Analyst Role in Portfolio Management

Join Manulife as a Portfolio Management Analyst in Burlington, Ontario. This hybrid position supports portfolio managers by maintaining platform data and resolving operational issues.
In this role at Manulife, you will ensure the smooth operation of the portfolio management platform, crucial for building client models and executing trades. You’ll monitor data quality, assist with training, and engage in special projects aimed at enhancing workflow efficiency. Your contributions directly impact the performance of our financial advisors.
Key Responsibilities:
• Update and maintain the portfolio management system
• Investigate and resolve data inconsistencies
• Create training materials for portfolio managers
• Support households and investment group maintenance
• Assist in testing platform functionality and enhancements
Requirements:
• 1–3 years in a related analytical role
• Strong interest in financial markets and portfolio operations
• Excellent organi...

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