Transfer Analyst

Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You’ve come to the right place.

Why choose Manulife?

• Competitive Salary packages and performance bonuses
• Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)
• Retirement savings benefit
• Rewarding culture that values wellness and well-being
• Performance Bonus
• Global network of industry experts
• Extensive training resources

Key Responsibilities:

The list below details the functions that will be performed by the Transfer Analyst within the Transfer Management Group.

• Monitor the life cycle of the transfer within Transfers Origination Automation System (TOA)
• Ensure all transfers uploaded into TOA are settled in a timely manner and all downstream systems are updated as required.
• Coordinate between various parties both internal and external to Manulife (custodians, clients both third party and internal, portfolio managers, and internal business units as Market Risk Management, Treasury, Compliance, Securities Administration, Investment Controllers and Accounting)
• Perform daily cash and asset transfer reconciliation between TOA and internal accounting book of records, Simcorp Dimension (SCD).
• Understand key stakeholders’ objectives to enhance the general transfer process while considering various options and the potential impact on stakeholders
• Deliver notifications to appropriate back-office business area for transfers originated from a non-North American custody account
• Collaborate with Portfolio Managers (or clients) in order to obtain their preferences for completing transfers in-kind (of securities) or transfers in cash. This involves understanding the procedural implications of each decision
• Perform manual validation on “Trust” portfolios and ensure applicable procedures are followed
• Provide recommendations regarding best practices for completing a particular transfer, including cost considerations

Qualifications:

• Must be a graduate of any business course preferably Finance or Business Management
• Candidate must have at least 3-4 years working experience in securities and investment environment
• Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and must be willing to work on a night shift schedule

Skills to Hire/Nice to Haves:

• Excellent analytical, research and problem-solving skills
• Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills.
• Proficient in MS Office applications especially Excel. Knowledge in Macro/VBA is an advantage.
• Willing to work on a fixed night shift schedule (8AM to 5PM EST)

Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM

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