NeverHard
Analyst, Portfolio Management at Manulife — NeverHard
Analyst, Portfolio Management at Manulife in Canada. View salary, required skills, and apply on NeverHard.
- Company
- Manulife
- Location
- Canada
- Type
- full_time
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 Responsibilities:
Maintain and update portfolio management system data and settings
Assist with the creation, review, and maintenance of account linkages to the custody system
Monitor the platform for data issues, missing information, or inconsistencies and investigate/resolve them
Support ongoing maintenance of households and investment groups
Identify and escalate issues related to security data, account holdings, or trading restrictions
Assist with the testing of new functionality, enhancements, and system upgrades
Maintain procedural documentation and training materials for the platform
Help prepare screenshots, reference guides, and step-by-step instructions for portfolio managers and support staff
Respond to day-to-day questions from portfolio managers and internal users regardin
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