AVP, Investor Relations

Manulife; Halifax; Hybrid; CAD 130,000 - 241,000; Full time

Job summary

Manulife is seeking an AVP, Investor Relations to lead communications between the company and the investment community, including shareholders and analysts. The role involves quarterly reporting, development of investor materials, and execution of a global investor relations plan requiring travel.

The candidate will build relationships with senior management, participate in non-deal roadshows and investor days, and provide quarterly reports to the Board with shareholder analysis.

Qualifications

• Degree in finance/accounting/actuarial. CA, CFA, FSA or MBA is desirable.
• Strong written and verbal communication skills.
• Demonstrated analytical capability and financial modeling experience.
• Ability to work in a dynamic environment; prioritizing tasks to meet client demands & changing market conditions.
• Strong organizational and project management skills with the proven ability to meet tight deadlines and attention to detail.
• Excellent interpersonal and well-developed relationship management skills.

Responsibilities

• Lead the development and drafting of earnings press releases, slides and speaking notes for quarterly results.
• Collaborate with Finance and Media Relations to develop quarterly messaging and strategy.
• Review investor sentiment and communicate findings to senior management.
• Serve as primary contact for institutional shareholders and financial analysts.
• Review quarterly deliverables including fact sheets and analyst previews.

Skills

Communication skills

Analytical ability

Financial modeling

Project management

Relationship management

Ability to work under pressure

Education

Finance/Accounting/Actuarial degree

Job description

The Investor Relations (IR) team is primarily responsible for ongoing communication with the investment community including existing and prospective institutional shareholders, as well as sell side equity research analysts. The team’s mandate also includes providing market intelligence to internal stakeholders.

The AVP, Investor Relations is an integral part of the IR team, and is responsible for developing and managing effective communications between Manulife and the investment community, including shareholders and financial analysts, with the objective of achieving a fair valuation for MFC shares. The incumbent will be involved with all IR activities including, quarter end reporting, and the implementation of our shareholder engagement program, as well as a series of marketing events. In this role, the AVP is expected to build and foster relationships with senior management across Manulife, including members of the GLT, Group Finance, Group Actuarial, Segment CFOs and Media Relations. In addition, the incumbent is expected to develop strong relationships with large institutional shareholders and financial analysts.

Position Responsibilities:

Primary responsibility for the preparation of investor communication material regarding quarterly financial results:

• Lead the development and drafting of earnings press release, developing slides and speaking notes for the earnings conference call/webcast;
• Collaborating with the Segment Finance and Strategy teams, Group Finance and Media Relations to develop the quarterly communication strategy and key messages;
• Review and communicate to senior management the investment community’s sentiment and expectations for the quarter;
• Act as primary contact for institutional shareholders and financial analysts with respect to following up on any call details or questions related to the financial results;
• Review of other quarterly deliverables including company fact sheets, analyst preview reports, post-call summary reports, etc.

Lead the planning and implementation of a comprehensive IR marketing and shareholder engagement plan, including:

• The identification of key global investor targets;
• The annual development and implementation of a global IR marketing schedule;
• Plan and implement investor relations marketing events;
• Work with senior management to ensure the appropriate messages are included in all investor interactions;
• Prepare and review supporting materials related to non-deal roadshows, investor conferences and Investor Days, including slides and speaking notes;
• Participation at the IR events will require travel.

Review external financial disclosure documents for Group Finance and financial press releases for Media Relations to ensure investor needs are met. Play a leading role in communication with the investment community, including institutional shareholders and financial analysts:

• The incumbent must quickly become well versed in and be able to articulate the strategic direction of our businesses around the world, the company’s performance and the key factors driving the results.
• Work with the Head of Investor Relations to provide senior management and the Board of Directors with quarterly reports including institutional shareholder analysis and MFC share performance analysis.
• Develop and enhance processes & procedures to support an effective IR program.
• Manage relationships with external vendors.
• Participate in ad hoc or special projects as required.

Required Qualifications:

• Degree in finance/accounting/actuarial. CA, CFA, FSA or MBA is desirable;
• 10+ years of related work experience;
• Strong understanding of financial and capital markets;
• Past Equity Research, Investment Banking or Institutional Sales experience is a definite asset;
• Good understanding of the insurance business and/or Manulife’s products and distribution strategies is desirable;
• Strong written and verbal communication skills;
• Demonstrated analytical capability and financial modeling experience;
• Ability to work in a dynamic environment; prioritizing tasks to meet client demands & changing market conditions;
• Strong organizational and project management skills with the proven ability to meet tight deadlines and demonstrated attention to detail;
• Excellent interpersonal and well-developed relationship management skills;
• Demonstrated ability to build the trust and confidence of senior professionals, both internally and externally; able to interact effectively with all levels of senior management.

Preferred Qualifications:

• Marketing/communications experience, particularly related to IR would be an asset
• Bilingualism (English and French) is an asset. If the successful candidate is in Québec, proficiency in both languages will be required to support clients from various provinces outside of Quebec.

Problems/Challenges:

• Must effectively manage the investment community’s expectations and requests for information;
• Must be able to exercise judgment in communication of results / events to outsiders;
• No margin for error in disclosure of information to outsiders;
• Very tight deadlines – priorities can change intraday;
• Keeping abreast of changes in corporate disclosure policies and incorporate changes into quarterly and annual reports;
• Will require some period of extended hours including evenings and weekends;
• Will require occasional travel.

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

#LI-Hybrid

The role being advertised is an existing vacancy.

Giới thiệu về Manulife và John Hancock

Tập đoàn Manulife Financial là nhà cung cấp dịch vụ tài chính quốc tế hàng đầu giúp mọi người quyết định dễ dàng hơn và có cuộc sống vẹn toàn hơn. Để tìm hiểu thêm về chúng tôi, hãy truy cập https://www.manulife.com.vn/ .

Manulife là Nhà sử dụng lao động không phân biệt đối xử

Tại Manulife/John Hancock, chúng tôi luôn đón nhận sự đa dạng. Chúng ta cố gắng thu hút, phát triển và duy trì lực lượng lao động đa dạng tương tự như những khách hàng mà chúng ta phục vụ, đồng thời thúc đẩy một môi trường làm việc hòa nhập, đề cao thế mạnh của từng nền văn hóa và cá nhân. Chúng ta cam kết tuyển dụng, duy trì, thăng tiến và trả lương một cách công bằng. Đồng thời, chúng ta quản lý tất cả các hoạt động và chương trình của mình mà không phân biệt đối xử dựa trên chủng tộc, dòng họ, xuất thân, màu da, nguồn gốc dân tộc, quyền công dân, tôn giáo hoặc tín ngưỡng tôn giáo, đức tin, giới tính (bao gồm phụ nữ mang thai và các tình trạng liên quan đến mang thai), xu hướng tính dục, đặc điểm di truyền, tình trạng cựu chiến binh, bản dạng giới, biểu hiện giới, tuổi tác, tình trạng hôn nhân, tình trạng gia đình, khuyết tật hoặc bất kỳ căn cứ nào khác được pháp luật hiện hành bảo vệ.

Ưu tiên của chúng ta là loại bỏ các rào cản để đem lại cơ hội tiếp cận việc làm bình đẳng. Đại diện Bộ phận Nhân sự sẽ làm việc với những ứng viên có yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển. Tất cả thông tin được chia sẻ trong quá trình yêu cầu điều chỉnh sẽ được lưu trữ và sử dụng tuân theo pháp luật hiện hành và chính sách của Manulife/John Hancock. Để yêu cầu điều chỉnh hợp lý trong quá trình ứng tuyển, hãy liên hệ với [e-mail] .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Kết hợp

Salary range is expected to be between

$129,800.00 CAD - $241,200.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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 [e-mail] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .