Senior Analyst - GWAM Strategy & Transformation
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Requirements
- Strong organizational and project coordination skills, with the ability to manage multiple priorities and deliver against timelines
- Ability to synthesize both quantitative and qualitative information into clear takeaways
- Strong written and verbal communication skills
- Comfort working in a fast ‑ paced, evolving environment with multiple stakeholders
- Sample Deliverables/ Outcomes for North America Strategy
- Support the quarterly GWAM Performance Scorecard process. This would include collecting data points, running them through our scorecard model, and preparing a standardized report with outputs that can be shared with senior leadership (GWLT)
- Support quarterly Enterprise Strategy dashboard process. Help collect the relevant business highlights and metrics to demonstrate GWAM's progress across our strategic imperatives
- Sample Deliverables/ Outcomes for Asia
- Conduct end ‑ to ‑ end process discovery and walkthrough sessions to document current ‑ state operational and support processes. E.g. Bank recon process using tools such as value stream mapping.
- Develop high ‑ quality project deliverables (process maps, policies, procedures, data analysis, management readouts) and support business owners in implementing agreed improvements.
- Act as a junior PM to support end ‑ to ‑ end finance and operations transformation projects, covering reporting, data flows, controls, and platform migrations (e.g., EDL, Power BI).
- Own minor projects independently for delivery: scope, milestones, risks, stakeholder coordination across Finance, Ops, Tech, and vendors.
- Act as a project coordinator between Finance/Ops and Technology, defining requ
Additional Information
The GWAM Strategy & Transformation team plays a critical role in shaping and delivering Manulife's strategic priorities. The team is accountable for developing and refining strategy, supporting execution across the business, identifying gaps or risks to delivery, and tracking progress against GWAM's strategic objectives. As a Senior Analyst, you will support high-priority strategic and transformation initiatives by providing strong analytical support, project coordination, and clear communication. This role is well-suited for a highly organized, analytically minded individual who is comfortable working with data, synthesizing qualitative information, and collaborating with multiple stakeholders to deliver outcomes on time. Position Responsibilities: Quantitative & Data Analysis Independently own data collection, data validation, and analysis Analyze financial, operational, or performance data to identify trends, issues, and actionable insights Develop dashboards and visualizations to support decision ‑ making and progress tracking. Provide expert-level analysis and interpretation of complex data, trends, and business issues to enable informed decision-making. Establish and continuously improve standards, frameworks, and methodologies within the scope of work. Qualitative Analysis & Process Review Review and synthesize qualitative information, including process documentation, policies, management readouts, and operating materials Support process mapping and documentation to identify gaps, inefficiencies, or opportunities for improvement Summarize key findings clearly and concisely for senior audiences Executive Presentation & Materials Develop clear, structured presentations that translate data and analysis into insights Support the presentation of process maps, project trackers, and reporting materials through slides. Influence key stakeholders through data-driven insights, presentations, and advisory engagement. Support leadership in decision-making processes, including scenario analysis, risk assessment, and solution evaluation. Project Management Support Support the execution of initiatives by coordinating workstreams, tracking milestones, and supporting day ‑ to ‑ day project activities Work closely with cross ‑ functional stakeholders to manage timelines, scope, and dependencies Proactively identify risks, issues, and bottlenecks, and escalate with clear options and recommendations Identify and implement process improvements, automation opportunities, and best practices. Stay updated on industry trends, tools, and methodologies, integrating them into the function. Contribute to knowledge sharing, capability building, and institutionalizing expertise. Prepare regular project updates, status reports, and progress trackers for internal stakeholders. Required Qualifications: University degree in business, finance, economics, or a related field 3-5 years of relevant experience in strategy, transformation, project management, or analytical roles Strong proficiency in Microsoft Excel, with demonstrated numerical aptitude and ability to independently analyze data Basic knowledge of Power BI or similar data visualization tools Solid PowerPoint skills with the ability to present data and insights in a clear, executive ‑ ready format
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