Onboarding Analyst

Manulife

3d • Hybrid

About The Position

Our GWAM Operations team is looking for an Onboarding Analyst! As an Onboarding Analyst, you will collaborate with the Operations Manager to support fund onboarding and product lifecycle events across various products, including infrastructure, real estate, private equity, timber, farmland, agriculture, fixed income, and SMA. You’ll work with cross-functional teams to set up Fund Admin vendors, custodians, and bank accounts and establish and enhance processes to ensure optimal operational efficiency while adhering to Firm and regulatory standards.

Requirements

• Bachelor’s degree in Finance, Accounting or Business.
• 1-3 years of experience in financial services or related fields.
• Detail-oriented with strong organizational skills.
• Ability to work effectively within a team.
• Proficiency with Microsoft Office Suite.
• Ability to independently progress work with minimal supervision.
• Must take initiative to move a project forward in the absence of immediate guidance from onboarding managers.
• Excellent oral and written communication skills with the ability to articulate information and ideas effectively to cross-functional teams and external vendors.
• Communicates issues to the team and proposes recommendations for resolution
• Ability to secure resources across different teams to address issues.

Nice To Haves

• An MBA or CPA is a plus.
• Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Responsibilities

• Assist in planning new product launches.
• Support the development of operating models.
• Help draft fund contracts and negotiate fees.
• Assist in establishing accounting practices and implementing technology solutions.
• Manage several projects simultaneously and prioritize between projects.
• Identify issues, assess risks, and escalate items as needed.
• Build relationships with internal stakeholders and external vendors.
• Manage multiple tasks simultaneously with strong attention to detail.
• Contribute to business process improvements.
• Support vendor management activities.
• Facilitate department procedures and ensure workflow integrity.
• Manage the document and procedure library.
• Troubleshoot and assist in resolving complex issues.
• Participate in projects and collaborative initiatives.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees