Manulife Logo

Manulife

Investment Analyst

Posted 20 Days Ago
In-Office
3 Locations
76K-127K Annually
Junior
In-Office
3 Locations
76K-127K Annually
Junior
The Investment Analyst will support senior analysts in managing fixed income portfolios, conduct financial modeling, analyze risks, and contribute to new investment opportunities while attending meetings and preparing reviews.
The summary above was generated by AI

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.

Position Responsibilities:

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.

Qualifications:

  • A Bachelor’s degree.

  • Well developed quantitative and qualitative analytical skills.

  • Highly developed written and verbal presentation skills.

  • Competency in office software.

  • 0-2 years of relevant experience.

  • Pursuing or planning to pursue the CFA designation or an MBA

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].

Referenced Salary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$76,000.00 USD - $127,000.00 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.)

Top Skills

Office Software

Similar Jobs

Junior
Financial Services
As an Analyst, you'll support shareholder engagement and M&A advisory by managing advisory mandates and producing detailed analyses and deliverables.
Top Skills: ExcelPowerPoint
13 Days Ago
Hybrid
New York, NY, USA
Junior
Junior
Financial Services
As an Analyst in the Mid-Cap Investment Banking team, you'll support M&A execution, develop financial models, and prepare client presentations, enhancing your skills and career growth.
Top Skills: AccountingFinancial AnalysisFinancial ModelingValuation
13 Days Ago
Hybrid
New York, NY, USA
Junior
Junior
Financial Services
As an Analyst, you will execute transactions, build financial models, draft presentation materials, and support due diligence in investment banking.
Top Skills: Financial Modeling SoftwareExcelPowerPoint

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account