Senior Business Analyst Trust & Custody

Manulife John Hancock; EE. UU.; A distancia; USD 83.000 - 102.000; Jornada completa

Descripción de la vacante

Manulife John Hancock is seeking a Business Analyst for Trust Custody and Unitization within the U.S. Retirement business to shape a new operations ecosystem, integrating with a third‑party sub-custodian.

The role focuses on risk mitigation, process design, and training across people, processes and technology. You will work with cross‑functional partners to design processes, define KPIs, manage risks, and lead trust operations projects while ensuring alignment with business objectives and vendor

Formación

• Proven expertise in FIS OMNI (OmniTrade, OmniDC, OmniScript).
• Strong reconciliation skills for cash and securities.
• Experience with mutual fund operations and retirement/transfer agent record keeping.
• Excellent communication; ability to influence diverse teams and translate technical info into business value.
• Strategic thinking with ability to assess alternatives and act decisively.
• Strong vendor oversight and KPI definition/monitoring.

Responsabilidades

• Process design and improvement for cash reconciliation and transitional processes with clear ownership and controls.
• Act as SME for trust operations; develop training collateral and procedure documentation.
• Identify operational risks and develop mitigation strategies to ensure business continuity.
• Define and monitor KPIs to evaluate efficiency and vendor oversight; optimize processes.
• Lead trust operations projects with detailed project plans.
• Prepare and present regular status updates to management and partners.
• Gather and analyze business and technical requirements for platforms and systems.
• Ensure technology solutions align with business objectives with product and tech teams.

Conocimientos

FIS OMNI

SQL

Excel

PowerBI

Descripción del empleo

As we continue to look for new solutions to improve our trust, custody and unitization capabilities our business is focused on reaching our bold ambition while we help people around the world save and invest so they can confidently achieve their retirement goals.

This role represents an opportunity to be at the forefront of transformation, innovation, and service excellence for our U.S. Retirement business within the Global Wealth and Asset Management (GWAM) segment. The Business Analyst - Trust Custody and Unitization will help to shape a new trust operations ecosystem including complementary tenets of people, process and technology as we integrate with a third‑party sub‑custodian.

We require a background and experience in mutual fund operations, process design, risk mitigation and a proven ability to work closely with various partners, and a strong desire to learn what is needed to properly support the business for the future.

Position Responsibilities:

• Process Design and Improvement: Design and strengthen the operating model for cash reconciliation and transitional processes, embedding rigorous controls, clear ownership, escalation paths, and sustainable procedures to minimize operational risk and ensure effective execution.
• Training and Procedures: Act as subject matter expert (SME) for trust operations including establishment of training collateral and procedure documentation. Work closely with the learning and development team to deliver training.
• Risk Management: Conduct thorough analysis to identify potential risks in operational processes and develop strategies to mitigate these risks, ensuring business continuity.
• Performance Measurement: Define and monitor KPIs to evaluate operational efficiency and vendor oversight. Continuously optimize processes to improve efficiency and effectiveness.
• Projects: Serve as lead on various trust operations projects, assisting in development of detailed project plan.
• Reporting: Prepare and present regular updates and status reports to management and partners.
• Additional Responsibilities: Perform other duties as assigned.
• Requirements Gathering & Analysis: Eliciting and documenting business and technical requirements for the team's platforms and systems.
• Strategic alignment: Ensure tech solutions align with business objectives, working with product management and tech teams.

Required Qualifications:

• Proven expertise in FIS OMNI (OmniTrade, OmniDC, OmniScript), SQL, Excel and PowerBI tools.
• Solid understanding of mutual fund operations, and or retirement and or transfer agent record keeping.
• Strong reconciliation skills, cash and securities.
• Excellent communication and facilitation skills; able to influence diverse teams and translate technical information into business value.
• Ability to think strategically, assess alternatives for short- and long-term impacts and act decisively.
• Strong influencing skills with ability to make sound recommendations.

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.

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

USA, Massachusetts - Full Time Remote

Working Arrangement

Remote

Salary range is expected to be between $92,475.00 USD