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Manulife Financial

Global financial services: insurance and investments

Retirement Analyst Co-op

Corporate Finance & FP&APosted on Nov 13
Internship · Winter 2027Boston, MA, USA$20.63 - $27.21 /hr

About the Job

Requirements

  • The candidate must be studying Finance, Economics, Business Administration, or have a relevant undergraduate degree.
  • The candidate must be highly numerate and have excellent Excel skills.
  • The candidate must have analytical and problem-solving skills and strong attention to detail.
  • The candidate must be able to interpret and apply retirement plan rules and regulations.
  • The candidate must be able to make recommendations based on quantitative analysis.
  • The candidate must have strong customer focus and oral and written communication skills.
  • The candidate must be able to prioritize and plan work to meet time-based deliverables.
  • The candidate must ensure data integrity while coordinating information from multiple sources across the organization.

Responsibilities

  • Lead annual benefit plan audit processes, working directly with vendors, third-party auditors, and internal teams.
  • Research and analyze market data, salary surveys, and retirement trends with the Retirement team to make recommendations and influence business decisions.
  • Assist with retirement-related customer service inquiries as needed.
  • Take primary accountability for specific assigned processes when applicable.
  • Prepare materials and presentations for project meetings.
  • Provide and update communication materials as appropriate.
  • Prepare periodic and moderately complex reports relevant to the retirement function to support business and human resources needs.
  • Propose and implement process changes to improve data quality, reduce response times, and eliminate unnecessary tasks.
  • Assist in coordinating and delivering departmental projects that may encompass any aspect of retirement.
  • Manage assigned initiatives and projects to successful and timely completion.
  • Participate in ad hoc projects and lead smaller projects.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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