Client Reporting Analyst

5 months ago

Montréal, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

The Client Reporting Analyst understands the importance of being customer focused, builds and maintains strong controls, strong relationships with stakeholders, and collaborates with other teams to deliver results. The Client Reporting Analyst must demonstrate the ability to communicate effectively, complete tasks and analyses independently, attention to detail, an exceptional work ethic, and positive attitude.

Client Service Operations takes ownership of identifying and mitigating risks within assigned areas of responsibility and support the build out of systems access controls within Operations. In addition, they are required to take an active role in reviewing controls which lead to identifying and mitigating risks within the Client Service Operations division. Other responsibilities include contributing to ongoing procedural and technological business transformation efforts.

**Responsibilities**
- Coordinate and verify the information required for the preparation of client reports, management reports, audit requests, other financial reports.
- Prepare, validate, and deliver reports in a timely manner.
- Prioritize and manage multiple reporting deadlines, maintain checklists.
- Perform reasonability analyses and explain variances.
- Prepare statistical data for management use.
- Assist in client and fund initiatives, as needed (fund opening/closing, rebalancing, large withdrawals, etc.)
- Participate/take the lead on various client servicing tasks, liaison with internal and external business partners.
- Document and keep existing documentation up to date for the procedures and processes under responsibility.
- Identify and propose process improvements.
- Organize and file records as per departmental policy, manage shared mailboxes and archive directories.
- Participate in testing investment systems upgrades and releases as well as process changes, as required.
- Maintain professional and technical knowledge, in particular on investment related business.
- Participate in projects, as required.
- Back up and cross-train with team members, as required.

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit.
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.

**What we are looking for**
- University degree in accounting or finance.
- Canadian Securities Course, an asset.
- 2+ years of client servicing experience.
- Good interpersonal, verbal and written skills.
- Experience working with derivatives products, futures, repos, an asset.
- Strong numerate accuracy and analytical skills.
- Attention to detail, good organizational skills.
- Ability to multitask and meet deadlines.
- Ability to work independently and also collaboratively as great teammate.
- Thorough knowledge and experience in information systems and in particular of Microsoft Office (Excel, Word).
- Knowledge of Generally Accepted Accounting Principles (GAAP), an asset.
- Understanding of various investments instruments such as bonds, stocks, short terms, derivatives etc., an asset.
- Understanding of the financial services industry, in particular investment funds.

**Our commitment to you**
- Values-first culture
We lead with our Values every day and bring them to life together.
- Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
- Continuous innovation
We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
We build a business that benefits all partners and has a positive social and environmental impact.

LI-Hybrid

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solution

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