Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform used by registered portfolio managers. Help ensure the platform remains accurate, organized, and ready for advisors to use when building models, opening accounts, rebalancing portfolios, and generating trades. The platform is complex and learning it deeply is a core part of the role.
Position Responsibilities:
Maintain and update portfolio management system data and settings
Assist with the creation, review, and maintenance of account linkages to the custody system
Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them
Support ongoing maintenance of households and investment groups
Identify and escalate issues related to security data, account holdings, or trading restrictions
Assist with the testing of new functionality, enhancements, and system upgrades
Maintain procedural documentation and training materials for the platform
Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff
Respond to day-to-day questions from portfolio managers and internal users regarding platform functionality
Participate in special projects related to process improvement, workflow design, and operational efficiency
Required Qualifications:
1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical role
Strong interest in portfolio management, investment operations, and financial markets
Detail-oriented and highly organized, with the ability to manage multiple priorities
Strong analytical and problem-solving skills
Comfortable working with large amounts of data and identifying inconsistencies
Strong Excel skills; experience with formulas, pivot tables, lookups, and data validation
Experience with portfolio management or trading systems is an asset
Strong written and verbal communication skills
Ability to create clear documentation and explain processes to others
Self-starter who is comfortable working independently but also enjoys supporting a broader team
Preferred Qualifications:
Experience supporting a portfolio management, rebalancing, or trading platform
Familiarity with concepts such as model portfolios, rebalancing, asset allocation, and household reporting
Familiarity with Excel VBA, process automation, or workflow documentation
Progress toward or interest in a CFA, CIM, CSC, or similar designation
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.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected] .
Referenced Salary Location
Burlington, Ontario
Hybrid
Salary range is expected to be between
$62,850.00 CAD - $104,750.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
