Analyst, Investment Platform Management

Analyst, Investment Platform Management (Canada Retirement)

The Opportunity:

At Manulife, we are committed to helping Canadians achieve a better retirement. Our Canada Retirement division serves plan sponsors, members, and market sources across the group retirement business. We strive to deliver exceptional investment solutions and services that meet the evolving needs of our clients.

Join our Canada Retirement Investment Platform Management team, where you will play a crucial role in managing our investment platform and addressing the investment needs of our clients and market sources. Your contributions will be integral to our success and the positive experiences of our clients.

Position Responsibilities:

• Develop and maintain essential client and business unit investment materials, including performance reports, fund factsheets, portfolio holdings, investment analytics, and ad-hoc reports.

• Manage the large transaction process, collaborating with asset managers and operations teams to minimize risks and meet client objectives. Investigate and escalate issues as needed.

• Analyze and resolve investment-related inquiries from key stakeholders, including Client Relations, Sales, Investment Directors, and market sources like Consultants and Advisors.

• Act as a key contributor of fulfilling content quality requirements by undertaking quality-control process.

• Support key client initiatives through data gathering, organization and research.

• Collaborate with business partners to create investment product analytics materials to that aid plan sponsors, consultants, and advisors.

• Coordinate with asset managers and Global Manager Research team for periodic updates and commentaries.

• Work with third-party vendors to ensure data integrity and continuously enhance content.

• Identify and implement process improvements to reduce risks and boost operational efficiency.

Qualifications:

• Undergraduate degree in investment or related field

• 1-4 years working experience in financial services. Investment or pension industry preferred.

• Strong interest and knowledge in investment products and financial markets

• Pursuing relevant financial professional designations (e.g., CFA, CAIA, CIM, CSC) is an asset

• Strong technical PC skills, particularly with Microsoft Excel

• Experience with databases is an asset but not required

• Knowledge of investment analytics tools (e.g. Morningstar, Refinitiv, etc.) is advantageous but not required

Competencies:

• Exceptional attention to detail, patience, and consistency

• Eagerness to learn and improve continuously

• Strong analytical and technical skills

• Ability to manage and prioritize multiple initiatives and deliverables effectively

• Responsive and proactive work ethic

• Strong communication skills and proven success in team collaboration

• Experience with Microsoft Access and VBA is beneficial but not mandatory

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 recruitment@manulife.com.

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.