This role supports the day-to-day maintenance of a complex portfolio management platform used by registered portfolio managers
Job Summary
This role supports the day-to-day maintenance of a complex portfolio management platform used by registered portfolio managers.
The position requires strong analytical skills to monitor data issues, resolve inconsistencies, and ensure system accuracy for trading and rebalancing.
Employees benefit from a flexible hybrid work environment, comprehensive health and retirement benefits, and opportunities for career growth within Manulife.
Matching Summary
This role supports the day-to-day maintenance of a complex portfolio management platform used by registered portfolio managers.
Salary
Base: $62,850.00 - $104,750.00 CAD; Bonus/Equity: Incentive programs available; Benefits: Health, dental, pension, and paid time off included
Skills & Requirements
Must-have
1-3 years operations experience
Strong Excel skills with formulas
Data analysis and problem-solving
Portfolio administration knowledge
Detailed documentation creation
Nice-to-have
Experience with portfolio systems
Excel VBA or automation skills
Interest in CFA or CIM designation
Process improvement participation
Familiarity with model portfolios
Key Requirements
1-3 years experience in operations or wealth management
Advanced proficiency in Microsoft Excel
Strong written and verbal communication skills
Ability to manage multiple priorities independently