Manulife and John Hancock
Client Reporting Analyst
Montreal, Quebec
Sponsorship not specifiedDetected 6 days ago
AccountingExcelCommunicationCollaborationOrganizational SkillsMicrosoft OfficeGAAP
About the role
- The Client Reporting Analyst plays an important role in supporting Client Service Operations by preparing, validating, and delivering accurate client, management, audit, and financial reporting.
- This opportunity offers exposure to client servicing, investment-related operations, reporting processes, and ongoing business transformation initiatives.
Responsibilities
- Coordinate, prepare, validate, and deliver client reports, management reports, audit requests, statistical data, and other financial reports in a timely manner.
- Prioritize and manage multiple reporting deadlines while maintaining checklists, records, shared mailboxes, archive directories, and process documentation.
- Perform reasonability analyses, explain variances, and support client and fund initiatives such as fund openings, closings, rebalancing, and large withdrawals.
- Participate in client servicing activities, process improvements, business transformation efforts, investment systems testing, projects, cross-training, and collaboration with internal and external business partners.
- This role contributes to strong operational controls by helping identify risks, maintain documentation, support systems access controls, and participate in process improvements.
- The successful candidate will collaborate with internal and external partners while managing multiple reporting deadlines with accuracy, professionalism, and attention to detail.
Requirements
- 2+ years of client servicing experience.
- Bilingual in French and English is required.
- The successful candidate will be required to communicate in English and French to support clients from various jurisdictions outside of Quebec.
Nice to have
- University degree in accounting, finance, or a relevant field is an asset.
- Canadian Securities Course is an asset.
- Experience working with derivatives products, futures, repos, and investment instruments such as bonds, stocks, short terms, and derivatives is an asset.
- Knowledge of Generally Accepted Accounting Principles (GAAP), the financial services industry, investment funds, and investment-related business is an asset.
- Thorough knowledge and experience using information systems, particularly Microsoft Office, including Excel and Word.
- When you join our team:
- We'll empower you to learn and grow the career you want.
- The role being advertised is an existing vacancy.
Compensation
- 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, r
Company info
- 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.
Visa & Work Authorization
- r 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 co
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