Manulife

Senior Financial Analyst (Valuation Oversight)

Manulife · Manila, Metro Manila, Philippines

Insurance · 10,001+ employees

13 h ago
Mid (2-5 yrs) Full-time Philippines
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About the role

Support the Private Alternative Investment Valuation Committee by managing valuation reviews and impairment testing for private equity and real estate investments. Coordinate with front office and pricing teams to ensure fair values are accurately recorded and reported.

What they look for

Financial Analysis Valuation Oversight Impairment Testing Private Equity Real Estate Appraisal MS Excel MS Power BI Financial Reporting Stakeholder Management Analytical Problem Solving Communication Skills Time Management

Requirements

Requires a Bachelor's degree in Accountancy or Finance and a professional designation such as CPA or CFA. Candidates must have at least 3 years of related experience and proficiency in MS Excel and Power BI.

Benefits

Career Growth Opportunities Flexible Environment Well-being Support Inclusion Programs

Full description

The Senior Financial Analyst along with the Valuation Oversight Team in North America will support the Private Alternative Investment Valuation Committee (PAIVC) in fulfilling its oversight and responsibilities of private alternative investment valuations and administration of the quarterly PAIVC meetings. All the responsibilities noted below will have to be executed in collaboration and remote supervision of team in North America.

Position Responsibilities:

  • Prepare the quarterly Private Equity scoping file and identify the investments that will be included in the upcoming quarter’s official valuation review process and impairment testing process.
  • Prepare the quarterly private equity impairment testing exercise and coordinate impairment recommendations with Front Office.
  • Generate the daily AC509 monitoring file to check for cash contributions, distributions, and return of capital for private equity investments.
  • Coordinate and administer the collection of valuation packages from the Front Office.
  • Perform first level interim and full reviews of internally valued private equity investments and summarize results.
  • Assist in the compilation and review of materials for the quarterly PAIVC meeting.
  • Coordinate and complete the review of Real Estate appraisals to ensure the use of market data by appraisers in determining the key valuation assumptions and that the valuation methodologies used by appraisers are in line with market practice.
  • Coordinate and perform the first level of review for MIMPEC Fund valuations.
  • Work with AIA and Pricing teams to ensure fair values for investments, as approved by PAIVC, are correctly uploaded to SCD.
  • Strong focus on collaboration and relationships with various internal and external stakeholders
  • Assist with ad-hoc projects and new initiatives within the department

Required Qualifications:

  • Bachelor’s degree in Accountancy or Finance, preferred
  • Professional Accounting or Finance Designation (CPA or CFA) is required;
  • A minimum of 3 years of related business experience
  • Excellent verbal and written communication skills with high degree of confidence.
  • Excellent analytical and problem-solving skills
  • Ability to work independently and establish priorities to meet deadlines
  • Advanced level of proficiency in MS Excel and other MS office tools (e.g. Word and PowerPoint to develop reports, documents and presentations), as well as MS Power BI
  • Must be willing to work mid-shift (3PM-12AM Manila time) and report on-site up to three times a week (subject to change based on business needs).

Preferred Qualifications:

  • Strong attention to detail and aptitude to learn
  • Ability to multi-task, effectively prioritize, work under tight timelines and manage multiple stakeholders;
  • Well organized and with high level of energy and initiative to perform in a fast paced and challenging environment

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact hr@manulife.com.

Working Arrangement

Hybrid