PowerBI Reporting Specialist

The PowerBI Reporting Specialist is responsible for developing and preparing reporting templates and dashboards tailored for business stakeholders across the Global WAM Investments Operations functions. Key duties include overseeing controls and governance reporting using platforms such as PowerBI and monitoring Key Risk Indicators (KRIs). The specialist ensures all outputs maintain high accuracy and consistency, while actively engaging with stakeholders to offer insights. Additionally, this role involves fostering cross-departmental collaboration to enhance information flow, identifying opportunities for process improvements, and staying abreast of industry trends and best practices in reporting and communications.

Position Responsibilities

• Collect, analyze, and interpret Investment Operations data and key metrics from various sources to create comprehensive reports.
• Develop and maintain reporting templates and dashboards for various stakeholders within the Investment Operations and ensure accuracy and consistency in all reporting outputs. Be able to train team members in building business dashboards.
• Draft, edit, and distribute internal communications, including newsletters, announcements, and presentations.
• Respond to inquiries and provide clarification on reports and communications as needed.
• Support management with data-driven insights and aid in the preparation of Management Information reports.
• Identify opportunities to enhance reporting processes and tools.
• Stay updated on industry trends and best practices in reporting and communications.
• Actively support Investment operational process improvements, recommend, and initiate tactical solutions/initiatives and actively participate on projects such as system transitions (UAT), process transformations etc.
• Diligently work with Investment Operations and other internal/external teams on process and production updates and issues relevant to completion of tasks at hand.
• Aid in the functional and technical capability development of the team.
• Ensure procedures are updated and lead the annual procedure exercise.
• Remain updated with relevant industry development and market-specific best practices.
• Act as back-up Subject Matter Expert as required, participate in a regular program of industry-specific training and interdepartmental cross-training to ensure continuity of service and capability development.
  
  

Required Qualifications

• Bachelor’s degree in communications, Business Administration, Finance, Data Analytics, Information Technology, or any related course.
• Operational experience or exposure to functions relating to Investments / Market Operations such as reconciliations, asset servicing, settlements, onboarding, static.
• 2-3 years of experience in investment operations related functions with data visualization, workflow automation, and business intelligence tools and/or other similar platforms.
• Intermediate to Advanced MS Office skills.
• Strong analytical skills and proficiency in data analysis tools.
• Track record of continuous improvement projects leveraging PowerBI/Power Platform is an advantage.
• Basic understanding of database management and SQL is an advantage.
  
  

Preferred Qualifications

• Keen attention to details and with a strong analytical ability.
• Excellent verbal and written communication and interpersonal skills.
• Flexible and agile – quick to pick-up on tight deadlines and changes in requirements.
• Can lead projects or project steps within a broader project, contributes to process improvements.
• Effective Facilitation and Presentation skills.
• Client focused and ability to work on prioritizing responsibilities.
• Highly trainable and ability to work independently with minimal guidance and supervision.
  
  

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 https://www.manulife.com/en/about/our-story.html.

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 work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Working Arrangement

Hybrid