The Client Portfolio Analyst (“CPA”) is responsible for completing a variety of analyses related to product management, including the interpretation, articulation and dissemination of key investment content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies. This position works within the designated Client Portfolio Managers (“CPM”) assisting any of their data and reporting needs. Analysis and content developed by the CPA supports the firm’s efforts to provide outstanding client service and to gather and retain assets. The CPA must continuously grow and adapt to changing demands and a wide range of requests for support as markets, strategy lifecycles and performance cycles change. The CPA must excel at working independently and prioritizing work demands while collaborating with many groups across the enterprise.

 

Responsibilities

• Generates, reviews, analyzes and interprets attribution and positioning data and creates custom analyses and reports tailored to specific strategies and clients

• Works with Distribution/Relationship Management/Client Service to respond to client information requests on various topics

• In conjunction with the marketing group, develop and QC marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams

• Supports the completion of monthly and quarterly client reporting - includes writing strategy commentaries, validating portfolio characteristics and performance and ensures that all reports are completed accurately and in a timely manner

• Support Equity CPMs and portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and consultant questions

• Compiles analysis or data points for client meetings as requested by the CPM, e.g., may comprise writing specific holding descriptions or more detailed information on portfolio positioning.

• Conduct ongoing research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products

• Work closely with CPMs in the content creation process including custom presentations, exhibits and analysis (e.g. sales kits, market outlook slides, new product collateral, etc.) used by CPMs, PMs and other stakeholders (sales, product, marketing teams)

• Remains knowledgeable about current market and industry news as well as important announcements and events related to top strategy holdings and portfolio positioning

• Strives to improve investment knowledge by conducting research and reading articles

• Fosters and develops relationships with other departments

• Key functional back-up of CPMs on all client servicing/reporting activities

• Develop and maintain knowledge on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers

 

What motivates you?

• You obsess about customers, listen, engage and act for their benefit

• You think big, with curiosity to discover ways to use your agile approach and enable business outcomes

• You thrive in teams and enjoy getting things done together

• You take ownership and build solutions, focusing on what matters

• You do what is right, work with integrity and speak up

• You share your humanity, helping us build a diverse and inclusive work environment for everyone

 

What we are looking for

• Bachelor’s degree is required.

• 2-5 years of related investment work experience

• Strong interest in the investment marketplace, and eagerness to learn trends and needs of both institutional and retail sales channels and relationship management process

• Outstanding analytical skills, both quantitative and qualitative

• Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization

• Able to prioritize work demands and meet deadlines

• Self-motivated, enthusiastic, responsible, organized, and detail-oriented

• Excellent written and verbal communication skills

• Proficiency in Microsoft Office suite (Excel, Word, PowerPoint) and familiarity with key industry related software and databases; some FactSet and Morningstar experience preferable

 

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 provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

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 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 [email protected].

Toronto, OntarioHybrid

Salary range is expected to be between

$74,000.00 CAD - $111,000.00 CAD

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 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.