Retail Reporting Specialist

Manulife group; Northern (KY); Hybrid; USD 62,000 - 103,000; Full time

Job summary

Manulife Investment Management is hiring a Retail Reporting Specialist to complete DDQs for mutual funds, ETFs, and closed-end funds. You will support Retail Distribution by delivering accurate responses on time and collaborate with the Global Proposal Services team to align institutional product offerings.

Requirements include 2–4 years in financial services, strong communication, and robust project management along with data validation skills.

Qualifications

• 2–4 years of experience in financial services
• Excellent written and verbal communication with internal clients
• Proven ability to manage multiple projects and meet deadlines
• Strong organization and project management skills
• Strong analytical skills and data validation ability
• Ability to work with diverse teams and stakeholders
• Self-motivated with ownership mindset and ability to work independently
• Proficiency with Word, Excel, PowerPoint

Responsibilities

• Drive client retention by completing DDQs accurately and on time.
• Prepare and complete monthly, quarterly, annual, and ad hoc questionnaires.
• Coordinate all aspects of the DDQ production process to ensure quality.
• Research and validate responses using approved databases and sources.
• Partner with subject matter experts to source and confirm ad hoc responses.
• Support additional team projects as required

Skills

Written and verbal communication

Project management

Attention to detail

Multitasking

Data analysis

Collaboration

Independent work

Adobe proficiency

Education

Bachelor's degree in business/marketing/communications

Associate’s degree (preferred)

Tools

Adobe

Microsoft Office

Qvidian

Loopio

Job description

The Retail Reporting Specialist will complete cyclical due diligence questionnaires (DDQs) for products offered through John Hancock Investment Management, including mutual funds, ETFs, and closed-end funds. The role supports the Retail Distribution teams by delivering accurate, timely, and high-quality questionnaire responses. As a member of the Global Proposal Services team, the specialist will collaborate with colleagues who support the institutional product offerings of Manulife Investment Management. This position reports to the Director, Proposal Services, US & Asia. 100% work from home. Open to candidates in the United States and Canada.

Position Responsibilities:

• Drive client retention efforts by completing periodic DDQs accurately and on time.
• Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within established deadlines.
• Coordinate all aspects of the DDQ production process to ensure deliverables meet firm quality standards.
• Research and validate responses using approved databases and other identified sources.
• Partner with subject matter experts at various levels of the organization to source and confirm ad hoc responses.
• Support additional team projects as required.

Required Qualifications:

• Minimum of 2 to 4 years of related experience in the financial services industry.
• Highly effective written and verbal communication skills, with the ability to work effectively with various levels of management and internal clients.
• Proven ability to manage multiple concurrent projects, prioritize tasks, and consistently meet strict deadlines while producing high-quality work.
• Excellent organization and project management skills, with strong attention to detail.
• Strong analytical skills and the ability to identify inaccurate or inconsistent data.
• Ability to work effectively and respectfully with people who bring diverse skills, backgrounds, and experience.
• Self-motivated, with an entrepreneurial mindset, a strong sense of ownership, and the ability to work independently or collaboratively as needed.
• Proficiency with Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint.

Preferred Qualifications:

• Experience with retail or mutual fund reporting.
• Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field
• Experience using Qvidian or Loopio.

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.

Referenced Salary Location

米国,- マサチューセッツ州 フルタイムリモート

Working Arrangement

在宅勤務

Salary range is expected to be between

$61,875.00 USD - $103,125.00 USD

Know Your Rights

• Family & Medical Leave
• Employee Polygraph Protection
• Right to Work
• E-Verify

日本語の会社情報

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をご覧ください。

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。

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/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

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.