Investment Analyst

The Investment Analyst is primarily responsible for the accurate and timely processing of consolidated performance reporting for use of Senior management. The role is also responsible for production of custom investment product performance compared to market indexes and peers using internal and external data sources to aid decision making on a variety of investment related initiatives. The Global Investment Analysis and Board Reporting Team covers all investment platforms domiciled in Canada, including retail, institutional and retirement channels. Global strategic projects and cross-training opportunities on products in other regions will also be necessary.

Responsibilities :

Aid in the perpetual oversight of our products by

• Preparing and analyzing monthly performance reports

• Conducting competitive fee analysis for new and existing products

• Assembling and examining quarterly materials for the oversight and investment committees

• Deliver accurate and timely reports, performance analytics, attribution, assets under management, fee analysis and strategic partner reporting for business units, investment committees and Boards

• Synthesize large amounts of data to determine trends and summarize key data elements for presentation to key internal stakeholders, especially the Global Investment Product leadership team

• Manage global reporting projects covering the global platform, aggregating data from funds domiciled in the US, Canada, Europe and Asia

• Support strategic projects and product development efforts with market and competitor research utilizing third party research providers

• Track key information on strategic partnerships & compile reports/presentations on the partnerships

• Aiding in the preparation and execution of annual onsite visits with fund managers, collaborating with manager research team

• Work with regional investment product teams on product/competitor research and investment committee/board of directors' materials

• Ongoing oversight and maintenance of various internal and external databases

• Experience with financial software: Morningstar Direct, PowerBI, Mercer/eVestment, and Strategic Insight Simfund

Knowledge/Skills:

• 2-3+ years of applicable experience required

• Knowledge of investments and investment concepts

• Experience and deep understanding of various types of products, their mechanics and competitive landscape: Mutual Funds, ETFs, Model Portfolios, Segregated Funds

• Bachelors Degree in Finance, Accounting or Economics

• Progress toward CFA/CAIA or CIMA also preferred

• Experience using MS Office and other financial software listed below

• Emphasis on strong Microsoft Excel skills

• Prior use of Morningstar Direct is strongly preferred

• Power BI experience is strongly preferred

• Knowledge of Python, Visual Basic / macros and SQL a strong plus

• Ability to work through complex problems with attention to detail

• Possess strong organizational skills

• Exceptional written and oral communication skills, including a developed ability to present to audiences of varying backgrounds and expertise

• Strategic thinker with good judgment and strong understanding of process

• Ability to work in a fast-paced environment as a team member and also as an independent individual contributor

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 ~~~ .

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 ~~~ .

Primary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$71,925.00 CAD - $119,875.00 CAD

If you are applying for this role outside of the primary location, please contact ~~~ 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 ~~~ for more information about U.S.-specific paid time off provisions.