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indeed

Client Reporting Analyst

Manulife
Montréal, CAN
Full Time
Mid
Hybrid
2 days ago
Microsoft ExcelMicrosoft WordFinancial ReportingClient ServicingAnalytical SkillsAttention to Detail
Free

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Microsoft ExcelMicrosoft WordFinancial Reporting
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Role Overview

  • The Client Reporting Analyst supports Client Service Operations by preparing, validating, and delivering accurate client, management, audit, and financial reporting.
  • This role contributes to strong operational controls and offers exposure to client servicing, investment related operations, and business transformation.

Position Responsibilities

  • Coordinate, prepare, validate, and deliver client reports, management reports, audit requests, and financial reports.
  • Prioritize and manage multiple reporting deadlines while maintaining checklists and process documentation.
  • Perform reasonability analyses, explain variances, and support client and fund initiatives.
  • Identify, report, and help mitigate financial and operational control weaknesses.
  • Participate in client servicing activities, process improvements, and business transformation efforts.

Required Qualifications

  • 2+ years of client servicing experience.
  • Bilingual in French and English.

Preferred Qualifications

  • University degree in accounting, finance, or a relevant field.
  • Canadian Securities Course.
  • Experience with derivatives products, futures, repos, and investment instruments.
  • Knowledge of GAAP and financial services industry.
  • Strong interpersonal, verbal, and written communication skills.
  • Proficiency in Microsoft Office, especially Excel and Word.

When you join our team

  • 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.

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