Investment Analyst - Retirement Platform Development
Description
The opportunity
The Retirement Investment Platform Analyst will be a key member of the Retirement Investment Product team primarily supporting the Canada Retirement business.
The Retirement Investment Product team is responsible for ongoing development and maintenance of Manulife’s Group Retirement investment line up.
The successful candidate will lead cross functional investment line up initiatives (new funds additions, fund rationalizations, product changes etc.
They will also respond to the needs of large pension clients, interact with various internal distribution organizations, and provide subject matter expertise when needed.
This role integral to the success of the team and the organization. The successful candidate will report to the Head of Canada Retirement Investment Product.
Responsibilities
Lead cross-functional implementation process for new investment additions and rationalizations
Provide analysis required for fund launches, mergers, and closures using industry tools and databases and collaborate across business and functional teams at all levels to support the success of the retirement platform ie.
Legal, Compliance, Operations, Tax
Work with Distribution partners to understand the needs of Manulife’s group retirement customers
Respond to inquiries regarding Manulife’s retirement investment platforms
Perform research and analysis on current investment line up as well as competitors on an ongoing basis to help maintain Manulife’s leadership position in the marketplace
Develop new ideas and provide data to support investment related opportunities
Work on ad-hoc projects and reporting as required
What motivates you?
You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
Minimum 5 years of relevant financial services experience preferably with DC and / or DB retirement experience
Completion of CFA Level 1 and progress towards or completion of CFA
Bachelor's degree required
Knowledge of the Canadian retirement marketplace and industry practices
Understanding of current and emerging trends in retirement
Familiarity with industry analysis tools such as Morningstar Direct
Customer obsessed
Innovative and creative
Excellent verbal and written communication skills
Experience using Microsoft Excel, Word and PowerPoint, and Morningstar Direct
Strong project management skills
Superior problem-solving skills
Focus on attention to detail
Excellent organizational, interpersonal, verbal and written communication skills
Must be able to work in a fast-paced environment and demonstrate the ability to multi-task and prioritized multiple initiatives
Strong technical, analytical and research skills
Ability to work with autonomy and independence
What can we offer you?
A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong work-life balance.
Professional development and leadership opportunities.
Our commitment to you
Values-first culture
We lead with our Values every day and bring them to life together.
Boundless opportunity
We create opportunities to learn and grow at every stage of your career.
Continuous innovation
We invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives.
Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.
With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.
We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.
At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.
At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.
4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under 945’ in Hong Kong.
Manulife is an Equal Opportunity Employer
Salary & Benefits
The annual base salary for this role is listed below.
Primary Location
Toronto, Ontario
Salary range is expected to be between
$70,350.00 CAD - $117,250.00 CAD
If you are applying for this role outside of the primary location, please contact 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 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence.
If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.