Onboarding Analyst

Our GWAM Operations team is looking for an Onboarding Analyst!

As an Onboarding Analyst, you will collaborate with the Operations Manager to support fund onboarding and product lifecycle events across various products, including infrastructure, real estate, private equity, timber, farmland, agriculture, fixed income, and SMA.

You’ll work with cross-functional teams to set up Fund Admin vendors, custodians, and bank accounts and establish and enhance processes to ensure optimal operational efficiency while adhering to Firm and regulatory standards.

Position Responsibilities:

• Assist in planning new product launches.

• Support the development of operating models. 

• Help draft fund contracts and negotiate fees. 

• Assist in establishing accounting practices and implementing technology solutions.

• Manage several projects simultaneously and prioritize between projects.

• Identify issues, assess risks, and escalate items as needed.

• Build relationships with internal stakeholders and external vendors.

• Manage multiple tasks simultaneously with strong attention to detail.

• Contribute to business process improvements.

• Support vendor management activities.

• Facilitate department procedures and ensure workflow integrity.

• Manage the document and procedure library.

• Troubleshoot and assist in resolving complex issues.

• Participate in projects and collaborative initiatives.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting or Business. An MBA or CPA is a plus.

• 1-3 years of experience in financial services or related fields.

• Detail-oriented with strong organizational skills.

• Ability to work effectively within a team.

• Proficiency with Microsoft Office Suite.

• Ability to independently progress work with minimal supervision. Must take initiative to move a project forward in the absence of immediate guidance from onboarding managers.

• Excellent oral and written communication skills with the ability to articulate information and ideas effectively to cross-functional teams and external vendors. 

• Communicates issues to the team and proposes recommendations for resolution

• Ability to secure resources across different teams to address issues.

Bilingualism (English and French) is a strong asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

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.

#LI-JH

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

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

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