Private Assets Financial Reporting Technical Lead

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 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.
• Bachelors 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 ( 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:

• Well empower you to learn and grow the career you want.

• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team well 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 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 .