Senior Analyst, Investment Counsel Services

Manulife Private Wealth (“MPW”) delivers exceptional investment management and advisory services to high-net-worth clients. At MPW, we believe that fresh thinking, open architecture solutions, and a global approach should be an integral part of every Canadian’s financial plan. With our head office in Toronto and offices in Montréal and Vancouver, Manulife Private Wealth offers the opportunity to join a team that values innovation, collaboration, and continuous improvement.

As a core member of the Investment Counsel Services (ICS) Operations team, the Senior Analyst plays a critical role in ensuring accuracy, timeliness, and quality across all operational processes that support our Investment Counsellors (ICs) and high net worth clients. The Senior Analyst will support both day-to-day processing and higher-level operational oversight, including triage of issues, supervisory support, process development, vendor interaction, and cross functional coordination. Monitor daily batch file uploads and custodian feeds to ensure accurate and timely data integration.

Conduct daily reconciliation checks to confirm alignment between internal records and custodian information.

Support private asset administration, including capital calls, redemptions, pricing updates, and transactional uploads.

Execute quarterly management fee billing across all relevant account types.

Complete reviews of new account openings to validate data accuracy and regulatory completeness.

Support annual tax reporting by reconciling tax data and collaborating with custodians to resolve discrepancies.

Perform miscellaneous operational tasks, including corporate actions, book value adjustments, performance calculations, and ad hoc reporting.

Serve as a subject matter expert for non‑standard, complex, or escalated operational scenarios.

Provide supervisory support including workflow oversight, quality checks, and mentorship of junior team members.

Investment Counsellor (IC) Support

Partner closely with ICs to resolve operational questions, client account issues, transaction inquiries, and data requests.

Represent ICS operations in discussions related to system changes, data quality, and integration improvements.

System Enhancement & Project Work

Identify opportunities to improve processes, reduce risk, enhance automation, and elevate service quality.

Minimum 3-5 years of experience in investment operations, private wealth management, custody operations, or asset management

Strong technical skills, including Excel (advanced formulas, macros), VBA, and SQL

Familiarity with FundServ, portfolio management systems, and custodian data feeds

Strong written and verbal communication skills (French an asset)

High degree of accuracy, attention to detail, and risk awareness

Experience mentoring or providing supervisory support is an asset

The successful candidate will be required to communicate in English and French in order to support clients from various jurisdictions outside of Quebec.

We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. 71,475.00 CAD - $119,125.00 CAD

com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.