ZipRecruiter

Log In

1

Portfolio Operations Analyst Jobs in Toronto, ON

Royal Bank of Canada

Operations Analyst

Toronto, ON · On-site

CA$55K - CA$90K/yr

Reconcile each portfolio daily to ensure that cash, security, and unit positions correctly reflect ... Analyze daily fund activity, trade discrepancies against market data and report daily fund prices ...

Collabera Canada Inc

Be Seen First

Business Analyst (Capital Marke/Collateral Management)

Toronto, ON · On-site

CA$70 - CA$125/hr

... portfolio operations, and front-office risk workflows. * * Experience working with institutional PMS/OMS platforms such as Charles River Development (CRD), including trade workflows, compliance ...

Omers

Analyst, Derivative Operations

Toronto, ON

The Analyst within the Derivative Operations team plays a key role in middle office workflows ... Completing all portfolio and market opening requests including external party on-boarding ...

next page

Showing results 1-20

All JobsPortfolio Operations Analyst JobsPortfolio Operations Analyst Jobs in Toronto, ON

Portfolio Operations Analyst information

See Toronto, ON salary details

$14

$41

$77

How much do portfolio operations analyst jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for portfolio operations analyst in Toronto, ON is $41.04, according to ZipRecruiter salary data. Most workers in this role earn between $26.84 and $49.09 per hour, depending on experience, location, and employer.

What is a portfolio operations analyst?

Portfolio Operations Analysts are finance professionals who support the day-to-day management and administration of investment portfolios. They ensure the accuracy of transactions, monitor portfolio performance, reconcile data, and help implement investment strategies. These analysts work closely with portfolio managers, traders, and back-office teams to maintain operational efficiency and compliance. Their role is crucial in ensuring portfolios run smoothly and clients' assets are accurately tracked and reported.

What are the key skills and qualifications needed to thrive as a portfolio operations analyst, and why are they important?

To thrive as a Portfolio Operations Analyst, you need strong analytical skills, attention to detail, and a background in finance or accounting, often supported by a bachelor’s degree in a related field. Familiarity with portfolio management systems (like Bloomberg or Advent), Excel, and sometimes CFA or similar certifications is commonly required. Excellent problem-solving, communication, and organizational skills help analysts collaborate effectively and manage complex workflows. These skills are essential to ensure accurate portfolio administration, regulatory compliance, and timely reporting in fast-paced investment environments.

What are some common challenges faced by portfolio operations analysts, and how can they be addressed?

Portfolio Operations Analysts often encounter challenges such as managing large volumes of data, ensuring accurate trade settlements, and adapting to rapidly changing regulatory requirements. To address these, strong attention to detail and proficiency with portfolio management systems are essential. Collaboration with portfolio managers, traders, and compliance teams helps ensure smooth workflows and error resolution. Staying up to date with industry best practices and participating in ongoing training can further enhance accuracy and efficiency in daily operations.

What is the difference between Portfolio Operations Analyst vs Investment Analyst?

AspectPortfolio Operations AnalystInvestment Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA are a plusBachelor's degree in finance, economics, or related; CFA often preferred
Work EnvironmentFinancial firms, asset management companies, hedge fundsInvestment firms, asset management, banks
Employer & Industry UsageFocuses on portfolio management operations, trade processing, complianceFocuses on analyzing securities, market research, investment recommendations

The main difference is that Portfolio Operations Analysts handle the operational side of managing investment portfolios, ensuring trades are processed correctly and compliance is maintained. Investment Analysts focus on researching and analyzing securities to make investment decisions. Both roles require finance knowledge and often overlap in financial firms, but they serve different functions within the investment process.

What are popular job titles related to Portfolio Operations Analyst jobs in Toronto, ON?

For Portfolio Operations Analyst jobs in Toronto, ON, the most frequently searched job titles are:

What job categories do people searching Portfolio Operations Analyst jobs in Toronto, ON look for?

The top searched job categories for Portfolio Operations Analyst jobs in Toronto, ON are:

Portfolio Operations Analyst jobs near you
Infographic showing various Portfolio Operations Analyst job openings in Toronto, ON as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 11% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 91% Physical, 4% Hybrid, and 5% Remote job distribution, with an average salary of $85,358 per year, or $41 per hour.

Analyst, Retail Portfolio Operations

Connor, Clark & Lunn Financial Group Ltd.

Toronto, ON • Hybrid

CA$68K - CA$80K/yr

Full-time

Re-posted 8 days ago

Job description

Interested in joining one of Canada's top performing asset managers?  We are looking for a Retail Portfolio Operations Analyst for an existing vacancy on our Retail Portfolio Operations team. The Retail Portfolio Operations team is a lively and energetic group. You will have the opportunity to work and learn alongside a hardworking and dedicated team in a fun environment. The team is motivated, enjoys challenging each other, is diverse and unafraid to put in the extra work to get ahead. We rely on collaboration and are always looking to tackle the next challenge together. Our offices currently operate on a hybrid model with a combination of in-office and remote working days throughout the week.

What You Will Do
  • Maintaining and reconciling client portfolio and fund data. Including client cash, holdings and units. Plus, fund level cash flows and performance.
  • Working with external custodians, fund administrators as well as various areas within CC&L Business and Investment teams.
  • Responding to ad hoc client portfolio queries from custodians and front office.
  • Producing monthly, quarterly and annual client reports for High-Net-Worth clients.
  • Providing support to other teams on performance inquiries related to transactional data.
  • Trading pooled funds and monitoring of High-Net-Worth clients using our Custom Trade Order Management system.
  • Coordinating account transfers between various custodians.
  • Maintenance of client fee and holdings data in order to generate invoices and collect fees owed to CCL and relevant business partners.
  • Assisting with various process enhancement projects for CC&L Private Capital Ltd & CC&L Funds Inc.
What You Bring
  • Undergraduate degree in Business, Finance, Accounting, or Economics. Completion of the Canadian Securities Course is an asset.  Strong computer skills with advanced knowledge of MS Excel.  Developed knowledge of investment accounts (RRSP, TFSA, RRIF, etc.).
  • Able to continually ensure high quality output along with identifying areas for investigation.
  • Proven ability to think logically and problem solve effectively.  Demonstrated ability to work efficiently under pressure, dealing with changes and interruptions while maintaining strict deadlines.
  • The desire to learn processes and improve on operational efficiencies.
  • You have a collaborative spirit that helps you work well with others and you communicate effectively.
  • At least two years of related work experience, in an investment firm, bank or trust company is an asset.
The salary range for this position is $68,500 - $80,000.  The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

#LI-HYBRID #LI-JB1

Apply