Senior Analyst, Global Real Estate Financial Analysis & Operations
About The Position
Manulife Investment Management (MIM) is seeking a Senior Analyst for its Global Real Estate (GRE) Operations team. This role contributes to the financial analysis and operations of the GRE platform, collaborating with internal GRE teams, third-party managers, and the MIM Investment Operations team. Key responsibilities include overseeing third-party portfolio accounting and reporting, developing global budgeting and forecasting policies, ensuring SOX compliance, and managing technology automation initiatives with tools like Anaplan, Yardi, and AI. The Senior Analyst will also support GRE's strategic initiatives with financial and operational expertise. This position requires a motivated and accountable finance professional with strong interpersonal skills to build rapport with stakeholders and contribute to the growth of the investment management business. The role reports directly to the Director, Global Real Estate Financial Operations.
Requirements
- University Degree, preferably in Accounting or Finance.
- 3-6 years of professional experience.
- Strong finance background with 3-6 years of increasing responsibility in financial accounting / reporting and analysis.
- Working knowledge of GAAP and IFRS.
- Experience with financial reporting processes, data and information management, controls, reporting and analysis.
- Ability to work with complex investment structures and review fund offering / governing documents.
- Excellent analytical and problem-solving skills with strong attention to detail but have ability to assess complex situation with a big picture mindset.
- Relevant experience with accounting and financial systems in complex organizations.
- Experience in financial planning and forecasting.
- Flexibility and adaptability to changing requirements and priorities.
- A strong quantitative and analytic approach to building business strategies and establishing measurement systems to monitor growth, efficiency and profitability.
- Superior written and verbal communication skills with the ability to cater the message to various stakeholders including senior executives.
- Strong interpersonal skills with the ability to build relationships across the Division and with external stakeholders; ability to collaborate, negotiate, and influence effectively.
Nice To Haves
- Experience in real estate industry and/or investment management industry is strongly preferred but not mandatory.
- Certified Public Accountant (CPA) or equivalent accounting or finance professional credential.
Responsibilities
- Perform initial review of portfolio-level accounting and reporting deliverables for reasonability and accuracy.
- Oversee the monthly tracking and evaluation of third-party reporting deliverables, reporting on accuracy and timeliness issues.
- Follow up with third-party managers on any unresolved exceptions and issues.
- Contribute to financial analyses and forecasting modeling for GRE and MIM management.
- Assist with accurate and timely forecasting of revenue, expense, and profitability of the GRE business and its investment products.
- Review revenue share modeling from operating partners to validate performance actuals and forecasts.
- Review investment waterfall modeling to validate investment performance actuals and forecasts.
- Maintain summary reporting schedules for all forecasting assumptions.
- Oversee Anaplan models for existing deliverables and workflows.
- Support the ongoing implementation of Anaplan for additional use cases.
- Work with Manulife’s Anaplan Center of Excellence (COE) and other stakeholders to make required updates to Anaplan models.
- Support the implementation of new Yardi modules.
- Assist in the implementation of other AI capabilities for the GRE platform.
- Provide financial analysis for MIM GRE’s strategic initiatives and business projects.
- Where applicable, assist with development of project financials and performance tracking of initiatives.
- Assist with maintenance and management of policies and playbooks related to the financial operations of the GRE platform.
- Manage the SOX controls walkthrough and testing requests.
- Perform required SOX controls activities to ensure compliance.
- Perform an annual review of SOC 1 Reports from third-party property managers and the third-party portfolio accounting manager and summarize findings.
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/401(k) savings plans and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law) each year
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Senior
