FATCA & HRC Analyst

Manulife Financial; Southwestern Ontario; Hybrid; CAD 52,000 - 87,000; Full time

Benefits offered by this job

Hybrid work

Job summary

Manulife Financial is seeking a FATCA & CRS Analyst to support regulatory compliance, reporting readiness, and process improvements across Compliance, Operations, and Technology teams. The role emphasizes accurate client tax classifications and remediation of reporting gaps in a hybrid Canada-based environment.

The analyst will review control reports, perform remediation, manage outreach for self-certifications, and participate in automation initiatives to strengthen controls and efficiency.

Qualifications

• Strong analytical and problem-solving abilities with attention to detail.
• Ability to learn new systems quickly and adapt to changing processes.
• Proven track record of identifying process improvements and implementing solutions.
• Excellent stakeholder management and communication across teams.
• Experience handling high-volume workload with quality and efficiency.

Responsibilities

• Analyze and action FATCA and CRS control reports weekly, monthly, quarterly, and annually.
• Review change-in-circumstance, status change, and pending-status reports for remediation needs.
• Complete remediation for existing accounts, threshold-based monitoring, and high-risk client requirements.
• Manage client outreach and documentation for FATCA/CRS self-certifications.
• Support annual FATCA/CRS reporting readiness and regulatory filing requirements.
• Provide guidance on FATCA/CRS operational requirements and controls.

Skills

Analytical skills

Process improvement

Stakeholder management

Communication

Problem solving

Education

College diploma

Tools

Excel

Power BI

Job description

The FATCA & HRC Analyst is responsible for supporting the ongoing administration, monitoring, and operational execution of regulatory requirements related to the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS). The role ensures accurate client tax status classification, timely remediation of reporting exceptions, adherence to regulatory controls, and readiness for annual reporting obligations. Working closely with Compliance, Operations, Technology teams, and business partners, the analyst will contribute to a strong control environment while identifying opportunities to streamline processes and improve operational efficiency.

Position Responsibilities:

• Analyze and action FATCA and CRS control reports on a weekly, monthly, quarterly, and annual basis.
• Perform reviews of change-in-circumstance, status change, and pending-status reports to identify remediation requirements.
• Complete remediation activities for pre-existing account reviews, threshold-based monitoring, and high-risk client requirements.
• Manage client outreach and follow-up activities related to FATCA and CRS self-certifications and supporting documentation.
• Support annual FATCA and CRS reporting readiness activities and regulatory filing requirements.
• Provide guidance and support regarding FATCA and CRS operational requirements.
• Participate in cross-functional discussions related to regulatory changes, testing, and audit activities.
• Identify opportunities to improve efficiency, reduce manual effort, and strengthen controls.
• Participate in automation, digital transformation, and process improvement initiatives.
• Assist in maintaining procedures, playbooks, job aids, and training materials.

Required Qualifications:

• Ability to quickly learn and adapt to new systems, technologies, and business processes.
• Demonstrated ability to identify process improvement opportunities and implement solutions that enhance efficiency, quality, and client outcomes.
• Strong organizational, analytical, and problem-solving skills, with the ability to prioritize competing demands and manage a high-volume workload.
• Consistently meets or exceeds productivity, quality, and service standards while maintaining attention to detail.
• Proven adaptability and resilience in a fast-paced, evolving environment.
• Ability to work independently, exercise sound judgment, and take initiative with minimal supervision.
• Strong relationship-building, communication, and stakeholder management skills that support collaboration across teams.

Preferred Qualifications:

• Experience with Excel, Power BI, and a strong aptitude for learning new technologies, automation tools, and digital solutions.
• Proven ability to identify, implement, and support process improvements that enhance efficiency, reduce risk, and improve client outcomes.
• Strong analytical, problem-solving, and decision-making skills with a continuous improvement mindset.
• Ability to work independently, manage competing priorities, and adapt quickly in a dynamic environment.
• Excellent communication, collaboration, and stakeholder management skills.
• Knowledge of FATCA, CRS, and High-Risk Clients is an asset.
• College diploma or equivalent combination of education and relevant work experience.
• 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.

#LI-HYBRID

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/lをご覧ください。

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律に及びマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、 [e-mail] までご連絡をお願いします。

Referenced Salary Location

CAN, Ontario, Waterloo, 500 King Street North

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 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.