Senior analyst, global product governance reporting & analysis

Société Financière Manuvie; Toronto; Hybrid; CAD 86,000 - 156,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an experienced professional to join the Global Product Governance Team. The role requires strong investment product knowledge and at least 8 years in asset management. Responsibilities include coordinating governance meetings, developing forecasts, and managing reporting processes. The ideal candidate is detail-oriented, adaptable, and possesses strong analytical skills. This position offers a hybrid work environment and a competitive salary range from $86,250 to $155,250 CAD.

Benefits

Flexible work environment

Growth opportunities

Diversity and inclusion focus

Qualifications

• Minimum 8 years of working experience in Asset Management/Investment Fund industry.
• Experience in product management would be advantageous.
• University graduate degree in Finance, Business Administration or related field.

Responsibilities

• Coordinate agenda and materials for governance meetings.
• Develop monthly forecasts of seed capital.
• Collaborate with stakeholders to harmonize reporting processes.
• Manage reporting timelines and stakeholder communications.
• Project management for global strategic initiatives.

Skills

Understanding of investment products

Knowledge of regulatory environment

Reporting experience in asset management

Organizational skills

Analytical skills

Interpersonal skills

Adaptability

Team collaboration

Excel proficiency

Education

University graduate degree in Finance, Business Administration or related field

Tools

Morningstar Direct

eVestment

Job description

Overview

The Global Product Governance Team is responsible for designing and developing a streamlined Governance framework, approach, and operating model to support the needs of the Global Wealth and Asset Management (GWAM) business, partnering closely with all critical functions to achieve success.

Team Responsibilities

The team is responsible for

• Enhancing the design, oversight, and management of GWAM’s seed capital program
• Developing and harmonizing materials, implementation process, and global reporting frameworks, subject to any regulatory nuances and/or differences
• Delivering stakeholder centric experiences and work product
• Supporting and facilitating biweekly, monthly and quarterly meetings in support of Global Investment Product Committee and Seed Capital Committee

Reporting & Role

Reporting to the Director of Global Product Governance, this role is accountable for the timely and accurate production of reporting and harmonization of global reporting materials.

Responsibilities

• Coordinating agenda and materials for biweekly governance meetings and tracking outcomes and follow-up items
• Developing monthly forecasts of seed capital, reviewing submissions and assumptions and creating output to satisfy multiple stakeholders
• Quarterly performance and seed capital reporting on behalf of the global investment product team working within the product team to gather data and commentary
• Collaboration with the broader product team and with stakeholders to harmonize and automate the existing process & procedures, focusing on efficiency and scalability
• Governance of the process for reporting, including, capturing primary audience(s) of report, methodologies/rules for updating, consistency, data sourcing and controls, audit trails, and quality assurance
• Project management / proactive communication with impact and effectiveness; managing timelines with respect to key reporting deliverables, keeping stakeholders aligned with respect to both contributions and deliverables
• In addition, this role and the team will provide project management as it relates to global strategic initiatives, analysis to support product related / strategic initiatives and Management Information and Reporting

Key Areas of Accountability

• Analytics, Reporting, Project Management & Management Information (50%)
• Governance (30%)
• Relationship Management (20%)

Qualifications

• Strong understanding of investment products, including familiarity with various asset/fund types: equity, fixed income, property, cash and multi-asset and private markets
• Knowledge of regulatory environment of the above-mentioned product structures
• Strong reporting experience in asset management
• Excellent organizational and time management skills
• Strong analytical skills with proven ability to contribute to product related (mutual fund, UCITS, CIT, etc.) research
• Strong interpersonal and communication skills to deal with various internal and external parties
• Able to adapt to fast changing environment, organized and detailed-oriented.
• Operate inclusively with teams and across cultures
• University graduate degree in Finance, Business Administration or related field
• Minimum 8-years of working experience in Asset Management/Investment Fund industry, experience in product management would be advantageous
• Growth-mindset
• Strong Excel skills and proficiency in other investment industry standard data sources, such as Morningstar Direct and eVestment

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.

À propos de Manuvie et de John Hancock

La Société Financière Manuvie est un chef de file mondial des services financiers qui aide les gens à prendre leurs décisions plus facilement et à vivre mieux. Pour en apprendre plus à notre sujet, rendez vous à l’adresse www.manuvie.com.

Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi

Chez Manulife/John Hancock nous valorisons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir une main d'oeuvre qui est aussi diversifiée que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.

Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. C’est pourquoi un représentant des Ressources humaines collaborera avec les candidats qui demandent accommodement raisonnable pendant le recrutement.

All information stored compliance etc.

Région de référence du salaire

Toronto, Ontario

Modalités de travail

Hybride

L’échelle salariale devrait se situer entre

$86,250.00 CAD - $155,250.00 CAD

Si vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à [e-mail] pour obtenir l’échelle salariale correspondant à votre région…

…

Manuvie offre aux employés admissibles…

…