Senior Financial Analyst
John Hancock Manulife
Job Summary:
Responsible for the preparation and delivery of quarterly investment analysis packages in IFRS and Statutory accounting bases while meeting published quality and productivity standards.
Key Accountabilities:
- Research and provide written commentary explaining quarter over quarter changes in investment income for all invested asset types including bonds, private placement, public and private equity, mortgages, real estate and timber, miscellaneous income, and investment expenses for senior management’s use in internal and external reporting. This information is provided to the business unit management within Long-Term Care, U.S. Life Insurance, Fixed Products, Variable Annuities and US Controllers through the preparation and delivery of quarterly investment analysis packages in IFRS17 and Statutory accounting bases.
- Ensure adequate oversight of the account reconciliation process for the three major US legal entities for the entire Investment Division. Such oversight involves identifying, confirming and tracking ownership of account balances and reconciliations as well as researching details behind account balances on a quarterly basis.
- Prepare quarterly regulatory compliance testing data schedules for NAIC which is used for Federal regulatory filings.
- Prepare and review OSFI regulatory reports on a quarterly and annual basis.
- Check and review all reports being prepared by the associates to ensure accuracy and completeness
Other/s:
- Perform ad hoc requests including yield fluctuation analyses, holdings report for legal entity and/or business units and MTM verification for Manulife’s investments.
- Check and review all reports being prepared by the associates to ensure accuracy and completeness
- Train new staff members and existing staff with new assignments and guide
Minimum Skills Requirement to Hire:
The candidate:
- Bachelor’s Degree in Finance, Accounting, Business Administration or Economics required.
- Must pass current job expectations and meet performance metrics
- Must not have any attendance issues and have not received any disciplinary action
Technical Skills:
- Knowledgeable with different investment assets such as bonds, public and private equity, mortgages, real estate and timber.
- Excellent analytical, research and problem solving skills.
- Mathematical aptitude
- Intermediate knowledge MS Word and Excel
- Basic knowledge of (or must be willing to learn) Bloomberg and knowledge of financial modeling (via excel) is an advantage.
- Basic knowledge on Power BI or Alteryx is an advantage.
Soft skills:
- Excellent comprehension, analytical and decision making skills
- Keen attention to detail
- Good communication skills (written and oral)
- Strong organizational and time management skills with the ability to be flexible to changing environments
- Ability to work independently and willing to collaborate with other team members
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 recruitment@manulife.com.
Working Arrangement