Investment Analyst

Posted:
8/26/2024, 5:00:00 PM

Location(s):
Toronto, Ontario, Canada ⋅ Massachusetts, United States ⋅ Boston, Massachusetts, United States ⋅ Ontario, Canada

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Finance & Banking

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. 

Working Arrangement

Hybrid

Job Description

The opportunity

The successful candidate will be responsible for supporting the ICED-T Team’s most senior analysts in the administration of their fixed income portfolios. Specific responsibilities will include writing annual reviews of portfolio investments, modeling financial results, reviewing company publications and third- party research, and meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an investment portfolio, as well as making investment recommendations, with the size and complexity of the analyst’s portfolio subject to the specific background and development of the analyst. The successful candidate must demonstrate an ability to perform the following functions or the capacity to attain proficiency in them after entering the position.

Investment Administration

  • Identify and analyze company-specific and industry-wide investment risks.
  • Develop a framework for developing credit ratings and rating tolerances.
  • Translate investment risks into a credit rating.
  • Become familiar with deal specific and industry standard documentation.
  • Attend management presentations and actively participate in discussions on company strategy and performance where appropriate.
  • Interface and build relationships with sell side and third party research analysts.
  • Prepare comprehensive written reviews of individual investments.
  • Communicate changes in investment risk across the investment team and broader investment management complex on a timely basis.

New Investment Opportunities

  • Contribute to efforts in researching markets, companies and industries for identifying new investment opportunities.
  • Contribute to and participate in a due diligence process that includes meeting with issuer management, company site visits and the development of documentation.
  • Contribute to the preparation of investment memoranda in support of investment recommendations.
  • Interface with Credit, Trading and Portfolio Management for your portfolio companies, serve as a backup analyst in the absence of a primary analysts.

Corporate Outreach

  • Attend and represent MFC/JH at conferences, roadshows and management meetings.
  • Contribute to associate analysts and intern recruitment efforts.
  • Contribute to direct marketing efforts through research, materials development and analysis.

What we are looking for

  • A bachelor’s degree.
  • Well developed quantitative and qualitative analytical skills.
  • Highly developed written and verbal presentation skills.
  • Competency in office software.
  • Up to four years of relevant experience.
  • Pursuing or planning to pursue the CFA designation or an MBA.

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture: We lead with our Values every day and bring them to life together.
  • Boundless opportunity: We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation: We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion: We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship: We build a business that benefits all stakeholders and has a positive social and environmental impact.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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 processAll 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 [email protected].

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Boston, Massachusetts

Salary range is expected to be between

$74,000.00 USD - $124,000.00 USD

If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)