Senior Analyst, Global Real Estate Financial Analysis & Operations

Manulife Investment Management (“MIM”) is the global wealth and asset management segment of Manulife Financial Corporation.

MIM’s real estate platform provides investment solutions globally as part of its comprehensive private markets capabilities. As of December 31, 2025, its sustainably operated platform offers core, core-plus, and value-add strategies spanning over 95 million square feet of office, industrial, retail, multi-family assets strategically across Canada, the United States, and Asia-Pacific. The Global Real Estate team (“GRE”) leverages its global platform and regional market knowledge to identify opportunities and drive results for its investment clients.

General Accountability:

The Senior Analyst is a member of the GRE Operations team and contributes to the financial analysis and operations of the GRE platform, working alongside other GRE teams, third-party managers, and the MIM Investment Operations team. Responsibilities include review and oversight of the third-party portfolio accounting and reporting deliverables, development and management of the global budgeting and forecasting policies, timeline and deliverables, compliance with relevant SOX controls, and management of ongoing technology automation such as Anaplan, Yardi, and other AI initiatives.

The Senior Analyst will also provide financial and operational support for GRE’s strategic initiatives, as required.

The role requires a highly capable and accountable finance professional who is motivated to strive for success and be part of a highly engaged team focused on growing an investment management business. The incumbent will need to develop high levels of rapport and respect with key stakeholders.

The role will directly report to Director, Global Real Estate Financial Operations and liaise with the key members of the GRE team and other teams within MIM.

Responsibilities:

Portfolio Accounting and Reporting Oversight

Actively manage third-party accounting and reporting partners, including:

• Perform initial review of the portfolio-level accounting and reporting deliverables for reasonability and accuracy. The third-party portfolio accounting manager will be responsible for reviewing property-level financial information and reports.

• Oversee the monthly tracking and evaluation of third‑party reporting deliverables, reporting on accuracy and timeliness issues and concerns.

• Follow up with third-party managers on any unresolved exceptions and issues that were flagged by the third-party portfolio accounting manager.

Platform Financial Analysis, Planning and Forecasting

Contribute to financial analyses and forecasting modeling that provides insightful management reporting for GRE and MIM management.

• Assist with production of accurate and timely forecasting of revenue, expense, and profitability of the GRE business and its investment products

• Review revenue share modeling from operating partners to validate performance actuals and forecasts

• Review investment waterfall modeling to validate investment performance actuals and forecasts

• Maintain summary reporting schedules for all forecasting assumptions, including management fee rates, leverage assumptions, and operational responsibilities to MIM.

Technology Applications and Project Management

Embrace technology and support projects that continue to build GRE’s technology infrastructure to facilitate data connectivity and efficiencies.

• Oversee Anaplan models for existing deliverables and workflows

• Support the ongoing implementation of Anaplan for additional use cases to benefit the GRE platform.

• Work with Manulife’s Anaplan Center of Excellence (“COE”) and other internal/external stakeholders to make required updates to Anaplan models.

• Support the implementation of new Yardi modules

• Assist in the implementation of other AI capabilities for the GRE platform to streamline workflows and reporting processes.

Transactions, Strategic Initiatives and Projects

Actively contribute to transactions, initiatives and projects across the GRE platform, such as:

• Provide financial analysis for MIM GRE’s strategic initiatives and business projects as required. Where applicable, assist with development of project financials and performance tracking of initiatives.

• Assist with maintenance and management of policies and playbooks related to the financial operations of the GRE platform. 

Compliance Management

Contribute to the management of compliance requirements for operating controls:

• Manage the SOX controls walkthrough and testing reques