Sr Analyst, Global Portfolio Analytics

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

Job summary

A leading financial services provider is seeking a Senior Analyst in Toronto to enhance portfolio analytics. The role involves collaborating with investment teams, developing analytical tools and dashboards, and improving operational processes. Ideal for candidates with strong analytical skills and a background in finance or related fields.

Benefits

Health and dental benefits

Flexible working environment

Retirement savings plans with employer matching

Generous paid time off program

Employee assistance plans

Qualifications

• 3+ years of experience in portfolio analytics or investment management.
• Experience with various asset classes including equities, real estate, and private equity.
• Understanding of the investment process and related operations.

Responsibilities

• Support process improvements and automate portfolio analytics solutions.
• Create and analyze detailed performance reports for various business units.
• Collaborate with investment teams to implement strategies in portfolio management systems.

Skills

Analytical skills

Communication

Interpersonal skills

Attention to detail

Proactive work ethic

Education

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

Master’s degree or CFA designation

Tools

MS Power BI

VBA

SQL

Python

Job description

Job Description

We are seeking a Senior Analyst to join our Global Portfolio Analytics Group team. This role requires a unique 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 effectively solve problems related to the General Account decision support, portfolio management, trading, and workflow processes.

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

This role is ideal for a team player who is highly motivated and would like to participate in a variety of projects within the GA COO and learn more about the General Account Investments division. The successful candidate will have the opportunity to develop critical and transferable skills: quantitative, communication, systems, programming, and strategic thinking.

Key Responsibilities:

• Support process improvements, automation and workflow enhancements to streamline existing portfolio analytics solutions
• Support the development and implementation of new analytical tools and systems
• Create and analyze detailed portfolio and segment performance reports for various business units globally
• Work closely with various investment teams to analyze and monitor asset positions relative to the target benchmarks
• Collaborate with various GA groups to analyze and implement investment strategies in the in-house portfolio management systems
• Develop expertise in our proprietary in-house GA systems and assist with daily operational inquiries
• Work with the GPAG and IT teams to enhance the in-house tool features and implement improvements to existing processes
• Build and enhance analytics dashboards and reporting tools using MS Power BI, MS Fabric and MS Excel to support investment and business needs
• Work collaboratively with various GA stakeholders, building and leveraging relationships by understanding their issues and challenges
• Assist in additional projects and fulfill ad-hoc requests as required

Required Qualifications:

• Bachelor’s degree in finance, economics, computer science or a related field. A master’s degree or CFA designation is a plus
• Minimum of 3 years of experience in portfolio analytics, investment management, or a related field
• Understanding of the investment process and related operations of General Account Investments, including relevant constraints and objectives
• Experience and exposure to various asset classes - publics, real estate, private equity, infrastructure, private placements, commercial mortgages etc.
• Strong analytical skills with proficiency in financial modelling and data analysis
• Process and result-oriented with strong attention to detail
• Strong communication and interpersonal skills to deal with multiple stakeholders from different backgrounds at the same time
• Proactive and able to work both independently and collaboratively with team members
• Ability to multi-task, effectively prioritize, work under tight timelines and manage multiple stakeholders

Technical Skills Required:

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

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

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail] .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$71,925.00 CAD - $119,875.00 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. 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.