Investment Analyst

Reposted Yesterday
Be an Early Applicant
Quezon City, Metro Manila, National Capital Region
In-Office
Senior level
Fintech • Insurance • Financial Services
The Role
The Investment Analyst processes credit data, supports reporting for management, improves processes, and assists in system maintenance and documentation within the Middle Office team.
Summary Generated by Built In

The Investment Analyst is responsible for the accurate and timely processing of Credit Processes and Reporting for use of Senior Management, Portfolio Managers and Credit Risk requirements of General Account Credit Asia. The analyst will provide support to front office business unit and serve as the middle office support and contact for any related issues. The role involves processing, monitoring, analysis, reconciliation, and investigation of various data, understanding of risk factor and reporting rules and assisting in the development of new process and procedures within the GA Middle Office Asia Team in MBPS.

Position Responsibilities:

  • Processing of Credit Processes. This includes updating daily requests in Full General Account (“Full GA”) database and archiving in General Account Data and Control folder and Global Credit and Research Repository.

  • Consolidate and communicate Weekly and Monthly Rating Changes and Early Credit Warning Indicators

  • As training progresses, analyst will help in the preparation of Weekly Credit Utilization Reports, Monthly Exposure Summary for Annual Review and other reports such as Malaysia Credit Log, Capital and Legal structure, etc

  • Perform other audit/adhoc task as required by CAT and Business Unit

  • Process Improvement. Develop/improve current database and reporting tools to ensure accuracy and maximize efficiency

  • Assist in preparation work with respect to the upcoming replacement of Global Credit Repository system and Connections Plus

  • Support in Allvue system maintenance for Asia Annual reviews

Required Qualifications:

  • University degree in Business/Finance/Economics or any related course

  • 5+ years of progressive experience in a financial services company and/or shared services environment

  • Good understanding of the end-to-end production environment, and the impact of changes to the reporting process, production schedule, and all the systems and applications supported by Manulife

  • Excellent analytical, problem-solving, and influencing skills

  • Ability to work and adapt in a changing environment while managing time and workload within set timelines

  • Strong interpersonal skills and ability to work effectively across cultures. Excellent English written and verbal communication skills

  • Intermediate to Advanced knowledge of Excel (i.e. mastery of excel formulas and pivot tables is a must; VBA is a plus). Proficient in MS Office suite including Outlook, Word, Power Point, and Project. Candidate must also be willing to learn PowerBI as a reporting tool and share knowledge with GMOA

  • Capable of building a business case for potential process improvements including cost/benefit analysis

Preferred Qualifications:

  • Excel (VBA), PowerBI, and MS Access (SQL and VBA) experience.

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

Top Skills

Excel
Ms Access
MS Office
Power BI
VBA
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The Company
HQ: Toronto, Ontario
32,427 Employees

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.
Visit www.Manulife.com to find out more.

For Manulife terms of use, please visit http://bit.ly/SM_Terms

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