The Client Portfolio Analyst (“CPA”) is responsible for completing a variety of analyses and creating reports on a monthly and quarterly basis. 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 while collaborating with many groups across the enterprise.

Responsibilities:

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

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

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

• Support dedicated CPM 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. This may comprise writing specific holding descriptions or more detailed information on portfolio positioning.

• 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.

Qualifications:

• Bachelor’s degree in Economics, Finance or a related field

• 1-3 years of related investment work experience

• Investment knowledge within Fixed Income asset class preferred

• Progress toward CFA/CAIA accreditations preferred

• Outstanding analytical skills, both quantitative and qualitative

• Excellent organizational and time management skills; ability to manage multiple priorities from multiple stakeholders and balance day-to-day responsibilities and ad hoc requests with short turnarounds

• Self-motivated, enthusiastic, responsible, organized, with excellent attention to detail

• Excellent written and verbal communication skills, with experience in communicating investment matters

• Excellent computer skills including Microsoft skills (Excel, Word, PowerPoint)

• Capable of building and maintaining strong relationships with CPMs and Portfolio Managers

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.

Referenced Salary Location

Salary range is expected to be between

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.

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