Montreal, Quebec, Canada
1 day ago
Senior Transaction Management Analyst

Reporting to the Manager of Transaction Management team, the Senior Transactions Management Analyst is responsible for ensuring the timely and accurate processing of North American and International securities investment transactions and other related trade life cycle events in the internal investment book of record. This role also involves providing daily direction and workflow distribution to staff, as well as resolving transactional issues promptly. Additionally, the analyst is expected to support various central initiatives and special projects within Investment Accounting Operations.

Position Responsibilities:

Oversee the timely, accurate, and complete processing of North American and International investment transactions for General Accounts into the investment book of record.

Lead or assist in resolving transaction processing issues, collaborating with Portfolio Managers, International and Third Party Investment Offices, Investment Systems teams, and other business divisions.

Ensure data integrity and generate accurate forecasts and accounting for investments, including fixed income, equities, money market, asset-backed, interest-only, and private placements.

Collaborate with Portfolio Managers, International and Third Party Investment Offices, and other business divisions to develop new procedures and controls, establish processing standards, and maintain data integrity.

Work closely with the General Account Operations Support Team and other teams to implement new initiatives affecting securities operations, including process documentation, training, execution, and coordination with internal/external clients.

Identify areas for improvement through analysis and develop enhanced workflows to increase operational efficiency.

Adhere to established SOX documentation and controls, ensuring all daily tasks and associated risks/controls are followed and reviewed as per team procedures.

Assist the Manager of Transaction Management team with staff development activities, including training, coaching, motivating, and performance assessment.

Required Qualifications:

University degree in business, finance, accounting or mathematics. A professional designation such as CPA or CFA is considered an asset.

At least 5 years of relevant experience in a back-office environment, with a focus on securities processing.

Experience in people management is an asset.

Preferred Qualifications:

Work experience with Life Insurance Operational General Accounting processes is an asset, including excellent knowledge and current understanding of securities instruments, settlements, foreign exchange, banking processes, investment accounting principles, and related systems/processes.

Solid understanding of investment accounting principles is preferred

Well-organized and able to meet tight deadlines with accuracy and attention to detail, while adapting quickly to changing priorities.

Strong conceptual, diagnostic, analytical, and problem-solving skills, with the ability to exercise flexibility and judgment.

Good interpersonal and communication skills, with the ability to handle diverse client interactions using a service-oriented approach.

Successful completion or enrolment of the Canadian Securities Course or equivalent is an asset

Knowledge of Bloomberg system as a trading tool and an information provider is an asset

Demonstrated initiative and strong teamwork skills.

Intermediate MS Office Suite knowledge most especially MS Excel and MS Word.

Bilingual (French & English) is required - The successful candidate will be required to communicate in English and French 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 distributed team, we’ll support you in shaping the future you want to see.

#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

Montreal, Quebec

Working Arrangement

Hybrid

Salary range is expected to be between

$69,750.00 CAD - $116,250.00 CAD

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.

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