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Senior Business Analyst – Trust & Custody

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

infoinfo

💵 $92.5k - $160.3k / year

⏰ Full Time

🟠 Senior

🧐 Business Analyst

Where this job comes from

Posted on Manulife's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

Logo of Manulife

Manulife

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Help shape a new trust operations ecosystem covering people, process, and technology • Support integration with a third-party sub-custodian • Design and strengthen the operating model for cash reconciliation and transitional processes • Embed rigorous controls, clear ownership, escalation paths, and sustainable procedures to minimize operational risk • Act as subject matter expert for trust operations • Establish training collateral and procedure documentation • Work with the learning and development team to deliver training • Analyze operational processes to identify potential risks and develop mitigation strategies • Define and monitor KPIs for operational efficiency and vendor oversight • Continuously optimize processes to improve efficiency and effectiveness • Lead various trust operations projects and assist with detailed project plans • Prepare and present regular updates and status reports to management and partners • Elicit and document business and technical requirements for team platforms and systems • Ensure technology solutions align with business objectives in collaboration with product management and technology teams • Perform other duties as assigned

🎯 Requirements

• Background and experience in mutual fund operations • Experience in process design • Experience in risk mitigation • Proven ability to work closely with various partners • Proven expertise in FIS OMNI, including OmniTrade, OmniDC, and OmniScript • SQL proficiency • Excel proficiency • Power BI proficiency • Solid understanding of mutual fund operations, retirement, and/or transfer agent record keeping • Strong reconciliation skills involving cash and securities • Excellent communication and facilitation skills • Ability to influence diverse teams and translate technical information into business value • Ability to think strategically, assess alternatives for short- and long-term impacts, and act decisively • Strong influencing skills and ability to make sound recommendations

🏖️ Benefits

• Incentive programs and incentive compensation tied to business and individual performance • Flexible work environment • Health insurance • Dental insurance • Mental health benefits • Vision insurance • Short- and long-term disability insurance • Life and AD&D insurance coverage • Adoption/surrogacy benefits • Wellness benefits • Employee/family assistance plans • Retirement savings plans, including pension/401(k) savings plans • Global share ownership plan with employer matching contributions • Financial education and counseling resources • Up to 11 paid holidays per year • 3 personal days per year • 150 hours of vacation per year • 40 hours of sick time per year, or more where required by law • Statutory leaves of absence • Remote working arrangement • Reasonable accommodation during the application process

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