Senior Analyst, Fund Operations
Apply NowCompany: Manulife Financial Corporation
Location: Waterloo, ON N2J 1A1
Description:
The Senior Analyst, Fund Operations will be part of a dynamic and knowledgeable team with a variety and distinct responsibilities ranging from Funding & Trading, Fund on Fund capital stock allocations, projects and system release enhancements. The successful candidate should have a good background and knowledge of operations fund lifecycle, including client transfer agent systems and process, accounting skills, and an ability to build relationships with the impacted stakeholders.
The primary responsibilities of the incumbent are to support various Canadian Wealth Business Funding and Trading activities, Fund Initiatives, and actively seeking operational efficiencies to support internal and external stakeholders.
Position Responsibilities:
Required Qualifications:
Preferred Qualifications:
When you join our team:
#LI-Hybrid
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Primary Location
Montreal, Quebec
Working Arrangement
Hybrid
Salary range is expected to be between
$69,750.00 CAD - $116,250.00 CAD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.
The primary responsibilities of the incumbent are to support various Canadian Wealth Business Funding and Trading activities, Fund Initiatives, and actively seeking operational efficiencies to support internal and external stakeholders.
Position Responsibilities:
- Perform / support VPA Application and Monitor/Review all input and output files including all controls to ensure Fund Operation functions, Funding and Trading are processed accurately within tight deadlines.
- Provide support on all day-to-day operational activities / tasks.
- Analysis, research and troubleshoot issues, develop options to be assessed by Management.
- Participate in Fund Initiatives and Projects that have impact to daily Fund Operations. Review/assess requests to ensure they are properly aligned to Project requirements.
- Assist in daily / weekly / monthly reviews and sign offs.
- Provide and answer inquiries from NAV Agents, Custodians and external / Internal stakeholders.
- Actively Work with Fund Operations, Support team to increase process efficiencies in all Admin functions.
- Evaluate, recommend and develop tools, practices and controls increase operational efficiency and quality of information.
- Provide timely information to auditors
- Provide guidance and support to other team members to ensure timely and accurate delivery of daily trade instructions and funding.
- Ensure deadlines are consistently met
Required Qualifications:
- Bachelor's degree in accounting, Finance or Business administration with a minimum of five 5 years relevant operations or business experience in the financial industry
- Strong knowledge of information systems and Microsoft Office suite
- Ability to work effectively as part of a team and individually
- Demonstrate initiative and take responsibility
- Detail- oriented with a high level of accuracy
- Excellent analytical and problem-solving skills
- Ability to react quickly, adapt to changes and meet tight deadlines
- Ability to multi-task in a fast-paced, deadline-driven environment
- Strong communication and interpersonal skills
- Identifies, implements and maintains controls to mitigate financial and operational risks
- Can adequately represent the team at inter-departmental meetings, projects and process improvements brainstorming
- Must be resourceful and a self-starter
- Flexible start time. Should be able to start at 7:00am
Preferred Qualifications:
- Must be controls oriented, experience with risk and controls assessment, an asset
- Operational background or understanding of operational environment, an asset
- Knowledge of the Manulife funds and products, Mutual Fund industry, or fund NAV calculation an asset
- Bilingualism (English and French) is an asset. If the successful candidate is in Qubec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
#LI-Hybrid
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Primary Location
Montreal, Quebec
Working Arrangement
Hybrid
Salary range is expected to be between
$69,750.00 CAD - $116,250.00 CAD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact recruitment@manulife.com for more information about U.S.-specific paid time off provisions.