Fund Onboarding Analyst

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

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

  • John Hancock provides financial solutions, including life insurance, mutual funds, and long-term care insurance. It was founded in 1862, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is http://www.johnhancock.com.

  • Company H1B Sponsorship

  • John Hancock has a track record of offering H1B sponsorships, with 42 in 2025, 53 in 2024, 44 in 2023, 53 in 2022, 45 in 2021, 58 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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