Analyst, Investment Counsel Services

7 months ago

Toronto, 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 opportunity**

Manulife Private Wealth (“MPW”) delivers investment counselling and private banking services to high net worth clients the way it should be delivered. At MPW, we believe fresh thinking, open architecture solutions and a global approach should be an integral part of every Canadian's financial plan and future. As one of Canada's newest wealth management firms, our platform and philosophy is resonating with our target market and we are growing rapidly. We need people with the skills, energy and drive to help us continue to service our growing client base. With our head office located in Toronto, Manulife Private Wealth offers an opportunity to work with a team that values new ideas, fresh approaches and is committed to developing innovative solutions that will shape the future our business.

We are looking for a motivated and talented Analyst, Investment Counsel Services to join our team. The Analyst will be responsible for providing operations support to our investment counselling busines

**Responsibilities**

Investment Counsel Services
- Portfolio Administration _
- Manage new and existing high net worth client accounts and portfolio set up
- Maintain and update client information for billing, statements, and tax reporting
- Assist with the preparation and generation of client statements and ad-hoc reporting
- Generate management fees and complete invoicing for sub-advisory fees
- Facilitate credit, debit, and internal transfer transactions with custodian
- Cash management of client accounts including FX transfers
- Assist with annual tax reporting requirements
- Participate in inter-department cross training to ensure continuity of service
- Remain current on latest regulatory obligations and administrative requirements for the firm
- Be involved with on-going project work - regulatory, process improvement, etc.
- Portfolio Maintenance, Trades Execution, Reconciliation & Settlement _
- Complete daily cash and securities reconciliation and resolve any trade discrepancies
- Set up equity and fixed income securities in our wealth management system
- Pro-active management of failed trades
- Review Corporate Actions transactions for accuracy
- Maintain and rebalance SMA strategies
- Propose trades to rebalance client asset allocation as per client’s investment policy statement
- Execute trade orders on mutual funds and securities
- Regular involvement in problem resolution and investigations with custodial and trade counterparts
- Service & Support _
- Support Investment Counsellors with client onboarding, ongoing administration, and ad-hoc requests
- Prepare performance reconciliation
- Provide assistance to other team members and management team when required

**How will you create impact?**
- Client focused with the ability to understand the clients’ requirements
- Fast learner and self-starter, who takes initiative and thrives in a fast-paced work environment
- Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail in a team environment
- Flexible and adaptable when dealing with change; including changing priorities and tight deadlines
- Expected to analyze options and provide thoughtful recommendations and analysis Results oriented and organized with ability to investigate problems without supervision

**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**
- Post-secondary education and/or minimum 4-6 years equivalent work experience in the financial services industry
- High Net Worth market experience strongly preferred
- Completion or enrolment in the Canadian Securities Course
- Knowledge of and experience with securities instruments/settlement, foreign exchange, reconciliation, and investment accounting
- Strong written and verbal communication skills
- Knowledge of wealth management software i.e. FundSERV, and Bloomberg an asset
- Demonstrate initiative and take responsibility
- Superb communication and interpersonal skills
- Strong interpersonal an

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