AVP, Investor Relations

Manulife Insurance Malaysia; Toronto; Hybrid; CAD 130,000 - 241,000; Full time

Job summary

Manulife is seeking an experienced Investor Relations leader in Toronto to drive quarterly earnings communications, collaborate with finance and strategy teams, and engage with institutional shareholders and analysts. This role requires deep financial acumen, strong communication skills, and the ability to manage a global IR program.

The successful candidate will develop materials for earnings calls, oversee messaging across markets, and lead IR events while traveling as needed.

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.

Responsibilities

• Prepare investor materials for quarterly results, including earnings release and slides for conferences or webcasts.
• Collaborate with Finance, Strategy and Media Relations on quarterly messaging and strategy.
• Monitor investor sentiment and summarize expectations for the quarter to senior management.
• Serve as main contact for institutional shareholders and analysts.
• Review quarterly deliverables like fact sheets and analyst previews.
• Lead global IR marketing and shareholder engagement plans and events.
• Coordinate messages with senior management for investor interactions.
• Prepare materials for non-deal roadshows and investor days; include speaking notes.
• Travel may be required for IR events.
• Review external disclosures to meet investor needs.
• Communicate strategic direction and performance to the investment community.
• Provide quarterly reports with shareholder analysis to Head of Investor Relations and the Board.
• Develop and improve IR processes and manage vendor relationships.
• Participate in ad hoc projects as needed.

Skills

Finance knowledge

Financial modeling

Investor relations

Communication skills

Strategic thinking

Analytical capability

Project management

Relationship management

Education

Finance/Accounting/Actuarial degree

CA/CFA/FSA/MBA

10+ years experience

Job description

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. The role being advertised is an existing vacancy.

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 https://www.manulife.com/en/about/our-story.html.

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.

To request a reasonable accommodation in the application process, contact [e-mail].

Salary and Location

Location: Toronto, Ontario

Working Arrangement: Hybrid

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.

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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• 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.
• U.S. paid time off provisions – contact [e-mail] for more information about U.S.-specific paid time off provisions.

Company Culture and Values

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index.