Client Portfolio Management Specialist

Manulife; Toronto; On-site; CAD 118,000 - 195,000; Full time

Job summary

Join Manulife as a Client Portfolio Management Specialist, where you'll leverage your financial expertise to manage and communicate portfolio strategies. Work collaboratively within the Essential Equity Team overseeing significant investments, ensuring effective client engagement and satisfaction while supporting portfolio managers directly.

Benefits

Customizable benefits including health and wellness programs

Retirement savings plans with employer matching contributions

Generous paid time off including holidays and vacation

Mental health support and employee assistance plans

Qualifications

• Minimum of 5 years of experience in a CPM or similar role in asset management.
• Strong command of key investment management principles.
• Ability to coordinate across various groups in a global organization.

Responsibilities

• Generate and analyze attribution data for clients.
• Facilitate client reporting and communication relating to portfolio performance.
• Support portfolio managers by addressing client inquiries.

Skills

Strong asset class knowledge

Excellent interpersonal skills

Strong analytical skills

Introductory knowledge of sales

Education

Bachelor’s degree in Economics, Finance or a related field

CFA and/or MBA preferred

Tools

FactSet

Bloomberg

Microsoft Office Products

Qvidian

Job description

Client Portfolio Management Specialists act as representatives of Manulife Investment Management’s investment teams. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.

This is an opportunity to join the Essential Equity Team. This Equity focused Investment team manages $25 Billion Canadian.

Position Responsibilities:

• Generates, reviews, analyzes and interprets attribution and positioning data and creates custom analyses, commentary and reports tailored to specific strategies and clients.

• Works with Distribution, Operations/Client Service to respond to client information requests on various topics. Support all client-servicing and communication efforts.

• Facilitate client reporting, including, writing strategy commentaries, validating portfolio characteristics and performance and ensures that all reports are completed accurately and in a timely manner.

• Supports portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and dealer questions.

• Compiles analysis or data points for client/dealer meetings to support PMs.

• Work closely with PMs in the content creation process including custom presentations, exhibits and analysis

• Fosters and develops relationships with other departments (marketing, compliance, product, etc.)

• Opportunity to collaborate with other CPMS to uncover innovative methods to

• retain and grow assets

Qualifications:

• Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA preferred

• Minimum of 5 years of experience in a CPM, product management, portfolio specialist, investment director or similar role, preferably within an institutional asset management organization

• Strong asset class, strategy and market knowledge

• Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization

• Introductory understanding of sales & relationship management process within and asset management organization

• Introductory knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels

• Strong analytical skills and command of key investment management principles

• Experience with FactSet, Bloomberg, Microsoft Office Products and Qvidian

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.

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. 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 [e-mail] .

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$118,000.00 CAD - $195,000.00 CAD

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

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.