Client Reporting Analyst
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Key skills for this role
About the Role
Manulife seeks a Client Reporting Analyst to prepare, validate, and deliver accurate client, management, audit, and financial reports. The role requires 2+ years of client servicing experience, bilingualism in French and English, and strong analytical skills.
Key Skills for This Role
Responsibilities
- Coordinate, prepare, validate, and deliver client reports, management reports, audit requests, and financial reports
- Prioritize and manage multiple reporting deadlines while maintaining checklists, records, 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, business transformation, and systems testing
Requirements
- 2+ years of client servicing experience
- Bilingual in French and English
- University degree in accounting, finance, or relevant field (asset)
- Canadian Securities Course (asset)
- Experience with derivatives, futures, repos, bonds, stocks (asset)
- Knowledge of GAAP and financial services industry (asset)
- Strong interpersonal, verbal, and written communication skills
- Proficiency in Microsoft Office (Excel, Word)
Full Job Posting
Job 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 collaborates with internal and external partners while managing multiple reporting deadlines.
Position Responsibilities
- Coordinate, prepare, validate, and deliver client reports, management reports, audit requests, statistical data, and other financial reports in a timely manner.
- Prioritize and manage multiple reporting deadlines while maintaining checklists, records, shared mailboxes, archive directories, and process documentation.
- Perform reasonability analyses, explain variances, and support client and fund initiatives such as fund openings, closings, rebalancing, and large withdrawals.
- Identify, report, and help mitigate financial and operational control weaknesses, while ensuring compliance with regulatory requirements and internal policies.
- Participate in client servicing activities, process improvements, business transformation efforts, investment systems testing, projects, cross training, and collaboration with internal and external business partners.
Required Qualifications
- 2+ years of client servicing experience.
- Bilingual in French and English is required.
Preferred Qualifications
- University degree in accounting, finance, or a relevant field is an asset.
- Canadian Securities Course is an asset.
- Experience working with derivatives products, futures, repos, and investment instruments such as bonds, stocks, short terms, and derivatives is an asset.
- Knowledge of Generally Accepted Accounting Principles (GAAP), the financial services industry, investment funds, and investment related business is an asset.
- Strong interpersonal, verbal, and written communication skills, with strong numerical accuracy, analytical skills, attention to detail, organizational skills, and the ability to multitask, meet deadlines, work independently, and collaborate as a teammate.
- Thorough knowledge and experience using information systems, particularly Microsoft Office, including Excel and Word.
What We Offer
- Empowerment to learn and grow the career you want.
- Recognition and support in a flexible environment where well being and inclusion are prioritized.
- Support in shaping the future you want to see as part of a global team.
Salary Range
- CAD 52,650.00 CAD 87,750.00 CAD
- Opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Working Arrangement
- Hybrid
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