Lead Analyst – Wealth Business Intelligence (Bilingual)

Posted 03 May 2023

Lead Analyst – Wealth Business Intelligence (Bilingual) at Manulife

Wealth Management Full-time Montreal

Experience: Senior-Level
Education Required: Bachelor’s degree in business
Salary Range: Not Specified

Close date: 04 June 2023

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We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Position Description

Our Canadian Wealth and Asset Management Division which includes both the Manufacturing of Retail and Institutional Investment Products as well as the Distribution through Financial Advisors and Group Retirement is looking for a Lead Analyst – Wealth Business Intelligence to participate in our data-based transformation. The Data Strategy Team combines technology with product expertise to bring unequalled value to the Investment Sales, Strategy and Product teams. We evaluate, collect, analyze, and process data from a variety of internal and 3rd party sources for use in our Canadian Wealth and Asset Management business.

The Lead Analyst - Wealth Business Intelligence will:

Proactively monitor and track our daily activities. Initiate, research, and perform advanced data analysis for internal collaborators. Oversee the complete lifecycle of data integration: analysis, design, implementation and actively engage with the business on using the data to generate fact-based decisions. With the help of the data analysts; architect data flows, build out data pipelines and implement complex analytics. Build the data quality framework and governance processes to mitigate risk related to data inaccuracy.

The Lead Analyst is critical role that gives the ability to translate business problems to analytical solutions and insights. The incumbent understands the technologies and tools used by the IT, BI and Advanced Analytics Teams and can provide his view on how the data flows and data integration are impacting the business. You will be acting as a hub between all the Canadian Wealth and Asset Management users, IT and the Global data office.

Key Accountabilities:

Oversee the complete lifecycle of data integration – 50%

  • Conduct ongoing needs assessment interviews with customers to determine data requirements and test/validate all developed data models. Look for opportunities to streamline and consolidate data models effectiveness.
  • Additional functions include building data models, datasets and dataflows.
  • As a member of the team this role is required to participate in projects that support new need in data.
  • Transfer knowledge to the teams/departments through coaching/consulting.
  • Evaluate data consumption with the business to ensure a full understanding of the flow of data by the data analysts. Negotiate delivery dates with Clients based on the complexity of the request.
  • Partners with other internal divisions (e.g. Finance, Marketing Research) or external vendors.
  • Review the productivity model to determine alignment with business strategy, makes recommendations for enhancements.

Building and assuring the proper data quality and governance processes – 50%

  • Work with the Global Data Office to build and enhance Data Quality tests
  • This role will need to establish the escalation process of the Data Quality exception-based flags and work with internal divisions to fix issues related to data.
  • Develop effective communication with all different parties in case of data issues
  • Restructure our data governance function by monitoring tasks and update documentation. Analyze the data impact on the business and collaborate with the risk function to sign off on processes.
  • Mitigate End User Computing (EUC) risk on the team

Required Skill / Experience

Knowledge and Experience

  • Bachelor’s degree in business
  • 5+ years of relevant experience (experience in Operations, Investments would be considered an asset)
  • Familiar with Agile concept and methodologies


  • Passion for analyzing large and complex data sets and converting them into the information that drive business decisions.
  • Superior analytical acumen
  • Solid ability to document and monitor processes
  • Attention to details and effective verbal/written communication skills
  • Solid understanding of the upstream admin systems and downstream impacts to other areas
  • Experience in setting up data pipelines, processing data with complex analytics and ensuring data integrity
  • Effective problem solving and analytical skills. Ability to manage multiple projects and report simultaneously across different collaborators.
  • Structured thinking with ability to easily break down ambiguous problems and propose impactful solutions.


  • Solid teammate with a high commitment to quality work and service
  • Eager to learn
  • Establish a high level of peer trust and confidence and maintain positive customer relationships
  • Good negotiation and organizational skills
  • Ability to work effectively in a self-directed manner
  • Highly motivated and driven, able to work with minimal supervision
  • Ability to work directly with senior management contacts within Manulife
  • Flexible and creative to solve customer needs and assignments as assigned
  • Ability to develop positive internal business relationships and contacts
  • Always looking for ways to make continuous improvements
  • Positive attitude and willingness for continuous learning of new technologies
  • Deep understanding of the Azure Cloud solution
  • Deep understanding of Power BI
  • Bilingualism required for positions based in Montreal (English/French)

Key Problems/Challenges:

  • Adapt to new reporting, analytical and statistical processes and technologies
  • Multiple tasks with high volume and competing priorities
  • Develop and design effective reporting and analytical findings based on ambiguous information and unclear requests
  • Provide exceptional service in all business relationships while maintaining integrity and accuracy

Scope (Dimensions & Organizational Impact):

This position has the authority to:

  • Make recommendations to management based on analysis of sales and activity reporting, impacting business decisions and direction
  • Working from sometimes ambiguous requests, this role has the freedom to create reporting designs and solutions to meet the business requirements
  • Provide reporting coaching, training, support and mentoring to retail sales teams as required
  • Proactively seek opportunities to automate the most time and resource intensive processes to optimize the production and delivery

What motivates you?

  • Obsessing about customers, listening, engaging and act for their benefit.
  • Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

Our commitment to you

  • Values-first culture
  • We lead with our Values every day and bring them to life together.
  • Boundless opportunity
  • We create opportunities to learn and grow at every stage of your career!
  • Continuous innovation
  • We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion
  • We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship
  • We build a business that benefits all stakeholders and has a positive social and environmental impact.

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