Senior Manager, Employer Health Strategy at Manulife developing health strategies through data analysis and client partnership. Drive insights from health data into strategic recommendations and actionable plans.
About the role
- Manager overseeing the Fengate Private Markets Fund operations, managing financial reporting and portfolio allocations. Collaborating with teams across Infrastructure, Real Estate, and Private Equity sectors.
Responsibilities
- Manage the operations of the Fund, including capital activities (capital calls and distributions), investor and investment closings, fund flows, investor onboarding, and redemptions.
- Manage liquidity requirements to ensure the Fund meets operational and financial needs.
- Oversee the performance of portfolio allocations by tracking key financial metrics and conducting periodic review with the fund managers.
- Perform financial analysis, including portfolio allocation and scenario analysis by utilizing the fund model.
- Ensure compliance with regulatory requirements and governing fund documents.
- Coordinate with business units such as Infrastructure, Real Estate and Private Equity to ensure seamless fund operations.
- Serve as the primary point of contact for the Investor Relations team to assist with investor inquiries and fundraising initiatives.
- Review quarterly investor financial statements and investor reports.
- Identify and mitigate operational risks by implementing best practices in fund management and ensuring proper internal controls are in place.
- Liaise with the tax team and advisors to manage tax filings and compliance with the U.S. and Canadian tax authorities.
- Oversee the fund’s external administrator to ensure accuracy and completeness of accounting records and financial reports.
- Conduct ad-hoc financial analysis to support the Private Markets Fund team and broader Fengate team, including asset management, legal, investments, etc.
- Provide mentorship and guidance to team members to ensure their growth and professional development.
Requirements
- CPA designated with 5-7 years of experience.
- Preference given to candidates with private fund and/or asset management experience.
- Undergraduate degree in accounting, finance, or other relevant technical discipline.
- Strong attention to detail.
- Self-motivated and proactive, with the ability to manage workload and drive professional development.
- Excellent analytical, and problem-solving skills.
- Commitment to high-quality standards with a continuous drive to explore new approaches, insights, and presentation methods.
- Proficiency in Microsoft Excel and PowerPoint; financial modelling experience or training would be an asset.
- Proven ability to manage multiple tasks with strict deadlines while working collaboratively within a team.
- Excellent interpersonal and communication skills, with the ability to build and maintain effective relationships with both internal and external stakeholders.
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