Investment Analyst

Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Investment Analyst will support the ICED-T Team’s senior analysts in managing fixed income portfolios, which includes writing investment reviews, modeling financial outcomes, and analyzing investment risks.

Responsibilities

• 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
• 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
• 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

Skills

• 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

Benefits

• 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
• Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• 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
• Full range of statutory leaves of absence

Company Overview