Senior Financial Analyst, Fund Expenses and Reporting Team

Hybrid Full TimeMontreal, Quebec, CanadaManulife

Role Overview

The Senior Financial Analyst will assist in the fund expenses and reporting practices of the Global Fund Services team within Global Wealth & Asset Management (GWAM). The role involves ensuring the accuracy and completeness of fund expense management and producing various external and internal reports.

What You Will Do

The Senior Financial Analyst will prepare and manage fund expense budgets, review and validate fund expenses, and calculate and monitor the Management Expense Ratio (MER) monthly.

Why It Might Be a Fit

The successful candidate will have strong knowledge of fund accounting, fund expense management, and/or fund reporting processes, and will be able to work closely with cross-functional teams to support fund management activities.

Requirements

  • University degree in Accounting, Finance, or Business Administration
  • 5+ years of relevant experience
  • Strong knowledge of fund accounting, fund expense management, and/or fund reporting processes
  • Professional accounting designation (CPA, CMA, CGA) with experience in investment funds (preferred)
  • Advanced knowledge of Microsoft Excel
  • Excellent time management skills and the ability to prioritize tasks to meet deadlines efficiently
  • Strong analytical and inquiry skills to understand finance and operational processes and controls

Benefits

  • Health insurance
  • Dental insurance
  • Mental health insurance
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
  • Financial education and counseling resources
  • Paid time off program in Canada (including holidays, vacation, personal, and sick days)
  • Statutory leaves of absence

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To apply for this job please visit manulife.wd3.myworkdayjobs.com.


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