Global Client Reporting Analyst

Manulife Financial; Philippines; Hybrid; PHP 480,000 - 720,000; Full time

Job summary

Manulife Financial Philippines is seeking a Global Client Reporting Analyst to prepare Fund Factsheets and Investment Management Reports across Asia. You will gather, validate and consolidate data from multiple groups, ensuring accuracy and timely delivery for internal and external clients.

The role requires strong attention to detail, solid time management and the ability to work independently in a hybrid setup (3 days onsite in Quezon City).

Qualifications

• A graduate of any Bachelor’s degree in Financial related courses (Accounting, Business Management, Finance, etc)
• A minimum of 2 year relevant work experience.
• Amenable to work on a morning shift schedule (8am to 5pm) and on a hybrid work arrangement of 3x a week onsite reporting (Quezon City)
• Knowledge in securities and investments is advantage
• Strong communication skills
• Candidate must have good organizational and time management skills with the ability to be and to work independently and meet tight deadlines.
• Candidate must demonstrate problem solving skills.
• Keen to details that can able to identify issues on data and formatting/presentation
• Client focused with the ability to prioritize responsibilities.

Responsibilities

• Perform end to end preparation and full quality checking of Fund Factsheet across Asia region.
• Prepare the periodic Investment Management Report for Institutional Clients managed by Manulife Investment Management.
• Prepare complex custom or tailor reports per request by clients or business unit.
• Coordinate with various internal and external teams to ensure all data is collated, checked and presented per internal SLAs to meet client reporting deadlines.
• Identify and escalation possible issues in data accuracy and presentation of client report.
• Assist process and data improvement projects.
• Respond to inquiries, on both a recurring and ad hoc basis related to client reporting.

Skills

Attention to detail

Communication skills

Time management

Problem solving

Independent worker

Education

Bachelor’s degree in finance or accounting

Job description

The Global Client Reporting Analyst performs under supervision client report production on a timely, complete and accurate manner for both internal and external clients. This includes preparation of periodic client reports and factsheet through gathering, validating and consolidating various source data from different groups across all regions. The global client reporting analyst must demonstrate a commitment to extraordinary attention to detail, an exceptional work ethic and positive attitude.

Position Responsibilities:

• Perform end to end preparation and full quality checking of Fund Factsheet across Asia region.
• Prepare the periodic Investment Management Report for Institutional Clients managed by Manulife Investment Management.
• Prepare complex custom or tailor reports per request by clients or business unit.
• Coordinate with various internal and external teams to ensure all data is collated, checked and presented per internal SLAs to meet client reporting deadlines.
• Identify and escalation possible issues in data accuracy and presentation of client report.
• Assist process and data improvement projects.
• Respond to inquiries, on both a recurring and ad hoc basis related to client reporting.

Job Requirements:

• A graduate of any Bachelor’s degree in Financial related courses (Accounting, Business Management, Finance, etc)
• A minimum of 2 year relevant work experience.
• Amenable to work on a morning shift schedule (8am to 5pm) and on a hybrid work arrangement of 3x a week onsite reporting (Quezon City)
• Knowledge in securities and investments is advantage
• Strong communication skills
• Candidate must have good organizational and time management skills with the ability to be and to work independently and meet tight deadlines.
• Candidate must demonstrate problem solving skills.
• Keen to details that can able to identify issues on data and formatting/presentation
• Client focused with the ability to prioritize responsibilities.

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].

Working Arrangement

Hybrid