Private Lending Associate supporting Manulife Bank’s specialized lending solutions. Managing lending applications, documentation, case coordination, and advisor and client service.
About the role
- Associate reviewing structured-notes documentation and transaction data for iA Private Wealth, a Canadian insurance, savings, and wealth-management company. Coordinating issuance workflows and improving review quality.
Responsibilities
- Review structured notes documentation and related transaction materials, including term sheets, offering documents, pricing supplements, internal summaries, and trade details
- Ensure documentation accuracy, completeness, consistency, and alignment with approved product terms and internal standards
- Coordinate documentation, setup, review steps, approvals, and follow-ups with internal teams and external issuer partners
- Maintain structured notes transaction data and internal databases, trackers, and records
- Support advisor and internal stakeholder inquiries regarding product details, documentation status, and transaction information
- Coordinate with operations, compliance, legal, technology, and other internal partners on transaction setup, onboarding, documentation workflows, and issue resolution
- Identify improvements to review checklists, controls, workflow efficiency, data quality, and automation
- Assist with structured notes product information, internal reporting, advisor education, product awareness, and distribution materials
Requirements
- 2–4 years of experience in financial services, capital markets, structured finance, operations, compliance, legal documentation, or a role involving detailed review of financial, legal, or transactional documents
- Experience reviewing legal, financial, investment, or transactional documentation for accuracy, consistency, and completeness
- Strong attention to detail and ability to review complex documents accurately and efficiently
- Strong interpersonal skills and ability to work collaboratively with internal teams and external partners
- Interest in applying AI-enabled tools, checklists, and workflow improvements to documentation review
- Strong understanding of financial markets and investment products
- Interest in structured notes
Benefits
- A work environment where learning and development merge with a collective pursuit of excellence
- A healthy, safe, fair, and inclusive environment
- Hybrid work environment with flexibility and access to inspiring and innovative workspaces
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness/personal development days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- Flexible work model and work-life balance
- Accessibility assistance during the recruitment process
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