Analyst, Investment & Analytics

Position: Analyst, Investment Performance & Analytics
Location: Montreal

The Investment Performance & Analytics (IP&A) team conducts thorough analysis and analytical review of investment performance, attribution, characteristics, and risk results across various investment strategies to support the front office, product specialists, risk, and reporting teams.
The Analyst role is an entry-level position that is responsible for maintaining the quality and accuracy of investment portfolio data within multiple performance, attribution, and risk systems. The role requires knowledge of investment accounting principles, financial markets, financial instruments, and an intellectual curiosity in investment performance, attribution, risk, and analytics. The opportunity is for a proactive, motivated, and self-taught person who wants to work in a dynamic and rapidly changing environment.

The candidate must be innovative, collaborative, and highly detailed oriented.

Position Responsibilities:

Supports the systems Start-of-Day (SOD) processes by performing control tolerance checks and data reconciliation to ensure the accuracy and completeness of information being used to calculate investment performance, attribution, characteristics, and risk results.

Effectively identify and raise issues using proper escalation process for prompt resolution.

Identify, research, and resolve investment performance data breaks.

Perform and review data quality dashboards using Power BI.

Review and refine existing controls/procedures to continuously improve the quality and ensure clear and concise documentation is created and maintained.

Interact with appropriate individuals/groups to resolve errors as necessary.

Participate and/or lead projects as assigned.

Required Qualifications:

Undergraduate degree in Finance or a business-related field.

Enrolled or willing to pursue the CIPM and/or CFA designation.

1-3 years of asset management industry experience.

Preferred Qualifications:

Analytical and quantitative reasoning skills.

Experience working in an environment where controls and daily deadlines are required.

Familiar with systems such as SS&C Sylvan, Fact Set, Bloomberg, MSCI, and Morningstar Direct.

Familiar with investment accounting principles, performance measurement methodologies, risk statistics, and attribution models.

Experience with data analytics and data visualization (Microsoft Power BI).

Comfortable in learning new technologies and working in a changing environment.

Ability to work effectively with others in a team environment with diverse approaches and thinking styles.

Strong organizational and interpersonal skills

Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

When you join our team:
We’ll empower you to learn and grow the career you want.

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.

About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. 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, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will…