Retail Reporting Specialist

🕒 2 dias atrás

🌐 Estados Unidos, Canadá – Remoto

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🍂 Massachusetts – Remoto

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💵 $61.875 - $103.125 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🚫👨‍🎓 Sem graduação necessária

👻 Score fantasma 0%

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🗣️🇺🇸🇬🇧 Inglês obrigatório

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Manulife

10.000+ funcionários

🛡️ Seguros

💸 Finanças

Insurance • Finance

A Manulife é uma empresa multinacional canadense de serviços financeiros, focada em seguro e gestão de patrimônio. Ela se descreve como uma facilitadora de decisões e melhoria de vidas através de proteção de vida e saúde, soluções de aposentadoria e investimento, com uma presença global que inclui marcas como John Hancock nos Estados Unidos. A empresa enfatiza a inovação digital, inteligência artificial, sustentabilidade e crescimento inclusivo, enquanto oferece serviços de carreira e ao cliente mundialmente.

Descrição

• Complete cyclical due diligence questionnaires for mutual funds, ETFs, and closed-end funds offered through John Hancock Investment Management • Support Retail Distribution teams by delivering accurate, timely, and high-quality questionnaire responses • Prepare, edit, and complete monthly, quarterly, annual, and ad hoc questionnaires within established deadlines • Coordinate all aspects of the DDQ production process to meet firm quality standards • Research and validate responses using approved databases and other identified sources • Partner with subject matter experts across the organization to source and confirm ad hoc responses • Support additional team projects as required • Collaborate with colleagues supporting Manulife Investment Management institutional product offerings • Report to the Director, Proposal Services, US & Asia

🎯 Requisitos

• Minimum of 2 to 4 years of related experience in the financial services industry • Highly effective written and verbal communication skills • Ability to work effectively with various levels of management and internal clients • Ability to manage multiple concurrent projects, prioritize tasks, and meet strict deadlines • Excellent organization and project management skills • Strong attention to detail • Strong analytical skills and ability to identify inaccurate or inconsistent data • Ability to work effectively and respectfully with people who bring diverse skills, backgrounds, and experience • Self-motivated, entrepreneurial mindset, strong sense of ownership, and ability to work independently or collaboratively • Proficiency with Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint • Preferred: experience with retail or mutual fund reporting • Preferred: Bachelor's or Associate’s degree, preferably in business, marketing, communications, or a related field • Preferred: experience using Qvidian or Loopio

🏖️ Benefícios

• Learning and career growth support • Flexible work environment • Well-being and inclusion support • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension/401(k) • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays annually • 3 personal days annually • 150 hours of vacation annually • 40 hours of sick time annually, or more where required by law • Statutory leaves of absence • Incentive compensation tied to business and individual performance

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