Analyst, Investment Performance & Analytics

Manulife; Toronto; Hybrid; CAD 61,000 - 103,000; Full time

Job summary

A leading financial services provider is looking for an entry-level Analyst to support investment performance analysis. This role requires a keen analytical mindset and offers professional growth in a dynamic environment. Candidates should hold a Finance degree and possess a passion for investment performance, risk, and analytics.

Benefits

Health and dental benefits

Generous paid time off

Retirement savings plans

Employee assistance plans

Qualifications

• 1-3 years of asset management industry experience.
• Comfortable learning new technologies in a changing environment.
• Experience with data analytics and data visualization.

Responsibilities

• Perform control checks and data reconciliation.
• Identify and resolve investment performance data breaks.
• Participate in projects as assigned.

Skills

Analytical reasoning

Quantitative skills

Attention to detail

Education

Undergraduate degree in Finance

Pursuing CIPM or CFA designation

Tools

Power BI

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.

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.

Requirements:

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

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

• 1-3 years of asset management industry experience.

• 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

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

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

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 [e-mail] .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$61,350.00 CAD - $102,250.00 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.