Manulife Financial Corporation

Portfolio Oversight & Reporting Analyst

Manulife Financial Corporation$70K — $117K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in portfolio analytics and reporting.
  • Strong analytical and problem-solving skills.
  • Detail-oriented and able to manage multiple deadlines effectively.
  • Excellent verbal and written communication skills in a matrixed environment.
  • Bilingual in English and French is preferred, especially for candidates in Québec.

Responsibilities

  • Report on the bank portfolio, tracking spend and health across initiatives.
  • Analyze portfolio metadata to link outcomes with business results.
  • Ensure timely and accurate completion of project reporting.
  • Support annual planning by optimizing delivery processes.
  • Own the schedule for planning deliverables and artifacts.
  • Collaborate with Finance to align portfolio and financial strategy.
  • Develop ad-hoc reports and analyses as needed.

Benefits

  • Flexible work environment promoting well-being and inclusion.
  • Opportunities for career growth and continuous learning.
  • Access to comprehensive health and wellness benefits, including mental health support.
  • Pension and global share ownership plans available with employer matching contributions.
  • Generous paid time off including vacation and statutory leaves.
Full Job Description

The Portfolio Oversight & Reporting Analyst is a key part of the Manulife Bank Strategy, Governance and Controls team and will work to empower the delivery team through an appropriate balance of business agility and governance. This role will maintain ongoing portfolio analytics and reporting providing the right data and insights to drive outcomes in alignment with the bank’s strategic priorities. The ideal candidate is analytical and passionate about simplifying complex governance structures and driving the resolution of issues and risks critical to initiative success.

Position Responsibilities:

What you’ll do:

Ensure proper visibility on portfolio health in partnership with the delivery organization to drive expected outcomes by:

  • Reporting on the bank portfolio including, but not limited to, ART (Agile Release Train) spend and portfolio health including identifying trends, accomplishments, and risks at a macro level.

  • Collecting and analyzing high volumes of diverse portfolio metadata to support cataloguing and linking outcomes against key results.

  • Ensuring project artifacts and reporting are completed correctly and on time in all applicable reports and tools (e.g. GIA).

  • Supporting the annual planning process including recommending how to optimize delivery and organize work hypotheses based on the outcomes the business would like to achieve.

  • Owning the schedule of deliverables and artifacts for annual planning and DOA requirements.

  • Collaborating with the Finance team to ensure that the portfolio aligns with financial planning for the business.

  • Being primary point of contact for Segment tools (e.g. GIA, Viva Goals, Planview, etc.).

  • Developing ad-hoc reporting and analysis as requested.

How you’ll do it:

  • Have an understanding of delivery excellence including the necessary governance procedures and approvals in alignment with Manulife standards and the Outcome Delivery Framework.

  • Structure problems, analyze data and present complex findings in a clear, concise, and decision-driven manner.

  • Build relationships across the bank business and with our Segment partners.

  • Provide an unbiased view of reporting.

Required Qualifications

  • Effective conceptual, diagnostic, analytical and problem-solving skills.

  • Well-developed planning and project management skills.

  • Strong business, strategic, critical, and analytical thinking.

  • Extremely detail-oriented, self-starter, deadline-driven.

  • Strong communication skills, both verbal and written, with varying audiences in a matrixed environment.

  • Receptive and adaptive to an evolving, fast-paced environment.

  • Excellent writing, proofreading and content analysis skills.

  • Demonstrated success in effective project delivery withing a large organization.

  • Ability to partner and collaborate for win-win solutions.

Preferred Qualifications:

  • 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.

The role being advertised is an existing vacancy.

Referenced Salary Location

Waterloo, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$70,500.00 CAD - $117,500.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our .

About Manulife Financial Corporation

John Hancock's core retail products in the U.S. focus on providing financial solutions at every stage of our clients' lives. Our product suite includes life insurance, mutual funds, 401(k) plans, long-term care (LTC) insurance, and annuities. We distribute our products primarily through licensed financial advisors, and through John Hancock Financial Network, a national network of independent firms.

Manulife Financial Corporation Careers

Join the dynamic team at Manulife Financial Corporation, a leading global financial services group dedicated to helping people make their decisions easier and lives better. With a presence in more than 20 countries, Manulife offers a diverse range of job opportunities that empower professional growth and innovation in the financial sector. Work You’ll Do At Manulife, every position contributes to our inclusive culture of diversity, leadership, and innovation. We are committed to fostering a workplace where every team member feels valued and has the opportunity for personal and professional growth. Join us to be part of a company that values your skills and passion. Explore a Wealth of Opportunities Whether you're seeking your first internship or a seasoned professional aiming to advance your career, Manulife offers a spectrum of career paths ranging from finance and marketing to technology and customer service. Our job opportunities are designed to enhance your skills through robust training programs and hands-on experience in a supportive environment. Innovate with Us Drive transformation in the financial services industry with Manulife’s commitment to technology and innovation. Work alongside over 34,000 professionals globally, leveraging cutting-edge tools and processes that redefine how financial services are delivered. Be Part of a Great Team Manulife’s team-oriented approach ensures that everyone’s voice is heard and valued. Collaborate with talented professionals from diverse backgrounds to develop solutions that improve the lives of our customers. Enjoy the benefits of a global company that supports your ambitions with resources and opportunities to lead and innovate. Future-Proof Your Career Manulife supports your career journey with continuous learning and development opportunities. From leadership training to networking events, we provide the tools to succeed and the platforms to showcase your achievements. Our commitment to career growth ensures that your journey with us will be rewarding and impactful. Stay Connected Join Our Team Discover the range of job opportunities at Manulife by exploring open positions that match your skills and interests. We are always on the lookout for curious, driven, and innovative team players who are ready to make a difference. Keep Up to Date Stay informed with the latest company news, career tips, and industry insights—all from the people who work here. Manulife is dedicated to providing you with the resources to thrive in your career. Job Alert Emails Customize your experience by subscribing to receive job alerts and insider information tailored to your preferences. Learn about exciting and rewarding opportunities as they arise and how you can be a part of our transformative team. Join Manulife Financial Corporation today and be part of a leading company where your career is as rewarding as it is impactful. Explore how far your talents can take you in an environment built on respect, integrity, and a desire to achieve the best outcomes for our clients and our team.
Learn more about Manulife Financial Corporation
Size
38,000 employees
Market Cap
$33.4 billion
Industry
Founded
1887
5 Year Trend
+1%
NASDAQ

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