Analyst, Portfolio Management
Manulife is a leading international financial services provider dedicated to making decisions easier and lives better. The Analyst in Portfolio Management will support the maintenance and operation of the portfolio management platform, ensuring its accuracy and usability for registered portfolio managers.
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