IBOR Implementation Project Manager

Job Title: Investment Book of Record (IBOR) Implementation Project Manager

Location: Toronto, ON, Canada

Employment Type: Contract

Job Summary

We are seeking an experienced Investment Book of Record (IBOR) Implementation Project Manager to lead and manage the end-to-end implementation, integration, and delivery of IBOR solutions within a wealth management or investment management environment.

The ideal candidate will have strong project management experience in financial services, with a deep understanding of investment operations, portfolio management, trade lifecycle, position management, cash management, and investment data flows. The candidate will be responsible for coordinating business and technology teams, managing implementation milestones, overseeing system integrations, and ensuring successful delivery of IBOR platform initiatives.

Key Responsibilities

• Lead end-to-end IBOR implementation projects, from planning and requirements gathering through deployment and post-production support.
• Manage project scope, timelines, budgets, resources, dependencies, risks, and deliverables.
• Work closely with investment operations, portfolio managers, trading teams, technology teams, and external vendors.
• Oversee IBOR platform configuration, implementation, integration, testing, and deployment activities.
• Coordinate integration between IBOR platforms and downstream/upstream systems, including Portfolio Management Systems (PMS), Order Management Systems (OMS), Custodian platforms, Accounting systems, and Data Warehouses.
• Ensure accurate and timely investment data processing, including positions, transactions, cash balances, holdings, and corporate actions.
• Manage requirements gathering, business process mapping, functional specifications, and solution design discussions.
• Coordinate SIT, UAT, regression testing, defect management, and business sign-offs.
• Monitor project progress, identify implementation risks, and develop mitigation strategies.
• Manage stakeholder communications, steering committee meetings, status reporting, and executive updates.
• Support data migration, reconciliation, operational readiness, go-live, and post-implementation stabilization.
• Ensure compliance with financial industry standards, internal controls, and regulatory requirements.

Required Qualifications

• 8+ years of experience in project management within financial services, wealth management, or investment management.
• 3+ years of experience managing IBOR implementation, transformation, or integration projects.
• Strong understanding of Investment Book of Record (IBOR) concepts, investment operations, and portfolio accounting.
• Experience with investment lifecycle processes, including:
• Trade capture and trade processing
• Position and holdings management
• Cash and liquidity management
• Trade settlement
• Corporate actions
• Portfolio valuation and reconciliation
• Proven experience managing large-scale financial technology implementations.
• Strong understanding of system integrations, data flows, data migration, and reconciliation processes.
• Experience managing cross-functional teams across business, technology, operations, and vendors.
• Excellent communication, stakeholder management, leadership, and problem-solving skills.