Senior Performance Analyst

Manulife Financial; Montreal (administrative region); On-site; CAD 71,000 - 119,000; Full time

Job summary

Manulife Financial in Montreal, QC, is seeking a data analytics professional to develop and maintain performance analytics tools and illuminate insights for investment and client reporting. You will design and deliver Power BI solutions, build centralized SQL data capabilities for private markets, and drive automation including Bloomberg Port/Aladdin uploads.

The role requires a university degree in finance or math, fluent FR/EN communication, and strong SQL, Python, Excel modelling, and Power

Qualifications

• University degree in Finance, Mathematics, or related field.
• CFA candidacy or designation is considered an asset.
• Fully bilingual (French/English) for client support outside Quebec.
• Strong SQL, Excel modelling and Python; Power BI expertise preferred.
• Understanding of Private Assets and Fixed Income performance reporting.
• Ability to manage multiple projects and coordinate cross-functional work.
• Strong planning, communication and problem-solving skills; Copilot Studio is a plus.

Responsibilities

• Develop and maintain performance analytics tools, including the Senior Loan Sylvan performance IRR module using Python.
• Design, enhance, and deliver Power BI reporting solutions for Investment, Fund Valuation, Performance, and Client Reporting stakeholders.
• Build and support centralized SQL database capabilities for private markets data, including automation of Power BI report generation.
• Lead and coordinate automation initiatives, including the Bloomberg Port/Aladdin upload process, to improve efficiency and reduce manual effort.
• Support daily performance data validation and compliance processes to ensure accuracy, consistency, and timely reporting.

Skills

SQL

Python

Power BI

Excel modelling

Private assets

Fixed income

Project management

Cross-functional collab

Bilingual FR/EN

Education

Finance/Math degree

Job description

Responsibilities:

• Develop and maintain performance analytics tools, including the Senior Loan Sylvan performance IRR module using Python.


• Design, enhance, and deliver Power BI reporting solutions that provide meaningful insights for Investment, Fund Valuation, Performance, and Client Reporting stakeholders.


• Build and support centralized SQL database capabilities for private markets data, including automation of Power BI report generation.


• Lead and coordinate automation initiatives, including the Bloomberg Port/Aladdin upload process, to improve efficiency and reduce manual effort.


• Support daily performance data validation and compliance processes to ensure accuracy, consistency, and timely reporting.

Qualifications:

• University degree in Finance, Mathematics, or a related field; CFA candidacy or designation is considered an asset.


• Fully bilingual (French/English): The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.


• Strong technical skills, including SQL database knowledge, advanced Excel modelling, and experience with Python; Power BI expertise is preferred.


• Solid understanding of Private Assets and Fixed Income performance measurement, attribution, and related reporting processes.


• Proven ability to manage multiple projects, coordinate cross-functional work, and collaborate effectively with internal and external stakeholders.


• Strong planning, communication, collaboration, and problem-solving skills; familiarity with Copilot Studio is an asset.

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.

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、適用される法律およびマニュライフ/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

Montreal, Quebec

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between

$71,475.00 CAD - $119,125.00 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.