Are you looking for a supportive and collaborative workplace with great benefits and clear career development You've come to the right place.
Why choose Manulife
- Competitive Salary packages and performance bonuses
- Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)
- Retirement savings benefit
- Rewarding culture that values wellness and well-being
- Performance Bonus
- Global network of industry experts
- Extensive training resources
Job Description:
The Performance Analyst, under supervision, gathers and analyzes investment performance data while working with local performance teams, client reporting, front and middle offices. The individual will have a strong competence in the asset management industry, including performance calculation and factors impacting returns, proactively foreseeing and escalating any issues as needed. The objective is to ensure that performance data is provided in a timely, complete, and accurate manner to both internal and external clients.
Key Responsibilities:
- Gather, analyze, and produce accurate performance data, interacting with appropriate individuals/groups to resolve errors. Review and verify the work of others for accuracy and completeness
- Prepare standard and ad-hoc performance reports on a daily/weekly/monthly basis that support local performance teams, client reporting, front and middle offices
- Maintain systems and databases by ensuring procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks, and other information
- Obtain a strong understanding of performance calculations in various systems and calculate manually as needed
- Respond to inquiries, both on a recurring and ad hoc basis, related to performance data
Qualifications:
- Bachelor's degree in Mathematics, Statistics, Economics, Finance, Accounting, or a related field is required
- A minimum of 1 year of experience in the investment management, wealth management, or insurance industry is preferred
- Hybrid work arrangement with amenability and readiness to work onsite and from home as needed (dependent on business needs and/or current external environment/situation) and must be willing to work on a day shift schedule
Skills to Hire/Nice to Haves:
- Good communication skills
- Basic knowledge in using Bloomberg, Morningstar, Lipper, and/or Sylvan
- Knowledgeable in MS Excel
- Good organizational and time management skills with the ability to work independently and meet tight deadlines
- Demonstrated problem-solving skills
- Ability to research and source data from various websites and internet databases
- Understanding of asset management operations from the front office to the back office
- Fundamental understanding of investment styles, models, and risks
- Basic telephony skills
Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM
