Client Portfolio Analyst, Fixed Income at John Hancock in Boston, Massachusetts

Posted in General Business 8 days ago.

Type: Full-Time





Job Description:

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you.

Working Arrangement

Hybrid

Job Description

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 Fixed Income CPMs 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

  • Able to prioritize work and meet deadlines

  • 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

Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

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.

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