Manulife is seeking a highly motivated and experienced Performance Analyst to join our team. In this role, you will be responsible for responding to investment-related inquiries, providing analytical data, and investment fund reporting. You will conduct research and data analytics to support the management of the investment platform and contribute to improved business outcomes through information-enabled decision-making.
Essential Responsibilities:
Individual Responsibilities:
Support Sales:Analyze global fund performance and attributions to support sales.Respond to inquiries and provide strategic positioning points regarding product investment platforms and competitor investment strategies.Explain complex investment and financial concepts in an easily digestible manner.Research and Analysis:Perform research and analysis on investments, product features, and industry trends.Conduct data analytics to support investment platform management, investment marketing materials, and business intelligence.Interface with internal teams to manage inquiries related to investment fund information.Execute process improvement initiatives across fund information and reporting activities.Fund Information Support:Support internal teams who use fund information with subject matter expertise.Job Requirements:
Experience and Education:3-5 years of relevant investment experience.Bachelor's degree required with progress towards CFA and/or MBA.Skills and Competencies:Ability to understand advanced investment theories and articulate them in an understandable manner to non-investment professional clients.Strong analytical skills and attention to detail.Excellent organizational, interpersonal, verbal, and written communication skills.Good technical skills, including proficiency in Microsoft Excel.Preference for candidates with experience using Morningstar Direct, FI360, RPAG, etc.Good understanding of SQL databases and familiarity with Power BI is preferred.Proficiency in Python is preferred.Decision Authorities:
Operational Decision-Making:Day-to-day operational decision-making authority.Managing projects and major deliverables.Decisions at this position are made using judgment based on skills and knowledge already developed.Working Conditions:
Equal Opportunity Employer:Manulife is an equal opportunity employer - AA/F/M/D/V.Hybrid work arrangement: 3 days working in office weekly at Montreal office.Additional Responsibilities:
Private Markets Investment Analytics & Delivery:Support the Investment, Fund Valuation, Performance, and Client Reporting processes for Institutional Accounts globally.Take initiatives in creating and upgrading Power BI report templates to deliver meaningful insights to key stakeholders.Design and build centralized SQL/Access database for private markets data to automate the Power BI reports generation process.Maintain and deliver existing Power BI reports for private markets products.Engage in Sylvan performance module tests and prepare results.Assist in verification of GIPS data and compliance processes.Implement automation and data input processes for IRR calculation on Sylvan.Knowledge/Skills/Competencies/Education:
Education:University education with a background in Finance or Mathematics.CFA candidate or charter holder preferred.Technical Skills:Strong Excel spreadsheet and modeling capacity.Good understanding of SQL databases and familiarity with Power BI.Proficiency in Python is preferred.Industry Knowledge:Knowledge of private asset classes and fixed income performance measurement and attribution.Project Management:Ability to manage multiple projects and coordinate work among internal and external departments.Communication and Collaboration:Strong planning, communication, collaboration, and conflict management skills.What Can We Offer You?
Compensation:A competitive salary and benefits package.Career Growth:A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.A focus on growing your career path with us.Work-Life Balance:Flexible work policies and a strong work-life balance.Professional Development:Professional development and leadership opportunities.Our Commitment to You:
Values-First Culture:We lead with our Values every day and bring them to life together.Boundless Opportunity:We create opportunities to learn and grow at every stage of your career.Continuous Innovation:We invite you to help redefine the future of financial services.Diversity, Equity, and Inclusion:We foster an inclusive workplace where everyone thrives.Corporate Citizenship:We build a business that benefits all stakeholders and has a positive social and environmental impact.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.
Primary Location
CAN, Quebec, Montreal, 900 Boulevard de Maisonneuve OuestWorking Arrangement
HybridSalary range is expected to be between
$57,000.00 CAD - $95,000.00 CADIf 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.