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Senior Portfolio and Performance Analyst, Wealth Management

  • Employer: iA Financial Group
  • Office: 2200, McGill College Avenue
  • City: Montreal
  • Province: Quebec
  • Job category: Information Technology
  • Job ID: JR10003026
  • Job type: Permanent Job Full time

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.


Portfolio management

  • Organize and facilitate strategic prioritization activities making it possible to create a request log and roadmap for the vision for the sector served, on a regular basis
  • Prepare communications and keep required tools updated to support the prioritization process that provides transparency and clarity regarding the strategic priorities of the sector served
  • Implement and monitor the execution process for multiple and varied requests, including strategic initiatives, continuous improvement requests, support requests and ad hoc requests not handled by established processes
  • Collaborate regularly with portfolio stakeholders, both IT and business, to resolve prioritization conflicts, detect possible discrepancies with the proposed roadmap and help develop contingency plans
  • Represent the sector served in the various planning priority-setting forums and participate in the tables that mobilize multiple sectors
  • Ensure the portfolio’s compliance with the standards established by the IT Portfolio Management Office
  • Be accountable for the entire request management process for the sector served

Performance management

  • Provide a consolidated view of all relevant performance indicators and trends (security, finance, suppliers, project health, production environment, compliance, etc.) to the person in charge of delivery
  • Manage the monitoring report-production process in order to provide regular and ad hoc reports on relevant supported activities to the various business and IT stakeholders
  • Analyze data and reports to identify underlying trends and major yield gaps and identify the root causes
  • Liaise with managers from the IT service delivery management team (assistant managers, directors, etc.) to fix yield gaps and develop relevant action plans
  • Act as a liaison between the performance team of an IT service delivery sector and the IT Performance and Governance group to guarantee the harmonization of practices and the compliance standards reports among the various performance analysis teams


  • Excellent communication skills and ability to explain things in common terms to both IT teams and business people
  • Excellent negotiation skills and advanced conflict resolution skills
  • High tolerance for ambiguity and uncertainty


  • Bachelor’s degree in computer science, administration or other relevant training of a similar level and five to seven years of experience in a similar role
  • In-depth knowledge of project management and related tools
  • Must be bilingual
  • Excellent analytical, coordination, teamwork, negotiation and decision-making skills
  • Ability to interact, maintain healthy relationships and influence senior management and the various key business unit stakeholders in their decision-making processes, regardless of their hierarchical levels
  • Ability to promote innovation and continuous improvement in IT performance through analyses, new perspectives and concrete proposals
  • Knowledge of agile methodologies (including SAFe), Lean, with the software development life cycle (SDLC) and DevOps
  • Demonstrated knowledge of the financial services sector and business-related regulations - IIROC and MFDA (asset)
  • Ability to travel approximately 30% of the time (Montreal-Toronto-Quebec)

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to