Associate Manager, Audit and Advisory Services

The Associate Manager, Audit and Advisory Services, is accountable for delivering high-quality work of all types (key risk audits, defined procedures, project risk reviews, advisory and other special projects), providing high quality, professional, cost-effective and valuable results. The primary focus of this position is to work on internal audits within the North America General Account Group and the Wealth and Asset Management Segment of Manulife Financial. The General Account Group manages investment portfolios related to the insurance business, and the Wealth and Asset Management segment manages third party assets (i.e. mutual funds, institutional client funds, separately managed accounts). Audits of these businesses cover a wide range of asset classes in both the public and private markets, including equity, fixed income, derivatives, commercial mortgages, timber and agriculture. The audits include portfolio management & trading (front office), investment operations, compliance and risk management.

This is a Hybrid opportunity in our Boston or Toronto office where you will come into the office Tues, Wed, Thurs and can work from home on Mon and Fri.                                                                                                                                  

Position Responsibilities:

• Implement audit and advisory assignments and special projects in accordance with department and IIA standards.
• Develop adequate understanding of the risks being handled by the unit being evaluated to assess the controls in place to mitigate these risks.
• Assist in planning, driving engagements to deliver on the annual plan and assist project leads in reporting.
• Prepare meaningful, concise, and well-articulated working papers, findings and recommendations.
• Handle and communicate expectations regarding work deadlines and deliverables.
• Follow up on open issues with management, maintain open communication and owning the remediation testing of issues.
• Apply analytical skills and be open minded to explore different ways to audit and advise and active use data analytics.
• Lead various SOX processes, assist in SOX Planning, and provide oversight during walkthrough and testing phases.
• Develop and maintain positive relationship with management.

Required Qualifications:

• 3 to 5 years of internal audit, risk management, operations or equivalent business or advisory/consulting experience.
• University degree is required. 
• Experience and knowledge of investments and asset management business risks, regulations and processes is required.
• Knowledge of investment areas such as portfolio management, operations, credit risk, hedge accounting, complex derivative instruments, private equity investments and/or investment valuations would be desirable.
• Experience in using data analytics to improve audit coverage and efficiency of audit processes.
• Knowledge of audit methodologies, control frameworks and risk management practices, and SOX requirements.
• Strong written and oral communication skills, ability to effectively communicate ideas and recommendations, and to listen and consider ideas of others.
• Ability to work efficiently in diverse environments and cultures.

Preferred Qualifications:

• A recognized accounting (CPA, CA) or auditing (CIA, CISA) designation is preferable.

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.
• As part of our global team, we’ll support you in shaping the future you want to see.

#LI-Hybrid

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].

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.