We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.
Working Arrangement
Hybrid
Job Description
Key Accountabilities:
- Facilitate the completion of internal stakeholder sales and AUM reporting.
- Perform end to end preparation of internal stakeholder sales, regulatory, and marketing reports.
- Preparation and review of custom reports requested by internal and external providers/clients.
- Collaborate with multiple stakeholders and liaise with data vendors to effectively manage and deliver reports to both internal and external clients
- Take the lead role in resolving data discrepancies in the reporting, while looking for better ways to distribute reporting as a whole.
- Contribute to various transformation and process improvement projects
Minimum Skills Requirement To Hire
Qualifications and Competencies:
- A graduate of any Bachelor's degree in Finance or Business-related course (Accounting, Business Management, Finance, etc)
- A minimum of 5 years progressive experience in Investment Management or Financial Services
- In-depth understanding of strategic business objectives combined with broad industry knowledge of investment products, market practices, and investment operations.
- Knowledge in third party data platforms eg.. Reuters, Factset, Bloomberg an advantage
- Excellent verbal and written communication skills
- Candidate must demonstrate excellent problem-solving skills.
- Client-focused with the ability to prioritize responsibilities.
- Candidate must demonstrate extraordinary attention to detail, an exceptional work ethic, and positive attitude.
- Excellent analytical and diagnostic skills with knowledge and understanding of process design, as well as productivity improvement methodologies.
- Demonstrated understanding of issues relevant to broad organization and business strategic goals.
- Ability to work in ambiguous environment and adapt to change while managing time and workload with aggressive timelines
- Strong interpersonal skills and ability to work effectively across cultures.
- Must be willing to work on mid-shift that may be adjusted during exceptional business need.
Technical Skills
I.T. Literacy
- Intermediate to advanced MS Excel skills
- Intermediate to advanced MS Outlook, Word, Power point, Power BI and Adobe Acrobat (PDF)
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].
