Fund Onboarding Analyst
John Hancock is a leading international financial services provider, and they are seeking a Fund Onboarding Analyst to support fund onboarding and product lifecycle events. The role involves collaborating with cross-functional teams to enhance operational efficiency and manage various projects related to fund administration.
Responsibilities
- Assist in planning new product launches
- Support the development of operating models
- Help draft fund contracts and negotiate fees
- Assist in establishing accounting practices and implementing technology solutions
- Manage several projects simultaneously and prioritize between projects
- Identify issues, assess risks, and escalate items as needed
- Build relationships with internal stakeholders and external vendors
- Manage multiple tasks simultaneously with strong attention to detail
- Contribute to business process improvements
- Support vendor management activities
- Facilitate department procedures and ensure workflow integrity
- Manage the document and procedure library
- Troubleshoot and assist in resolving complex issues
- Participate in projects and collaborative initiatives
Skills
- Bachelor's degree in Finance, Accounting or Business
- 1-3 years of experience in financial services or related fields
- Detail-oriented with strong organizational skills
- Ability to work effectively within a team
- Proficiency with Microsoft Office Suite
- Ability to independently progress work with minimal supervision
- Must take initiative to move a project forward in the absence of immediate guidance from onboarding managers
- Excellent oral and written communication skills with the ability to articulate information and ideas effectively to cross-functional teams and external vendors
- Communicates issues to the team and proposes recommendations for resolution
- Ability to secure resources across different teams to address issues
- An MBA or CPA is a plus
Benefits
- Health
- Dental
- Mental health
- Vision
- Short- and long-term disability
- Life and AD&D insurance coverage
- Adoption/surrogacy and wellness benefits
- Employee/family assistance plans
- Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
- Financial education and counseling resources
- Generous paid time off program in the U.S. includes up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law) each year
- Full range of statutory leaves of absence
Company Overview
Company H1B Sponsorship