Investment Strategist, LDI & Advisory Solutions

Manulife Financial; Quebec; Hybrid; CAD 101,000 - 156,000; Full time

Job summary

Join Manulife Investment Management as an Investment Strategist, where you will engage in designing and managing custom LDI strategies for institutional clients. Leverage your actuarial expertise and analytical skills to contribute to innovative investment solutions that meet diverse client needs. Work in a collaborative environment that values inclusion and professional growth.

Benefits

Flexible work environment

Health and dental benefits

Paid time off and statutory leaves

Pension plan with employer matching contributions

Financial education and counseling resources

Qualifications

• Minimum of 5 years of experience in investment solutions or related fields.
• Actuarial designation (FCIA, FSA, ASA) or in pursuit of obtaining it.
• Fluency in English and French.

Responsibilities

• Coordinate the implementation of custom liability-driven investment strategies.
• Conduct asset allocation and ALM studies for institutional clients.
• Collaborate with Portfolio Managers for project deliverables.

Skills

Analytical skills

Understanding of fixed income and pension/insurance liabilities

Expertise in asset allocation

Programming languages (Python, Matlab, SQL, VBA)

Communication abilities

Organizational skills

Education

Actuarial designation or graduate degree in a quantitative field

Tools

Microsoft Office applications

Job description

MANULIFE INVESTMENT MANAGEMENT

Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution that has protected investor assets since 1887. We’re passionate about providing solutions; with leading capabilities in public and private markets, we partner with institutions to understand their needs and create tailored solutions to help meet them. We take a specialist approach; our focused teams are led by industry veterans with decades of experience managing their strategies on behalf of investors — an approach that’s led to a culture of investment excellence and highly differentiated strategies across asset classes. We’re committed to investing responsibly; we develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our public market portfolios, and maintain a high standard of stewardship where we own and operate assets.

MULTI-ASSET SOLUTIONS TEAM (MAST)

The Multi-Asset Solutions Team (MAST) is tasked with the design, delivery, and management of bespoke cross-asset class investment solutions within Manulife Investment Management. MAST capabilities range from asset allocation, advisory, outcome oriented and equity & fixed income beta solutions, including target date, target risk, liability-driven investing, outsourced chief-investment officer, income, index replication and systematic beta. The team will utilize direct securities, proprietary and non-proprietary public and private markets strategies to construct solutions which are offered to retirement, retail, and institutional investors across the globe. Located in Boston, Toronto, Montreal, London, Singapore and Hong Kong, MAST has over 60 investment professionals with a wide range of expertise.

The Multi-Asset Solutions Team currently manages approximately $203 billion (CAD) across retirement, retail, institutional and high net worth channels.

ROLE SUMMARY

As a key member of the Multi-Asset Solutions Team (MAST) at Manulife Investment Management (MIM) and reporting to the Head of Investment Strategy, LDI & Advisory Solutions, the Investment Strategist, is responsible for coordinating the implementation and management of custom liability-driven investment strategies. This role also involves preparing comprehensive analyses to support asset allocation and asset/liability management solutions for institutional clients. By leveraging your actuarial expertise, you will contribute significantly to the growth and innovation of our multi-asset solutions business, ensuring that we continue to deliver tailored investment strategies that meet the diverse needs of our global institutional clientele.

KEY RESULTS

• Actively engage in the implementation, management, and oversight of custom LDI solutions, taking a hands-on approach to develop and review client solutions promptly.

  • Engage in modeling client liabilities and establishing custom liability benchmarks, ensuring precision and innovation.

  • Actively monitor and adjust client mandates to align with dynamic investment strategies and objectives.

  • Document and parameterize mandates in our proprietary modeling system, ensuring accuracy and efficiency.

  • Maintain the highest quality and consistency of client mandates and solutions, collaborating closely with Portfolio Managers to meet and exceed client objectives.

• Provide in-depth analyses and insights to support strategic advice on investment solutions for institutional clients and prospects.

  • Conduct comprehensive asset allocation and ALM studies, leveraging your technical expertise.

  • Ensure the clarity and impact of presentations for clients and prospects, showcasing your analytical skills.

  • Offer robust internal support with investment, actuarial, and risk management advice to enhance sales, client servicing, and marketing efforts.

• Collaborate closely with internal teams to deliver high-quality results efficiently and within deadlines.

  • Oversee and engage in mandate reviews, analyses, and projects, ensuring thoroughness and accuracy.

  • Verify and enhance the work completed by the team, providing support, guidance, training, and mentoring as needed.

  • Identify and implement opportunities to enhance tools, processes, and controls for increased efficiency.

  • Ensure that process documentation is current and accurate, contributing to continuous improvement.

• Work alongside Portfolio Managers and other colleagues to drive projects, client meetings, RFPs, and ad hoc client requests.

  • Deliver proactive and timely responses to client needs, demonstrating thought leadership and innovative strategies to enhance and expand the business.

  • Actively participate in MAST Research Hubs and contribute to the development and implementation of value-added strategies in LDI and systematic strategies.

• Coordinate within MAST and across broader Manulife Investment Management teams and distribution partners, fostering collaboration and innovation

EDUCATION AND EXPERIENCE REQUIREMENTS

• Actuarial designation (FCIA, FSA, ASA, etc.) or graduate degree in a quantitative field; or in pursuit of obtaining them.

• Minimum of 5 years of experience in institutional investment solutions, asset/liability management, insurance or pension consulting, or related fields.

ESSENTIAL SKILLS AND EXPERTISE

• Strong analytical skills with a deep understanding of fixed income and pension/insurance liabilities.

• Expertise in asset allocation, portfolio construction methods, and asset-liability stochastic projections.

• Familiarity with both public and private asset classes, as well as financial products and derivatives.

• Strong understanding of pension and insurance regulations, along with funding and pricing techniques.

• Proficiency in programming languages such as Python, Matlab, SQL, and/or VBA.

• Advanced knowledge of Microsoft Office applications.

• Excellent communication abilities.

• Fluency in both written and spoken English and French.

• Strong organizational skills and ability to work efficiently as part of a team.

• Capability to handle multiple tasks and meet tight deadlines.

• Strong skills in time management and planning.

• Customer-centric approach.

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Referenced Salary Location

Montreal, Quebec

Working Arrangement

混合式

Salary range is expected to be between

$101,000.00 CAD - $155,750.00 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.