Portfolio Oversight & Reporting Analyst

Manulife Financial; Waterloo; On-site; CAD 71,000 - 118,000; Full time

Job summary

Manulife Financial is seeking a portfolio reporting professional to enhance visibility into portfolio health and outcomes. You will partner with the delivery organization, collect diverse portfolio metadata, and ensure timely, accurate artifacts and reporting across tools such as GIA.

You will influence annual planning, collaborate with Finance, manage deliverable schedules, and serve as the primary contact for Segment tools, while developing ad-hoc analyses as requested.

Qualifications

• Effective conceptual, diagnostic, analytical and problem-solving skills.
• Well-developed planning and project management skills.
• Strong business, strategic, critical, and analytical thinking.
• Extremely detail-oriented, self-starter, deadline-driven.
• Strong communication skills, both verbal and written, with varying audiences in a matrixed environment.
• Receptive and adaptive to an evolving, fast-paced environment.
• Excellent writing, proofreading and content analysis skills.
• Demonstrated success in effective project delivery within a large organization.
• Ability to partner and collaborate for win-win solutions.

Responsibilities

• Reporting on the bank portfolio including ART spend and portfolio health, identifying trends, accomplishments, and risks at a macro level.
• Collecting and analyzing high volumes of diverse portfolio metadata to support cataloguing and linking outcomes against key results.
• Ensuring project artifacts and reporting are completed correctly and on time in all applicable reports and tools (e.g. GIA).
• Supporting the annual planning process including recommending how to optimize delivery and organize work hypotheses.
• Owning the schedule of deliverables and artifacts for annual planning and DOA requirements.
• Collaborating with the Finance team to ensure portfolio aligns with financial planning.
• Being primary point of contact for Segment tools (e.g. GIA, Viva Goals, Planview).
• Developing ad-hoc reporting and analysis as requested.
• Have an understanding of delivery excellence including the necessary governance procedures and approvals in alignment with Manulife standards and the Outcome Delivery Framework.
• Structure problems, analyze data and present complex findings in a clear, concise, and decision-driven manner.
• Build relationships across the bank business and with our Segment partners.
• Provide an unbiased view of reporting.

Skills

Analytical skills

Planning & PM

Strategic thinking

Detail-oriented

Communication skills

Adaptability

Writing & proofreading

Project delivery

Collaboration

Job description

Position Responsibilities

What you’ll do

Ensure proper visibility on portfolio health in partnership with the delivery organization to drive expected outcomes by:

• Reporting on the bank portfolio including, but not limited to, ART (Agile Release Train) spend and portfolio health including identifying trends, accomplishments, and risks at a macro level.
• Collecting and analyzing high volumes of diverse portfolio metadata to support cataloguing and linking outcomes against key results.
• Ensuring project artifacts and reporting are completed correctly and on time in all applicable reports and tools (e.g. GIA).
• Supporting the annual planning process including recommending how to optimize delivery and organize work hypotheses based on the outcomes the business would like to achieve.
• Owning the schedule of deliverables and artifacts for annual planning and DOA requirements.
• Collaborating with the Finance team to ensure that the portfolio aligns with financial planning for the business.
• Being primary point of contact for Segment tools (e.g. GIA, Viva Goals, Planview, etc.).
• Developing ad-hoc reporting and analysis as requested.

How you’ll do it

• Have an understanding of delivery excellence including the necessary governance procedures and approvals in alignment with Manulife standards and the Outcome Delivery Framework.
• Structure problems, analyze data and present complex findings in a clear, concise, and decision-driven manner.
• Build relationships across the bank business and with our Segment partners.
• Provide an unbiased view of reporting.

Required Qualifications

• Effective conceptual, diagnostic, analytical and problem-solving skills.
• Well-developed planning and project management skills.
• Strong business, strategic, critical, and analytical thinking.
• Extremely detail-oriented, self-starter, deadline-driven.
• Strong communication skills, both verbal and written, with varying audiences in a matrixed environment.
• Receptive and adaptive to an evolving, fast-paced environment.
• Excellent writing, proofreading and content analysis skills.
• Demonstrated success in effective project delivery withing a large organization.
• Ability to partner and collaborate for win-win solutions.

Preferred Qualifications

• 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.

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.

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

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$70,500.00 CAD - $117,500.00 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.