Sr Analyst, Global Portfolio Analytics

Manulife; Toronto; Hybrid; CAD 71,000 - 120,000; Full time

Job summary

A leading company in financial services seeks a Senior Analyst for their Global Portfolio Analytics team in Toronto. This role involves optimizing portfolio performance through data-driven decision-making, enhancing reporting tools, and collaborating with investment teams. Candidates should have a background in finance or a related field, with strong analytical skills and proficiency in tools such as MS Power BI and SQL.

Qualifications

• Minimum of 3 years of experience in portfolio analytics or investment management.
• Understanding of investment processes and General Account Investments.
• Ability to multi-task and prioritize effectively under tight deadlines.

Responsibilities

• Support process improvements and workflow enhancements for portfolio analytics solutions.
• Create and analyze detailed portfolio performance reports.
• Collaborate with investment teams for asset analysis relative to benchmarks.

Skills

Analytical skills

Communication

Detail-oriented

Proactive

Interpersonal skills

Education

Bachelor’s degree in finance, economics, computer science, or related field

Master’s degree or CFA

Tools

VBA

SQL

Python

MS Power BI

Portfolio management tools (e.g., Bloomberg, FactSet)

Job description

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Job Description

We are seeking a Senior Analyst to join our Global Portfolio Analytics Group team. This role requires a blend of business acumen and technical expertise to drive data-driven decision-making and optimize portfolio performance across global investment teams.

As part of the General Account Chief Operating Office (GA COO), the Global Portfolio Analytics Group (GPAG) combines business knowledge and analytical skills to support decision-making, portfolio management, trading, and workflow processes related to the General Account.

GA COO is responsible for setting and executing GA's non-investment decision strategies and operations, ensuring a consistent and efficient approach to shared operational activities.

This role is ideal for a team player who is highly motivated and interested in participating in various projects within the GA COO. The successful candidate will develop skills in quantitative analysis, communication, systems, programming, and strategic thinking.

Key Responsibilities

• Support process improvements, automation, and workflow enhancements to streamline portfolio analytics solutions.
• Support the development and implementation of new analytical tools and systems.
• Create and analyze detailed portfolio and segment performance reports for global business units.
• Collaborate with investment teams to analyze asset positions relative to benchmarks.
• Work with GA groups to analyze and implement investment strategies in in-house systems.
• Develop expertise in proprietary GA systems and assist with operational inquiries.
• Enhance analytics dashboards and reporting tools using MS Power BI, MS Fabric, and MS Excel.
• Build relationships with GA stakeholders to understand their issues and challenges.
• Assist in additional projects and ad-hoc requests.

Required Qualifications

• Bachelor’s degree in finance, economics, computer science, or related field; Master’s degree or CFA is a plus.
• Minimum of 3 years of experience in portfolio analytics, investment management, or related fields.
• Understanding of investment processes and operations of General Account Investments.
• Experience with various asset classes such as public markets, real estate, private equity, etc.
• Strong analytical skills with proficiency in financial modeling and data analysis.
• Detail-oriented and results-driven.
• Excellent communication and interpersonal skills.
• Proactive with the ability to work independently and collaboratively.
• Ability to multi-task and prioritize effectively under tight deadlines.

Technical Skills Required

• Proficiency in portfolio management tools (e.g., Bloomberg, FactSet, Morningstar Direct, Aladdin, Charles River).
• Proficiency in MS Power BI for data visualization and reporting.
• Advanced VBA skills for automation.
• Strong SQL skills for database management.
• Experience with Python for data analysis and scripting.

Additional Information

We offer a flexible, inclusive environment supporting professional growth. The role is based in Toronto, Ontario, with a hybrid work arrangement. Salary range: CAD 71,925 - CAD 119,875. Manulife is committed to diversity and equal opportunity employment.