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Working Arrangement
Hybrid
Job Description
The Global Client Reporting analyst performs client report production on a timely, complete and accurate manner for both internal and external clients. This includes preparation of periodic client reports, fact sheet and due diligence questionnaires/checklist through gathering, validating and consolidating various source data from different groups across all regions. The role is also responsible for liaising and coordinating with different functions in Global Wealth Asset Management Operations such as Trade and Cash, Asset Servicing, Reconciliation, Performance Analytics. The global client reporting analyst must demonstrate a commitment to extraordinary attention to detail, an exceptional work ethic and positive attitude.
Key Accountabilities
- Produce Fund Fact Sheet for Retail Clients of Manulife Investment Management across Asia Region.
- Prepare the periodic Investment Management Report to Institutional Clients managed by Manulife Investment Management such as pension plans, foundation, endowments, financial institutions and other institutional investors.
- Prepare custom or tailor reports per request by clients or business unit
- Coordinate with various internal and external teams to ensure all data is collated, checked and presented per SLAs in order to meet client reporting deadlines.
- Identify and escalate possible issues in data accuracy and presentation of client report.
- Assist process and data improvement projects.
- Respond to inquiries, on both a recurring and ad hoc basis related to client reporting.
Qualifications
- A graduate of any Bachelor's degree in Financial related courses (Accounting, Business Management, Finance, etc)
- A minimum of 2-3-year relevant work experience.
- Knowledge in securities instruments/settlements and banking process.
- Strong communication skills
- Candidate must have good organizational and time management skills with the ability to be and to work independently and meet tight deadlines.
- Candidate must demonstrate problem solving skills.
- Keen to details that can able to identify issues on data and formatting/presentation
- Client focused with the ability to prioritize responsibilities.
- Amenable with Day Shift
About Manulife And John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as MFC on the Toronto, New York, and the Philippine stock exchanges, and under 945 in Hong Kong.
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 [Confidential Information].
