Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Analyst, Portfolio Management will support and oversee the day-to-day maintenance and operation of the firm's portfolio management platform, ensuring it remains accurate and organized for advisors.
Responsibilities
- Maintain and update portfolio management system data and settings
- Assist with the creation, review, and maintenance of account linkages to the custody system
- Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them
- Support ongoing maintenance of households and investment groups
- Identify and escalate issues related to security data, account holdings, or trading restrictions
- Assist with the testing of new functionality, enhancements, and system upgrades
- Maintain procedural documentation and training materials for the platform
- Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff
- Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
- Participate in special projects related to process improvement, workflow design, and operational efficiency
Skills
- 1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role
- Strong interest in portfolio management, investment operations, and financial markets
- Detail-oriented and highly organized, with the ability to manage multiple priorities
- Strong analytical and problem-solving skills
- Comfortable working with large amounts of data and identifying inconsistencies
- Strong Excel skills; experience with formulas, pivot tables, lookups, and data validation
- Experience with portfolio management or trading systems is an asset
- Strong written and verbal communication skills
- Ability to create clear documentation and explain processes to others
- Self-starter who is comfortable working independently but also enjoys supporting a broader team
- Experience supporting a portfolio management, rebalancing, or trading platform
- Familiarity with concepts such as model portfolios, rebalancing, asset allocation, and household reporting
- Familiarity with Excel VBA, process automation, or workflow documentation
- Progress toward or interest in a CFA, CIM, CSC, or similar designation
Benefits
- 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.
Company Overview
Manulife is a leading international financial services group that helps people make their decisions easier and lives better. It was founded in 1887, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.manulife.com/.