Manulife Financial
Hybrid Analyst in Wealth Management
Job Description
Become a pivotal team member at Manulife as an Analyst in Wealth Management, overseeing the operational integrity of a complex portfolio management platform in a hybrid environment. Your attention to detail is critical.
In this role based in Burlington, Ontario, you will assist in maintaining and updating portfolio management system data, ensuring stability and clarity for registered portfolio managers. Your contributions will involve troubleshooting data inconsistencies and facilitating the alignment of account functionalities, enhancing overall operational efficiency.
Key Responsibilities:
• Update and maintain portfolio management system settings
• Monitor data integrity and resolve issues
• Support maintenance of investment groups and households
• Assist with the testing of upgrades and new features
• Create documentation and guides for platform users
Requirements:
• 1–3 years in an analytical role within wealth management
• Deep interest in investment...
In this role based in Burlington, Ontario, you will assist in maintaining and updating portfolio management system data, ensuring stability and clarity for registered portfolio managers. Your contributions will involve troubleshooting data inconsistencies and facilitating the alignment of account functionalities, enhancing overall operational efficiency.
Key Responsibilities:
• Update and maintain portfolio management system settings
• Monitor data integrity and resolve issues
• Support maintenance of investment groups and households
• Assist with the testing of upgrades and new features
• Create documentation and guides for platform users
Requirements:
• 1–3 years in an analytical role within wealth management
• Deep interest in investment...