Analyst, Portfolio Management

Manulife • Toronto, ON

1d • Hybrid

About The Position

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.

Requirements

• 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
• Strong 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 Haves

• 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

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

Benefits

• health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage
• adoption/surrogacy and wellness benefits
• employee/family assistance plans
• various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• financial education and counseling resources
• holidays, vacation, personal, and sick days
• full range of statutory leaves of absence

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed