Client Reporting Analyst

Manulife; Montreal (administrative region); Hybrid; CAD 53,000 - 88,000; Full time

Job summary

Manulife is seeking a Client Reporting Analyst in Montreal to support Client Service Operations by preparing, validating, and delivering accurate client, management, audit, and financial reports. The role focuses on strong operational controls, risk identification, and documentation while collaborating with internal and external partners on deadlines and process improvements.

Ideal candidates have 2+ years of client servicing experience, and are fluent in both French and English to service

Qualifications

• 2+ years of client servicing experience.
• Bilingual in French and English is required to support clients from various jurisdictions outside of Quebec.

Responsibilities

• Coordinate, prepare, validate, and deliver client, management, audit and financial reports.
• Prioritize and manage multiple reporting deadlines with checklists and records.
• Perform reasonability analyses, explain variances, and support client and fund initiatives.
• Identify, report and help mitigate financial and operational control weaknesses.
• Participate in client servicing activities and process improvements.

Skills

French-English bilingual

Interpersonal communication

Verbal communication

Written communication

Attention to detail

Numerical accuracy

Analytical skills

Organizational skills

Multitasking

Team collaboration

Education

University degree in accounting/finance or related field

Canadian Securities Course (asset)

Tools

Microsoft Excel

Microsoft Word

Job description

The Client Reporting Analyst plays an important role in supporting Client Service Operations by preparing, validating, and delivering accurate client, management, audit, and financial reporting. This role contributes to strong operational controls by helping identify risks, maintain documentation, support systems access controls, and participate in process improvements. The successful candidate will collaborate with internal and external partners while managing multiple reporting deadlines with accuracy, professionalism, and attention to detail. This opportunity offers exposure to client servicing, investment-related operations, reporting processes, and ongoing business transformation initiatives.

Position Responsibilities

• Coordinate, prepare, validate, and deliver client reports, management reports, audit requests, statistical data, and other financial reports in a timely manner.
• Prioritize and manage multiple reporting deadlines while maintaining checklists, records, shared mailboxes, archive directories, and process documentation.
• Perform reasonability analyses, explain variances, and support client and fund initiatives such as fund openings, closings, rebalancing, and large withdrawals.
• Identify, report, and help mitigate financial and operational control weaknesses, while ensuring compliance with regulatory requirements and internal policies.
• Participate in client servicing activities, process improvements, business transformation efforts, investment systems testing, projects, cross-training, and collaboration with internal and external business partners.

Required Qualifications

• 2+ years of client servicing experience.
• Bilingual in French and English is required. The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.

Preferred Qualifications

• University degree in accounting, finance, or a relevant field is an asset.
• Canadian Securities Course is an asset.
• Experience working with derivatives products, futures, repos, and investment instruments such as bonds, stocks, short terms, and derivatives is an asset.
• Knowledge of Generally Accepted Accounting Principles (GAAP), the financial services industry, investment funds, and investment-related business is an asset.
• Strong interpersonal, verbal, and written communication skills, with strong numerical accuracy, analytical skills, attention to detail, organizational skills, and the ability to multitask, meet deadlines, work independently, and collaborate as a teammate.
• Thorough knowledge and experience using information systems, particularly Microsoft Office, including Excel and Word.

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.

The role being advertised is an existing vacancy.

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.

Referenced Salary Location

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$52,650.00 CAD - $87,750.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.