Private Assets Financial Reporting Technical Lead
Manulife
The Technical Lead for Private Assets Financial Reporting is responsible for driving the accuracy, integrity, and timeliness of financial reporting and operational processes within MBPS Alternative Investments. Reporting to the Manager, the role combines deep subject matter expertise with leadership capabilities to oversee complex financial operations, month-end close activities, and analytics that support business insights and decision-making.
This role leads technical reviews, strengthens financial controls, and supports governance reporting while also contributing to process improvement initiatives, automation, and special projects. In addition to technical oversight, the Technical Lead provides performance coaching, supports staff development, and contributes to succession planning. The role ensures alignment with business requirements through effective resource utilization and fosters a culture of continuous improvement and client-centric service
**Position Responsibilities:**
Financial Reporting
+ Oversee the preparation and review of financial reports, accounting operations, and analytics to ensure accuracy and timeliness.
+ Apply subject matter expertise to guide team processes, perform first-level reviews, and ensure high-quality deliverables.
+ Lead efforts to produce insightful financial analysis that supports business decision-making.
+ Ensure timely completion of monthly close activities and maintain the integrity of financial data.
+ Enhance financial controls and continuously improve reporting templates and processes.
+ Manage operational performance, issue resolution, and escalation protocols in coordination with onshore stakeholders.
Governance and Reporting
+ Maintain strong governance through regular reporting and communication with onshore leadership and key stakeholders.
+ Prepare and deliver ad-hoc presentations and updates to support strategic decision-making.
Resource and Capability Management
+ Ensure team members possess the necessary technical expertise through hands-on supervision and targeted training.
+ Support staff development through coaching, performance feedback, and succession planning.
+ Participate in talent acquisition and ensure optimal resource allocation aligned with business needs.
+ Monitor productivity and skill alignment to maintain operational efficiency.
Operational Support and Process Optimization
+ Lead day-to-day operations, ensuring task delegation and execution are efficient and effective.
+ Promote a client-centric approach to service delivery and operational excellence.
+ Act as project lead for process migrations, automation initiatives, and continuous improvement efforts.
+ Resolve critical operational issues and proactively manage controls to mitigate risks.
+ Conduct root cause analysis and implement timely solutions to production challenges.
+ Communicate operational updates and challenges to management and business units clearly and promptly.
Leadership and Performance Management
+ Drive team performance toward organizational goals through structured coaching and feedback.
+ Conduct regular performance reviews, one-on-one sessions, and productivity tracking.
+ Foster a high-engagement culture through sustainable team programs and initiatives.
+ Lead business reviews and produce performance dashboards covering productivity, utilization, and attendance.
+ Ensure compliance with Service Level Agreements (SLAs) and internal standards.
+ Collaborate with HR, Finance, and IT for administrative and operational coordination.
Special Projects
+ Lead and support strategic projects involving new services, products, or process enhancements.
+ Apply strong financial and analytical skills to deliver innovative solutions aligned with business objectives.
**Required Qualifications:**
+ 3-5 years of experience in Alternative Investments with a focus on Financial Reporting
+ Prior experience in Financial Reporting or Accounting related to Alternative Investments (private debt, senior loans, fixed income, and mortgages) is advantageous.
+ Proven experience in a similar role, demonstrating a strong understanding of business operations and process improvements.
+ Bachelor’s degree in Accounting, Finance, or a related field.
+ Proficient computer skills with the ability to quickly learn and adapt to new applications.
+ Proficiency in MS Office Tools such as PowerApps, Power BI, and Excel.
+ Experience with Accounting Platforms/Private Markets Platforms (e.g.,Workiva, Yardi) is an advantage.
+ Strong technical, analytical, organizational, and problem-solving skills.
+ Proficiency in project management and technology development.
**Preferred Qualifications:**
+ Demonstrated ability to thrive in an environment where adherence to procedures and controls is essential.
+ Client-focused approach with the capability to understand and address client requirements.
+ Ability to establish and maintain strong relationships with individuals at all levels and across various functions within the organization, as well as with external partners.
+ Quick learner and solutions-oriented, with the ability to escalate issues to management when necessary.
+ Exceptional attention to detail and a high level of accuracy.
+ Capability to react promptly and meet tight deadlines while maintaining precision and thoroughness.
+ Excellent oral and written communication skills in English, with strong comprehension abilities to effectively engage with internal and external stakeholders.
+ Demonstrated initiative and a collaborative team player mindset.
+ Excellent leadership, communication, and relationship-building skills.
+ Strong analytical and problem-solving abilities.
+ Ability to work collaboratively with cross-functional teams and manage multiple priorities.
**_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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
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En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
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