Manulife
Financial Services
SeniorSpecialist,GlobalPlatformManagement&Governance
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Specialist, Global Platform Management & Governance at Manulife. Skills: Platform Management, Governance, Project Management. Support framework development. Support framework implementation”
Industry & Context.
What They're Looking For.
Must Have
Minimum 2 years experience, Bachelor's degree in Finance, Bachelor's degree in Business Administration, Fluency in written English, Fluency in spoken English
Nice to Have
Experience drafting policies, Experience supporting policies, Familiarity with Power BI, Familiarity with PowerApps, Experience with global teams, Experience with cross-functional teams
What You'll Do.
Support framework development
Support framework implementation
Support drafting policy
Organize review process
Organize approval process
Maintain Board Calendar
Update Board Calendar
Coordinate dates globally
Support policies repository implementation
Harmonize Fund policies
Support board efficiencies surveys
Support expertise matrix development
Support initiatives to improve board efficiencies
Review administrative tasks
Engage with functions
Support development of processes
Support implementation of framework
Support Board Management Process
Support Global Fund Boards
Provide recommendations for improvements
Coordinate execution of legal agreements
Coordinate execution of resolutions
Coordinate execution of SLAs
Coordinate execution of certificate of residence
Coordinate execution of fee letters
Update fund country registration matrix
Update list of distributors
Support platform reporting
Produce list of share classes
Produce MGF Reg Matrix
Produce Marketing Reports
Produce Distribution Reports
Provide technical support
Engage with stakeholders
Deliver BAU reporting
How You'll Work.
Team & Collaboration
Partnering with functions; Working with Legal; Working with Compliance; Working with CoSec; Engage with stakeholders; Cross-functional teams
Communication Scope
Written communication; Spoken communication; Analytical skills; Organizational skills
Process & Methodology
Project Management
Full Job Description
The Global Platform Management & Governance Team is responsible for designing and developing a streamlined Governance framework, the approach and operating model to support the needs of the GWAM business and partnering closely with all critical functions to achieve success. **Position Responsibilities:** **Board Management (60%)** * Support the development and implementation of a Global Fund Board Framework from securing approval to each aspect of the implementation, which includes: * Support the drafting and organize review and approval process for a Global Fund Board Policy, Standard and Board Mandates, working closely with Legal, Compliance and other functions * Maintain and update the Global Fund Board Calendar, coordinating dates with CoSec Globally * Support the implementation of a policies repository, with the view to harmonize the Fund policies globally * Support the development of board efficiencies surveys and expertise matrix, working closely with CoSec and Functions in the business * Support initiatives to improve board efficiencies, such as developing templates, and reviewing administrative tasks * Engage with the functions and support the development of processes & implementation of the framework above * Identify tools to better support and harmonize the Board Management Process and the extended Global Platform Management and Governance team, including PowerApp, PowerBi, etc * Support Global Fund Boards with recommendations for improvements e efficiencies * This is a new role within the organization so responsibilities may evolve overtime. All of the above will be supported with the guidance and partnership with the Head of Global Fund Management **Platform Maintenance & Governance (20%) ** * Input/Review fund related data for third party vendor templates e.g., Allfunds, Fundinfo etc. * Coordinate with Citi Fund Corporate services/Management Company/Board/Manulife stakeholders on execution of legal agreements, resolutions, SLA’s, certificate of residen
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