Support and help oversee the day-to-day maintenance and operation of the firm’s portfolio management platform used by registered portfolio managers. Help ensure the platform remains accurate, organized, and ready for advisors to use when building models, opening accounts, rebalancing portfolios, and generating trades. The platform is complex and learning it deeply is a core part of the role.Position ResponsibilitiesMaintain and update portfolio management system data and settingsAssist with the creation, review, and maintenance of account linkages to the custody systemMonitor the platform for data issues, missing information, or inconsistencies and investigate/resolve themSupport ongoing maintenance of households and investment groupsIdentify and elevate issues related to security data, account holdings, or trading restrictionsAssist with the testing of current functionality, enhancements, and system upgradesMaintain procedural documentation and training materials for the platformHelp prepare screenshots, reference guides, and step‑by‑step instructions for portfolio managers and support staffRespond to day‑to‑day questions from portfolio managers and internal users regarding platform functionalityParticipate in special projects related to process improvement, workflow design, and operational efficiencyRequired Qualifications1–3 years of experience in operations, portfolio administration, wealth management, or a related analytical roleStrong interest in portfolio management, investment operations, and financial marketsDetail‑oriented and highly organized, with the ability to manage multiple prioritiesStrong analytical and problem‑solving skillsComfortable working with large amounts of data and identifying inconsistenciesStrong Excel skills; experience with formulas,



pivot tables, lookups, and data validationExperience with portfolio management or trading systems is an assetStrong written and verbal communication skillsAbility to create clear documentation and explain processes to othersSelf‑starter who is comfortable working independently but also enjoys supporting a broader teamPreferred QualificationsExperience supporting a portfolio management, rebalancing, or trading platformFamiliarity with concepts such as model portfolios, rebalancing, asset allocation, and household reportingFamiliarity with Excel VBA, process automation, or workflow documentationProgress toward or interest in a CFA, CIM, CSC, or similar designationManulife es un empleador que ofrece igualdad de oportunidades. En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.Referenced Salary LocationBurlington, OntarioModalidades de TrabajoHíbrido$62,850.00 CAD - $104,750.00 CAD#J-18808-Ljbffr

📌 Analyst, Portfolio Management - C$62,850 - C$104,750 A Year (Winnipeg)
🏢 Manulife
📍 Winnipeg