Manulife · 1 week ago
Onboarding Analyst
Manulife is a leading international financial services provider, and they are seeking an Onboarding Analyst to join their GWAM Operations team. The role involves collaborating with the Operations Manager to support fund onboarding and product lifecycle events, as well as managing projects and enhancing operational processes.
FinanceFinancial ExchangesFinancial Services
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
Qualification
Required
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
Preferred
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
Benefits
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
Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
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
Full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Recent News
2026-01-21
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