As an Onboarding Analyst in the Private Markets Operations team, you will oversee asset onboarding and product lifecycle events for various products, including infrastructure, real estate, private equity, and more. You will collaborate with cross-functional teams such as product, front office, legal, tax, and compliance, while working closely with NAV/fund accounting, regulatory reporting, and AML/KYC teams. Your responsibilities include ensuring efficient onboarding of new launches, timely setup of Fund Admin vendors, and operational readiness of custodians/bank accounts. Day-to-day tasks involve planning new launches with the product team, developing operating models with Operations and vendors, drafting fund contracts, negotiating vendor fees, establishing accounting practices, and implementing technology solutions.

Position Responsibilities:

Ability to coach and train entry-level onboarding analysts.

Ability to apply sound judgment to identify issues, assess risks, and identify items requiring escalation.

Build and maintain relationships with key internal investment stakeholders, such as operations, compliance, legal, tax, and product, as well as external third-party vendors.

Strong attention to detail with the ability to manage multiple tasks simultaneously

Contributes to the continuous improvement of business process

Support vendor management 

Facilitate department procedures such as Disaster Recovery, Business Continuity program, Business Unit Records Coordination, and Privacy deliverables.

Collaborate with stakeholders in the department to ensure the integrity of processing and workflow in support of these onboarding projects.

Manage the document and procedure library, ensuring procedures and job aids are accurate and current. 

Troubleshoot and/or assist in problem resolution of complex issues

Serve as lead and/or liaison for departmental and cross-departmental projects and participate in collaborative initiatives.  

Facilitate problem-solving and remedial action by collaborating with internal stakeholders.

Required Qualifications:

3-5 years in Alternative Investment Funds, Real Estate /Private Equity Funds, Private Investment Experience

Detail-oriented individual, highly organized and prioritized skills due to the different deadlines and priorities

Previous experience in onboarding or financial services industries

Ability to work effectively within a matrixed, geographically dispersed team and leverage knowledge across the organization

Ability to effectively communicate to varying audiences ranging from executives to front-line employees

Ability to thrive, adapt, and lead in a fast-paced and ever-changing environment

Highly developed influencing and negotiating skills

Outstanding ability to break down complex cases, recommend and implement a solution

Sound knowledge of emerging technology and business trend

Strong verbal and written communication skills and interpersonal skills needed to build relationships and communicate with internal stakeholders and customers effectively

Excellent customer focus and commitment to quality

Ability to act with integrity and independence

Proficiency with Microsoft Office Suite

Proven organization, time management, and presentation skills

Project management skills and agile knowledge

Disciplined and able to carry out assigned responsibilities with minimal supervision

Propensity to understand and mitigate risk

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

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

#LI-JH

#LI-WAM

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

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$71,550.00 USD - $119,250.00 USD

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/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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)