The successful candidate will be responsible for supporting the Financial Institutions 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.
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 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.
Required Qualifications:
• A bachelor’s degree in finance, business, accounting or economics.
• Well developed quantitative and qualitative analytical skills.
• Highly developed written and verbal presentation skills.
• Competency in office software.
• Two to four 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 recruitment@manulife.com.
Primary Location
Boston, Massachusetts
Hybrid
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 recruitment@manulife.com 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.)