Analyst, Investment Performance & Analytics

Manulife Financial; Quebec; Hybrid; CAD 59,000 - 100,000; Full time

Job summary

A leading financial services company in Quebec seeks an entry-level Analyst for the Investment Performance & Analytics team. Responsibilities include maintaining data quality in investment portfolios and conducting analysis to support various teams. Required qualifications include an undergraduate degree in Finance or a related field and willingness to pursue certifications. This role requires strong analytical skills, attention to detail, and the ability to work in a fast-paced environment. Bilingualism is preferred.

Benefits

Flexible working environment

Comprehensive health benefits

Retirement savings plans

Paid time off program

Qualifications

• 1-3 years of asset management industry experience preferred.
• Proactive and innovative approach to problem-solving.
• Strong organizational and interpersonal skills required.

Responsibilities

• Support Start-of-Day processes through data checks.
• Identify and raise issues for resolution.
• Use Power BI to create and review data quality dashboards.
• Participate/lead projects as assigned.

Skills

Analytical reasoning

Data reconciliation

Knowledge of investment accounting

Financial markets understanding

Bilingualism

Education

Undergraduate degree in Finance or business-related field

CIPM and/or CFA designation (willing to pursue)

Tools

Power BI

SS&C Sylvan

FactSet

Bloomberg

MSCI

Morningstar Direct

Job description

The Investment Performance & Analytics (IP&A) team conducts thorough analysis and analytical review of investment performance, attribution, characteristics, and risk results across various investment strategies to support the front office, product specialists, risk, and reporting teams.

The Analyst role is an entry-level position that is responsible for maintaining the quality and accuracy of investment portfolio data within multiple performance, attribution, and risk systems. The role requires knowledge of investment accounting principles, financial markets, financial instruments, and an intellectual curiosity in investment performance, attribution, risk, and analytics. The opportunity is for a proactive, motivated, and self-taught person who wants to work in a dynamic and rapidly changing environment. The candidate must be innovative, collaborative, and highly detailed oriented.

Position Responsibilities

• Supports the systems Start-of-Day (SOD) processes by performing control tolerance checks and data reconciliation to ensure the accuracy and completeness of information being used to calculate investment performance, attribution, characteristics, and risk results.

• Effectively identify and raise issues using proper escalation process for prompt resolution.

• Identify, research, and resolve investment performance data breaks.

• Perform and review data quality dashboards using Power BI.

• Review and refine existing controls/procedures to continuously improve the quality and ensure clear and concise documentation is created and maintained.

• Interact with appropriate individuals/groups to resolve errors as necessary.

• Participate and/or lead projects as assigned.

Required Qualifications

• Undergraduate degree in Finance or a business-related field.

• Enrolled or willing to pursue the CIPM and/or CFA designation.

• 1-3 years of asset management industry experience.

Preferred Qualifications

• Analytical and quantitative reasoning skills.

• Experience working in an environment where controls and daily deadlines are required.

• Familiar with systems such as SS&C Sylvan, FactSet, Bloomberg, MSCI, and Morningstar Direct.

• Familiar with investment accounting principles, performance measurement methodologies, risk statistics, and attribution models.

• Experience with data analytics and data visualization (Microsoft Power BI).

• Comfortable in learning new technologies and working in a changing environment.

• Ability to work effectively with others in a team environment with diverse approaches and thinking styles.

• Strong organizational and interpersonal skills

• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

When you join our team

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

Montreal, Quebec

Working Arrangement

混合式

Salary range is expected to be between

$59,700.00 CAD - $99,500.00 CAD

If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. 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. If you are applying for this role in the U.S., please contact [e-mail] for more information about U.S.-specific paid time off provisions.