Microsoft Dynamics 365 Investment Management SME

Infosys Public Services is seeking a Microsoft Dynamics 365 Investment Management SME. This position will interface with key stakeholders and apply technical proficiency across different stages of the Software Development Life Cycle including Requirements Elicitation, Application Architecture definition and Design; play an important role in creating the high-level design artifacts; deliver high-quality code deliverables for a module, lead validation for all types of testing and support activities related to implementation, transition and warranty. This is an opportunity to be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. Required Qualifications Candidate must be located within commuting distance in Ottawa, ON or be willing to relocate to the area. Bachelors Degree in Engineering. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 4 years of Information Technology experience. Candidates authorized to work for any employer in Canada without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Job Description: The Investment Management SME provides specialized expertise in the design, configuration, implementation, and optimization of Microsoft Dynamics 365 solutions that support investment management operations. The resource acts as a trusted advisor to business and technical teams, ensuring that investment management processes, workflows, reporting, compliance requirements, and financial controls are effectively designed and implemented within the Microsoft Dynamics ecosystem. This role supports solution planning, business process modernization, and the successful delivery of investment management capabilities aligned to organizational objectives. The RFS specifically requires a resource with expertise and at least five 4 years of experience in the design, delivery, and implementation of Microsoft Dynamics to support Investment Management in an advisory or dedicated role. Preferred Qualifications Provide subject matter expertise for investment management business processes within Microsoft Dynamics 365 solutions. Advise project teams on the design, configuration, and implementation of investment management functionality. Collaborate with business stakeholders to gather requirements and translate them into solution designs and functional specifications. Support configuration and optimization of investment-related workflows, approvals, reporting, and analytics. Assist in defining investment management operating models, governance processes, and business rules. Provide recommendations for portfolio management, investment tracking, performance monitoring, and reporting capabilities. Participate in solution architecture discussions to ensure investment management requirements are effectively addressed. Conduct impact assessments and provide guidance on process improvements and system enhancements. Support testing activities, validation of business requirements, and user acceptance testing. Contribute to knowledge transfer, documentation, and stakeholder training activities. Ensure solutions align with regulatory, audit, security, and organizational governance requirements. Minimum 5 years of experience in the design, delivery, and implementation of Microsoft Dynamics solutions supporting Investment Management. Demonstrated expertise in investment management business processes, portfolio administration, investment planning, investment performance tracking, and financial controls. Experience serving in either a dedicated Investment Management role or as an Investment Management advisor/consultant. Strong understanding of Microsoft Dynamics 365 and related Microsoft business applications. Experience working with complex financial and investment data models. Ability to translate business requirements into practical Dynamics 365 solutions. Strong analytical, problem-solving, and stakeholder engagement skills. Excellent written and verbal communication abilities. Experience supporting public sector, financial services, trust management, fiduciary services, or asset management organizations. Familiarity with Microsoft Power Platform, Power BI, Azure, and enterprise reporting solutions. Experience with governance, compliance, audit, and risk-management requirements related to investment activities. Microsoft Dynamics functional certifications and related financial management certifications. At least 4 years of experience designing, delivering, and implementing Microsoft Dynamics solutions that support investment management functions. Proven experience providing advisory services and business guidance for investment management processes. Experience supporting portfolio management, investment monitoring, reporting, and investment-related workflows. The OPGT Investment Management capability includes account management, planning, performance monitoring, investment decision support, acquisition and disposition of portfolio holdings, and advanced analytics. Investment management solution design recommendations. Functional requirements and business process assessments. Configuration guidance and implementation support. Investment workflow, reporting, and analytics recommendations. Knowledge transfer and solution documentation. Advisory reports and stakeholder presentations. Estimated annual compensation range for this role will be as follows: In Mississauga, ON: $92,740 to $123,375. About Us Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. EEO Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

The SME will design, configure, and optimize Microsoft Dynamics 365 solutions to support investment management operations and financial controls. They will act as a trusted advisor to stakeholders, translating business requirements into high-level design artifacts and functional specifications.

Candidates must have a Bachelor's degree in Engineering (or equivalent experience) and at least 4-5 years of experience implementing Microsoft Dynamics for investment management. Proficiency in portfolio administration, financial data models, and the Microsoft Power Platform is required.

• Microsoft AzurePreferred
• Power BIPreferred

Identified from the job description. Confirm important requirements above.

• Microsoft Dynamics 365
• Investment Management
• Solution Architecture
• Requirements Elicitation
• Portfolio Management
• Financial Controls
• Microsoft Power Platform
• Power BI
• Azure
• Business Process Modernization
• Stakeholder Engagement
• User Acceptance Testing
• Functional Specifications
• Asset Management
• Risk Management
• SDLC

• Consulting
• Finance & Accounting
• Software
• Technology
• Government & Public Sector

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Apply by

Sep 20, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level