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Manulife

Senior Business Analyst – Trust & Custody

Manulife

. Help shape a new trust operations ecosystem covering people, process, and technology .

Posted 11/6/2026full-timeRemote • Massachusetts • United StatesSenior💰 $92,475 - $160,290 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trust operations, focusing on process design, risk mitigation, and operational efficiency. Proficient in utilizing FIS OMNI tools and SQL to enhance operational workflows and ensure alignment with business objectives.

Highest-signal resume keywords
FIS OMNI ExpertiseSQL ProficiencyProcess Design ExperienceRisk Mitigation SkillsCash Reconciliation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
SQL ProficiencyExcel ProficiencyPower BI ProficiencyProcess DesignRisk MitigationCash ReconciliationOperational EfficiencyKPI MonitoringProject ManagementBusiness Requirement Documentation
Soft Skills
Excellent Communication SkillsFacilitation SkillsInfluencing SkillsStrategic ThinkingDecision-Making Ability
Tools & Technologies
FIS OMNIOmniTradeOmniDCOmniScriptPower BI
Industry Keywords
Mutual Fund OperationsTrust OperationsOperational RiskVendor OversightRetirement Record KeepingTransfer Agent Record Keeping

Tech Stack

Tools & technologies
SQL

About the role

Key responsibilities & impact
  • Help shape a new trust operations ecosystem covering people, process, and technology
  • Support integration with a third-party sub-custodian
  • Design and strengthen the operating model for cash reconciliation and transitional processes
  • Embed rigorous controls, clear ownership, escalation paths, and sustainable procedures to minimize operational risk
  • Act as subject matter expert for trust operations
  • Establish training collateral and procedure documentation
  • Work with the learning and development team to deliver training
  • Analyze operational processes to identify potential risks and develop mitigation strategies
  • Define and monitor KPIs for operational efficiency and vendor oversight
  • Continuously optimize processes to improve efficiency and effectiveness
  • Lead various trust operations projects and assist with detailed project plans
  • Prepare and present regular updates and status reports to management and partners
  • Elicit and document business and technical requirements for team platforms and systems
  • Ensure technology solutions align with business objectives in collaboration with product management and technology teams
  • Perform other duties as assigned

Requirements

What you’ll need
  • Background and experience in mutual fund operations
  • Experience in process design
  • Experience in risk mitigation
  • Proven ability to work closely with various partners
  • Proven expertise in FIS OMNI, including OmniTrade, OmniDC, and OmniScript
  • SQL proficiency
  • Excel proficiency
  • Power BI proficiency
  • Solid understanding of mutual fund operations, retirement, and/or transfer agent record keeping
  • Strong reconciliation skills involving cash and securities
  • Excellent communication and facilitation skills
  • Ability to influence diverse teams and translate technical information into business value
  • Ability to think strategically, assess alternatives for short- and long-term impacts, and act decisively
  • Strong influencing skills and ability to make sound recommendations

Benefits

Comp & perks
  • Incentive programs and incentive compensation tied to business and individual performance
  • Flexible work environment
  • Health insurance
  • Dental insurance
  • Mental health benefits
  • Vision insurance
  • Short- and long-term disability insurance
  • Life and AD&D insurance coverage
  • Adoption/surrogacy benefits
  • Wellness benefits
  • Employee/family assistance plans
  • Retirement savings plans, including pension/401(k) savings plans
  • Global share ownership plan with employer matching contributions
  • Financial education and counseling resources
  • Up to 11 paid holidays per year
  • 3 personal days per year
  • 150 hours of vacation per year
  • 40 hours of sick time per year, or more where required by law
  • Statutory leaves of absence
  • Remote working arrangement
  • Reasonable accommodation during the application process