Job Description
Drive efficiency in investment operations as a Portfolio Management Analyst at Manulife in Burlington, Ontario. This hybrid position involves maintaining a complex platform relied upon by portfolio managers.
In your role, you'll support the daily operations of the portfolio management system, ensuring it remains accurate and functional for advisors. You will tackle responsibilities like resolving inconsistencies, updating data settings, and creating clear documentation for effective user support. Your meticulous approach is key to enhancing the system’s overall performance and assisting in continuous improvement projects.
Key Responsibilities:
• Update and maintain records within the portfolio management system
• Monitor platform for data issues or missing information
• Assist in systematic maintenance of investment group households
• Help in testing updates and new functionalities
• Create step-by-step instructions and reference guides
Requirements:
• 1–3 ye...
In your role, you'll support the daily operations of the portfolio management system, ensuring it remains accurate and functional for advisors. You will tackle responsibilities like resolving inconsistencies, updating data settings, and creating clear documentation for effective user support. Your meticulous approach is key to enhancing the system’s overall performance and assisting in continuous improvement projects.
Key Responsibilities:
• Update and maintain records within the portfolio management system
• Monitor platform for data issues or missing information
• Assist in systematic maintenance of investment group households
• Help in testing updates and new functionalities
• Create step-by-step instructions and reference guides
Requirements:
• 1–3 ye...