Senior Analyst, Fund Operations

Manulife; Waterloo; Hybrid; CAD 69,000 - 117,000; Full time

Job summary

An established industry player is seeking a Senior Analyst for Fund Operations to join a dynamic team. This role involves supporting funding and trading activities, enhancing operational efficiencies, and collaborating with stakeholders. The ideal candidate will have a strong financial background, excellent analytical skills, and the ability to multitask in a fast-paced environment. Join a forward-thinking company that prioritizes employee growth and well-being, offering a flexible work environment and a wide array of customizable benefits. This is an exciting opportunity to make a significant impact in the financial sector.

Benefits

Health Insurance

Dental Insurance

Mental Health Benefits

Vision Insurance

Disability Insurance

Life Insurance

Paid Time Off

Retirement Savings Plans

Employee Assistance Programs

Financial Education Resources

Qualifications

• 5+ years of relevant operations or business experience in the financial industry.
• Strong knowledge of information systems and ability to work effectively in teams.

Responsibilities

• Support various Canadian Wealth Business Funding and Trading activities.
• Analyze, research, and troubleshoot issues to develop options for management.

Skills

Analytical Skills

Problem-Solving Skills

Interpersonal Skills

Communication Skills

Attention to Detail

Initiative

Teamwork

Adaptability

Education

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Tools

Microsoft Office Suite

Job description

The Senior Analyst, Fund Operations will be part of a dynamic and knowledgeable team with a variety and distinct responsibilities ranging from Funding & Trading, Fund on Fund capital stock allocations, projects and system release enhancements. The successful candidate should have a good background and knowledge of operations fund lifecycle, including client transfer agent systems and process, accounting skills, and an ability to build relationships with the impacted stakeholders.

The primary responsibilities of the incumbent are to support various Canadian Wealth Business Funding and Trading activities, Fund Initiatives, and actively seeking operational efficiencies to support internal and external stakeholders.

Position Responsibilities:

• Perform / support VPA Application and Monitor/Review all input and output files including all controls to ensure Fund Operation functions, Funding and Trading are processed accurately within tight deadlines.
• Provide support on all day-to-day operational activities / tasks.
• Analysis, research and troubleshoot issues, develop options to be assessed by Management.
• Participate in Fund Initiatives and Projects that have impact to daily Fund Operations. Review/assess requests to ensure they are properly aligned to Project requirements.
• Assist in daily / weekly / monthly reviews and sign offs.
• Provide and answer inquiries from NAV Agents, Custodians and external / Internal stakeholders.
• Actively Work with Fund Operations, Support team to increase process efficiencies in all Admin functions.
• Evaluate, recommend and develop tools, practices and controls increase operational efficiency and quality of information.
• Provide timely information to auditors.
• Provide guidance and support to other team members to ensure timely and accurate delivery of daily trade instructions and funding.
• Ensure deadlines are consistently met.

Required Qualifications:

• Bachelor’s degree in accounting, Finance or Business administration with a minimum of five 5 years relevant operations or business experience in the financial industry.
• Strong knowledge of information systems and Microsoft Office suite.
• Ability to work effectively as part of a team and individually.
• Demonstrate initiative and take responsibility.
• Detail-oriented with a high level of accuracy.
• Excellent analytical and problem-solving skills.
• Ability to react quickly, adapt to changes and meet tight deadlines.
• Ability to multi-task in a fast-paced, deadline-driven environment.
• Strong communication and interpersonal skills.
• Identifies, implements and maintains controls to mitigate financial and operational risks.
• Can adequately represent the team at inter-departmental meetings, projects and process improvements brainstorming.
• Must be resourceful and a self-starter.
• Flexible start time. Should be able to start at 7:00am.

Preferred Qualifications:

• Must be controls oriented, experience with risk and controls assessment, an asset.
• Operational background or understanding of operational environment, an asset.
• Knowledge of the Manulife funds and products, Mutual Fund industry, or fund NAV calculation an asset.
• 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.

Primary Location: Montreal, Quebec

Working Arrangement: Hybrid

Salary range is expected to be between: $69,750.00 CAD - $116,250.00 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.