Retail Reporting Specialist

This is a fully remote position, open to applicants in United States, +2 more locations.

📋 Description

• Complete cyclical due diligence questionnaires for mutual funds, ETFs, and closed-end funds provided by John Hancock Investment Management.

• Assist Retail Distribution teams by delivering precise, timely, and high-quality responses to questionnaires.

• Prepare, revise, and finalize monthly, quarterly, annual, and ad hoc questionnaires within set deadlines.

• Manage all facets of the DDQ production process to adhere to the firm’s quality standards.

• Research and verify responses utilizing approved databases and other identified resources.

• Collaborate with subject matter experts across the organization to source and confirm ad hoc responses.

• Support additional team projects as needed.

• Work alongside colleagues supporting Manulife Investment Management’s institutional product offerings.

• Report to the Director of Proposal Services for the US & Asia.

⛳️ Requirements

• A minimum of 2 to 4 years of relevant experience within the financial services sector.

• Highly effective written and verbal communication abilities.

• Capability to work efficiently with various levels of management and internal clients.

• Ability to manage multiple simultaneous projects, prioritize tasks, and adhere to strict deadlines.

• Exceptional organizational and project management skills.

• Strong attention to detail.

• Robust analytical skills with the ability to identify inaccurate or inconsistent data.

• Ability to work effectively and respectfully with individuals who possess diverse skills, backgrounds, and experiences.

• Self-motivated with an entrepreneurial mindset, strong sense of ownership, and the ability to work independently or collaboratively.

• Proficient in Adobe and Microsoft Office applications, including Word, Excel, and PowerPoint.

• Preferred: experience in retail or mutual fund reporting.

• Preferred: Bachelor's or Associate’s degree, ideally in business, marketing, communications, or a related field.

• Preferred: experience with Qvidian or Loopio.

🏝️ Benefits

• Support for learning and career development.

• Flexible work environment.

• Support for well-being and inclusion.

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short- and long-term disability insurance.

• Life and AD&D insurance.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance programs.

• 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 per year.

• 3 personal days each year.

• 150 hours of vacation annually.

• 40 hours of sick leave per year, or more as required by law.

• Statutory leaves of absence.

• Incentive compensation linked to individual and business performance.