Client Portfolio Management Specialist

Company 116; Toronto; Hybrid; CAD 118,000 - 195,000; Full time

Job summary

A leading financial services provider in Toronto is seeking a Client Portfolio Management Specialist. The role involves understanding investment strategies, generating analysis and reports, and supporting portfolio managers. The ideal candidate has a Bachelor's degree in a relevant field, strong analytical skills, and at least 5 years of relevant experience. This hybrid position offers a salary between $118,000 and $195,000 CAD.

Benefits

Health and dental benefits

Wellness benefits

Retirement savings plans

Qualifications

• Minimum of 5 years of experience in a CPM, product management, or similar role.
• Introductory understanding of sales & relationship management process.
• Experience working within an institutional asset management organization.

Responsibilities

• Generate, analyze, and interpret attribution and positioning data.
• Facilitate client reporting and write strategy commentaries.
• Support portfolio managers in response to client inquiries.

Skills

Strong asset class strategy and market knowledge

Excellent interpersonal skills

Strong analytical skills

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

Overview

C lient Portfolio Management Specialists act as representatives of Manulife Investment Managements 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 Firms 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 o pportunity 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

• Bachelors 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.

What You Can Expect When You Join

• Well empower you to learn and grow the career you want.
• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team well 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 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 .

Job Details

Referenced Salary Location

Toronto Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$118000.00 CAD - $195000.00 CAD

If you are applying for this role outside of the primary location please contact 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.

Benefits

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 for more information about U.S.-specific paid time off provisions.

Required Experience :

Unclear Seniority

Key Skills

General Insurance,Corporate Sales,Cost Estimation,Benefits & Compensation,Heavy Equipment,AC Maintenance

Employment Type : Full-Time

Experience : years

Vacancy : 1