Associate/Senior Associate, Investor Relations Operations - Private Equity

Manulife; Toronto; Hybrid; CAD 97,000 - 164,000; Full time

Job summary

A leading investment firm seeks a Senior Associate to join its Investor Relations Operations team. This role involves supporting fundraising initiatives in the Private Equity sector and requires 5+ years of experience, strong communication skills, and attention to detail. The ideal candidate will contribute to marketing materials and manage investor requests. This hybrid position will be based in Toronto or Boston, offering competitive compensation and comprehensive benefits.

Benefits

Flexible work environment

Comprehensive health benefits

401(k) retirement plans

Qualifications

• 5+ years work experience, ideally in a private capital firm.
• Ability to convey complex investment concepts clearly.
• Confidence and credibility when presenting ideas.

Responsibilities

• Support investment teams and investor relations through marketing materials.
• Respond to investor requests utilizing product knowledge.
• Coordinate with functional support groups for timely delivery of marketing materials.

Skills

Strong attention to detail

Superior written and verbal communication skills

Analytical and problem-solving skills

Proficient in Microsoft Office

Tools

Salesforce

Seismic

Qvidian

Job description

Manulife Private Markets is a $100.4B1 investment platform that offers investment solutions in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. Our success in private assets has been driven by a long-term focus, a risk-conscious investment philosophy and in-house sector expertise. We are committed to our clients’ success and have a long history of being responsible stewards of capital across a diverse range of private assets.

Position Description

The Senior Associate will join Manulife Investment Managements Private Markets Investor Relations “IR” Operations team, led by the Managing Director, Head of Investor Relations Operations. The candidate will be a key contributor to the IR Operations team and responsible for primarily supporting our Investor Relations team and fundraising initiatives across the Private Equity investment strategies (Equity Co-Investment, Junior Credit, Secondaries, Primary Funds and PE Asia). Based in Boston or Toronto, the candidate will serve in a highly collaborative role at the firm by coordinating with investment teams and functional groups.

Responsibilities

Responsibilities will include serving as a product expert to support investment teams, investor relations, and distribution through creating and maintaining marketing materials, contributing to investor requests and due diligence questionnaires, supporting quarterly client reporting, supporting the go-to-market efforts, and contributing to key Private Markets projects. The Associate/Senior Associate will be responsible for overseeing the following:

MATERIAL CONTENT CREATION AND MANAGEMENT

• Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc.

• Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials.

DUE DILIGENCE MATERIALS & INFORMATION REQUESTS

• Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring.

• Respond to ad-hoc and recurring investor requests by utilizing product knowledge and internal information systems.

PROJECT MANAGEMENT

• Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors.

• Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date.

INTERNAL REPORTING

• Contribute to quarterly client reporting process.

• Respond to internal requests for information and reporting for senior leadership reporting.

Professional Experience / Qualifications

The successful candidate will have 5+ years of overall work experience, including relevant experience in a sales support, client-centric role, ideally at a private capital firm. In addition, the successful candidate will exhibit all or most of the following skills and characteristics:

• Strong attention to detail and high integrity

• Superior written and verbal communication skills

• Ability to convey complex investment concepts clearly and concisely

• Confidence and credibility when presenting ideas

• Intellectual curiosity

• Strong analytical and problem-solving skills

• Solution oriented with the ability to balance competing priorities

• Collaborative approach when working across teams and functions

• Critical and proactive thinker with the ability to streamline process

• Team oriented and results-driven

• Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus.

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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Ubicación principal

Boston, Massachusetts

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$71,550.00 USD - $119,250.00 USD

Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con [e-mail] para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

Conozca sus derechos (https://www.dol.gov/agencies/ofccp/posters)

Permiso Familiar y Médico

Ley de Protección del Empleado contra el Examen Poligráfico (https://www.dol.gov/sites/dolgov/files/WHD/legacy/files/eppac.pdf)

Derecho al Trabajo

Verificación Electrónica (E-Verify)

Transparencia Salarial (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)

Company: John Hancock Life Insurance Company (U.S.A.)