Manulife
Financial Services
Analyst,PortfolioManagement
Neural analysis suggests this role is
optimal for Entry candidates.
“Analyst, Portfolio Management at Manulife. Skills: Portfolio Management Platform Maintenance, Data Accuracy and Organization, Issue Investigation and Resolution, Procedural Documentation, User Support. Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform. Help ensure the platform remains accurate, organized, and ready for advisors to use when building models, opening accounts, rebalancing portfolios, and generating trades”
Industry & Context.
analytical and problem-solving skills; Comfortable working with large amounts of data and identifying inconsistencies; Investigate/resolve data issues, missing information, or inconsistencies
What They're Looking For.
Must Have
1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role, interest in portfolio management, investment operations, and financial markets, Detail-oriented and highly organized, with the ability to manage multiple priorities, analytical and problem-solving skills, Comfortable working with large amounts of data and identifying inconsistencies, Excel experience with formulas, pivot tables, lookups, and data validation, written and verbal communication skills, Ability to create clear documentation and explain processes to others, Self-starter who is comfortable working independently but also enjoys supporting a broader team
Nice to Have
Experience supporting a portfolio management, rebalancing, or trading platform, Familiarity with concepts such as model portfolios, rebalancing, asset allocation, and household reporting, Familiarity with Excel VBA, process automation, or workflow documentation, Progress toward or interest in a CFA, CIM, CSC, or similar designation
What You'll Do.
Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform
Help ensure the platform remains accurate
and ready for advisors to use when building models
rebalancing portfolios
and generating trades
Maintain and update portfolio management system data and settings
Assist with the creation
and maintenance of account linkages to the custody system
Monitor the platform for data issues
or inconsistencies and investigate/resolve them
Support ongoing maintenance of households and investment groups
Identify and escalate issues related to security data
or trading restrictions
Assist with the testing of new functionality
Maintain procedural documentation and training materials for the platform
Help prepare screenshots
and step-by-step instructions for portfolio managers and support staff
Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
Participate in special projects related to process improvement
and operational efficiency
How You'll Work.
Team & Collaboration
Enjoys supporting a broader team; Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
Communication Scope
Written communication skills; Verbal communication skills; Ability to create clear documentation; Ability to explain processes to others
Process & Methodology
Participate in special projects related to process improvement, workflow design, and operational efficiency
Full Job Description
Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform used by registered portfolio managers. Help ensure the platform remains accurate, organized, and ready for advisors to use when building models, opening accounts, rebalancing portfolios, and generating trades. The platform is complex and learning it deeply is a core part of the role. **Position Responsibilities:** * Maintain and update portfolio management system data and settings * Assist with the creation, review, and maintenance of account linkages to the custody system * Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them * Support ongoing maintenance of households and investment groups * Identify and escalate issues related to security data, account holdings, or trading restrictions * Assist with the testing of new functionality, enhancements, and system upgrades * Maintain procedural documentation and training materials for the platform * Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff * Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality * Participate in special projects related to process improvement, workflow design, and operational efficiency **Required Qualifications:** * 1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role * Strong interest in portfolio management, investment operations, and financial markets * Detail-oriented and highly organized, with the ability to manage multiple priorities * Strong analytical and problem-solving skills * Comfortable working with large amounts of data and identifying inconsistencies * Strong Excel skills; experience with formulas, pivot tables, lookups, and data validation * Experience with portfolio management or trading systems is an asset * Strong written and verbal commun
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