Analyst, Investment Platform Management - Toronto, Canada - Manulife

Manulife

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

_Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you. _

Working Arrangement
Hybrid

The opportunity

Manulife Canada Retirement serves the needs of Plan sponsors, members and market sources across Group Retirement businesses, helping Canadians save for a better retirement.

The Canada Retirement Investment Platform Management team is accountable for managing the Canada Retirement investment platform and supporting the investment related needs of clients and market sources.

The
Analyst, Investment Platform Management role is integrated to the success of the team and client experiences, and will report to Director, Investment Platform Management.

Responsibilities:

Build and maintain essential client and business unit investment materials, including performance reporting, factsheets, portfolio holdings, investment analytics, and adhoc client reports, across multiple platforms.
Act as a key contributor of fulfilling content quality requirements by undertaking the qualitycontrol process.
Manage the large trade notification process and directly interact with internal/external asset managers to minimize risk and meet client objectives.
Support key client initiatives through data gathering, organization and research.
Analyze and respond to investmentrelated inquiries from key stakeholders (Account Executives, Client Relations, Presale, Investment Directors, Marketing) and market sources (Consultants, Advisors).
Work with fund research team and Investment Directors to create product analytics materials to support plan sponsors, consultants, and advisors.
Coordinate with asset managers and fund research team for periodic updates and commentaries.
Work with third party vendors to gather and maintain data integrity, as well as continuously improving contents.
Identify improvements in existing processes to reduce risks and improve operational efficiency and participate in the development of solutions.

What motivates you?

You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What we are looking for

Undergraduate degree in investment or related field.
14 years working experience in Financial services, Investment industry or Pension industry preferred.
Strong interest in investment products.
Working towards relevant financial professional designations (e.g., CFA, CAIA, CIM, CSC) would be considered an asset.
Strong technical PC skills, particularly with MS Excel.
Experience with databases would be considered an asset.
Knowledge of investment analytics tools (e.g. Morningstar, Refinitiv, etc.) would be considered an asset but not required.

Competencies

Strong attention to detail and patience.
Strong desire to learn and improve.
Strong analytical and technical skills.
Ability to effectively manage and prioritize multiple initiatives/deliverables at the same time.
Responsive at work.
Strong communication skills and proven success in team collaboration.
Experience with MS Access and VBA would be considered an asset but not required.

What can we offer you

A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong worklife balance.
Professional development and leadership opportunities.

Our commitment to you

Valuesfirst culture

We lead with our Values every day and bring them to life together.

Boundless opportunity

We create opportunities to learn and grow at every stage of your career.

Continuous innovation

We invite you to help redefine the future of financial services.

Delivering the promise of Diversity, Equity and Inclusion

We foster an inclusive workplace where everyone thrives.

Championing Corporate Citizenship

We build a business that benefits all stakeholders and has a positive social and environmental impact.

About John Hancock and Manulife

Manulife is an Equal Opportunity Employer

Salary & Benefits

The annual base salary for this role in the primary location of Toronto, Ontario is expected to be between $51,525.00 CAD - $85,875.00 CAD.

Manulife offers eligible employees a wide array of customizable benefits, includin