Investment Product Analyst

Manulife; Montreal; Hybrid; CAD 71,000 - 120,000; Full time

Job summary

A leading international financial services provider in Montreal is seeking an Investment Product Analyst to support the enhancement of mutual funds and ETFs. The ideal candidate will collaborate with cross-functional teams to ensure product competitiveness. Key qualifications include a Bachelor's degree in finance or related field and 3-5 years of product management experience.

Benefits

Health and dental insurance

Retirement savings plans

Generous paid time off program

Employee assistance plans

Qualifications

• Minimum 3 to 5 years of experience in investment product management and/or development.
• Familiarity with mutual fund and ETF structures.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Support a team of Product Managers with data-driven insights.
• Conduct market research to identify product opportunities.
• Prepare reports for key stakeholders.

Skills

Detail-oriented

Analytical skills

Excellent communication

Organizational skills

Education

Bachelor’s degree in finance, economics, business

Tools

Excel

PowerPoint

Data visualization tools

Job description

Overview

We are seeking a detail-oriented and analytical Investment Product Analyst to support the management, and enhancement of our mutual fund, ETF, and SMA product lineup. This role involves working closely with product managers and cross-functional teams including portfolio management, distribution, marketing, and compliance to ensure our products remain competitive and aligned with client needs.

Key Responsibilities

• Product Management
  • Support a team of Product Managers by providing data-driven insights to help position our investments products in the field
  • Conduct market research to analyze trends and identify product gaps and opportunities
  • Provide Product Managers with detailed competitive analysis at the fund level
  • Support platform management activities including fund rationalization and/or enhancement efforts
• Analytics & Reporting
  • Analyze fund performance, flows, and peer group comparisons
  • Prepare regular and ad-hoc reports to be utilized by key stakeholders
  • Support pricing and fee analysis for existing products
• Stakeholder Collaboration
  • Liaise with legal, compliance, and operations to ensure product documentation and processes are accurate and up to date.
  • Partner with marketing to act as subject matter expert in the development and review of collateral and presentations

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field; CFA and/or CAIA designation or progress toward it is an asset
• Minimum 3 to 5 years of experience in investment product management and/or development
• Familiarity with mutual fund and ETF structures, including investment strategies across multiple asset classes
• Excellent communication and organizational skills
• Ability to work independently and collaboratively in a fast-paced environment

Preferred Skills

• Experience with data platforms such as Morningstar Direct, FactSet, or Bloomberg
• Strong analytical skills with proficiency in Excel, PowerPoint, and data visualization tools
• Knowledge of Canadian investment fund regulations

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 the Manulife website.

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 recruitment at the Manulife address.

Referenced Salary Location

Toronto, Ontario

Working Arrangement

Hybrid

Salary

Salary range is expected to be between $71,925.00 CAD - $119,875.00 CAD

If you are applying for this role outside of the primary location, please contact recruitment at Manulife 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 recruitment at Manulife for more information about U.S.-specific paid time off provisions.