolio modelling, overlays, performance reporting, and related wealth management capabilities. The ideal candidate will bring hands-on experience managing or supporting a Portfolio Overlay function within a brokerage environment, combined with strong knowledge of portfolio analytics and wealth technology platforms. Serve as the functional subject matter expert for portfolio management, portfolio modelling, overlays, and performance reporting. Lead the functional design and implementation of wealth and investment management technology platforms. Evaluate and recommend solutions related to portfolio construction, modelling, overlay management, performance measurement, and reporting. Support implementation, integration, testing, and optimization of portfolio management platforms. Develop and present recommendations, business cases, and executive-level presentations to senior leadership. Work closely with portfolio managers, investment teams, brokerage stakeholders, product teams, technology, and operations. Provide subject matter expertise throughout the full project lifecycle, from requirements gathering and solution design through implementation and ongoing optimization. Experience working within a major brokerage or wealth management institution such as RBC, National Bank, Richardson, or a similar organization. Strong understanding of portfolio management and investment analytics, including: Performance measurement and reporting Hands-on experience implementing, configuring, or supporting wealth/investment technology platforms. Experience as a Senior Product Owner, Business Architect, or Functional Lead within portfolio management, investment management, or wealth technology. Experience leading cross-functional initiatives involving business, technology, operations, and investment stakeholders. Proven ability to manage competing priorities and operate effectively within complex financial-services environments. CIM, CFA, or equivalent investment/portfolio management designation required. Relevant university degree in Finance, Business, Economics, Computer Science, or a related discipline is preferred. Demonstrated ability to create executive-level presentations and decks. The ideal candidate is a senior portfolio management professional who understands both the investment business and the technology supporting it. This role is particularly well suited to someone who has progressed from a portfolio management or investment operations background into a Business Analyst, Product Owner, Business Architect, or Functional Lead role and is comfortable operating across business, technology, and operations. Medical, Dental, & Vision Plans ~ 6 Paid Holidays ~ Regular Meetings to Ensure Quality in Your Engagement Eight Eleven Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, national origin, age, sex, citizenship, disability, genetic information, gender, sexual orientation, gender identity, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state, and local laws. #