Senior Performance Analyst — Private Markets Data

Manulife Financial; Montreal; Hybrid; CAD 71,000 - 119,000; Full time

Benefits offered by this job

Incentive programs

Hybrid working arrangement

Job summary

Manulife Financial Corporation is seeking a skilled analytics professional in Montreal to develop and maintain performance analytics tools and Power BI reports supporting investment and client reporting teams.

The role emphasizes SQL database management, Python development, and automation of report generation in a hybrid work setting. Strong bilingual communication and CFA asset are valued.

Qualifications

• University degree in Finance, Mathematics, or a related field; CFA candidacy or designation is considered an asset.
• Fully bilingual (French/English): communicate in English and French to support clients outside Quebec.
• Strong technical skills: SQL, Excel modelling, Python; Power BI expertise preferred.
• Solid understanding of Private Assets and Fixed Income performance measurement, attribution, and reporting.

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 automation initiatives, including Bloomberg Port/Aladdin uploads, to improve efficiency and reduce manual effort.
• Support daily performance data validation and compliance processes for accuracy and timely reporting.

Skills

Bilingual French/English

Stakeholder communication

Cross-functional coordination

Problem solving

Education

Finance/Mathematics degree

CFA candidacy asset

Tools

SQL

Python

Power BI

Excel modelling

Job description

Manulife Financial Corporation is seeking a skilled analytics professional in Montreal to develop and maintain performance analytics tools and Power BI reports supporting investment and client reporting teams.

The role emphasizes SQL database management, Python development, and automation of report generation in a hybrid work setting. Strong bilingual communication and CFA asset are valued.