Portfolio Manager, Multi Asset Solutions Team

Posted:
10/4/2024, 3:21:50 AM

Location(s):
Boston, Massachusetts, United States ⋅ Massachusetts, United States ⋅ England, United Kingdom ⋅ London, England, United Kingdom ⋅ Hong Kong, China

Experience Level(s):
Expert or higher ⋅ Mid Level ⋅ Senior

Field(s):
Business & Strategy

As a Portfolio Manager within the Multi Asset Solutions Team, you will work across the global MAST organisation to deliver compelling outcome orientated solutions across channels (Institutional, Retirement and Retail). As we continue to evolve our solutions capabilities and solutions you will have opportunities to help shape the development of the business.

Position Responsibilities:

  • Design, Structuring and management of Derivative strategies and portfolios across asset classes including: Option strategies (income enhancement, protection etc.), QIS

  • Management of cross asset class portfolios and solutions across a range of client outcomes including benchmark relative, peer relative, risk managed and outcome orientated

  • Working closely with regional head of team to continually improve process, analytics and risk management

  • Ensure that portfolios are positioned and managed in accordance with global framework and asset allocation views

  • Proactively contribute to product development and innovation in close collaboration with key stakeholders including product , client relationship, and distribution teams

Focus of role:

  • Build and maintain close working relationships with key stakeholders

  • Identification and articulation of investment strategies and theses to enhance client investment outcomes

  • Part of PM team to deliver and manage Trend and QIS / Macro strategies

  • Focus quantitative, derivative and tactical positioning within portfolios, direct management as part of team for dynamic asset allocation portfolios across client channels

  • Working with regional head of team ensure alignment of resources and capabilities to deliver on strategic objectives

  • Contribute to global forums for portfolio trade ideas and positioning

  • Support the asset gathering process through the effective delivery of presentations, participation in conference calls, assisting in the development of investment-related marketing material.

  • Contribute to asset allocation research efforts including the analysis of asset classes and investment managers.

  • Direct regular portfolio review process by contributing to annual optimization studies, regular performance attribution and other portfolio analytic efforts, including ongoing competitive analysis.

  • Ensure effective alignment and risk management of portfolios to global framework

Required Qualifications:

  • BA/BS Degree required, Masters degree or higher preferred.

  • CFA designation desirable.

  • Minimum of ten years of investment experience.

  • Deep understanding of asset allocation techniques and concepts including portfolio construction disciplines

  • Extensive derivative knowledge essential

  • Strong client facing skills

Additional:

  • Coding skills to develop / maintain analytical tools and portfolio construction models (Python preferred)

  • Portfolio Management, optimization and construction techniques across multiple asset classes

  • Demonstrable track record in delivering excess returns via tactical positioning (outright, relative value etc.)

  • Derivatives to manage investment allocations and portfolio outcomes (including explicit risk managed strategies)

  • Understanding and experience across investment disciplines with track record in delivering superior investment returns via discretionary portfolio management

  • Advanced user of Microsoft Office, Bloomberg etc..

  • Knowledge of the investment marketplace across region and channels, industry trends, mutual funds etc.

  • Strong written and oral communication skills

When you join our team:

  • We’ll empower you to learn and grow the career you want.

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

  • As part of our global team, we’ll 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 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].

Working Arrangement

Hybrid