Senior Financial Analyst - Investor Relations

Manulife and John Hancock; Ontario; Hybrid; CAD 71,000 - 120,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Senior Financial Analyst for their Investor Relations team. This role involves market analysis, report writing, and collaboration with stakeholders to enhance investor engagement. The ideal candidate has a background in finance and strong analytical skills, with a salary range between CAD 71,925 - CAD 119,875. The position offers a hybrid work arrangement and a comprehensive benefits package.

Benefits

Health insurance

Retirement savings plans

Paid time off

Qualifications

• 1-3 years of experience in financial services.
• Ability to learn quickly and act nimbly.
• Demonstrated time management and organizational skills.

Responsibilities

• Summarize analysts' sentiments and reports.
• Assist in drafting earnings press releases.
• Manage content and aesthetics of the IR website.

Skills

Analytical skills

Time management

Organizational skills

Written communication

Verbal communication

Education

Undergraduate degree in finance or accounting

Tools

Bloomberg

NASDAQ IRI

Microsoft Office

Job description

Overview

The Investor Relations (IR) team is primarily responsible for ongoing communication with the investment community including existing and prospective institutional shareholders, as well as sell side equity research analysts. The team's mandate also includes providing market intelligence to internal partners. The Senior Financial Analyst - Investor Relations provides key analytical and marketing support to the IR team and would assist in a number of areas including monitoring and summarizing analyst and industry reports, conducting industry research and peer reviews, preparing materials for investor engagement events, as well as assisting in quarter end deliverables and special projects and initiatives.

Responsibilities

• Quarterly Analysis and Reporting: Summarize analysts\' sentiments and reports pre- and post-earnings, analyze peer earnings calls, and prepare Board reports covering IR activities, goals, analyst sentiment, stock performance, and holdings
• Quarter end Reporting: Assist with drafting of earnings press releases, develop analyst slides, and speaking notes for earnings calls/webcasts, and other quarterly deliverables such as company fact sheets
• IR Website and Sharepoint Management: Manage content and aesthetics of the IR website, maintain IR Sharepoint content and user access, and lead Records Management within IR.
• Market and Financial Analysis: Conduct research and market analysis using IR tools (e.g., Bloomberg, NASDAQ IRI), review communication materials to ensure best practices, and prepare materials for marketing road shows
• Strategic Projects and Initiatives: Initiate and complete strategic projects using internal and external resources, assist with IR marketing efforts, maintaining investor targeting models, and develop short-term and long-term IR marketing plans
• Ad-hoc Requests and Special Projects: Participate in ad hoc or special projects as required, ensuring alignment with overall strategic goals and employing available resources
• Collaborate extensively with internal partners to collect input, communicate feedback and influence as required. Communicate with external stakeholders professionally as a representative of the company

Required Qualifications

• 1-3 years or more, of progressive work experience in the financial services industry
• Ability to learn quickly and act nimbly; demonstrated time management and organizational skills. Ability to work within tight and changing time constraints and to handle several tasks at one time
• Ability to work independently and as part of a team with a high commitment to internal and external customer service
• Strong judgment and initiative in anticipating and solving issues
• Strong attention to detail and analytical skills
• Strong written and verbal communication skills
• Ability to employ external data sources and tools to complete day-to-day activities; proficient with Microsoft tool set
• Curiosity and skills to learn and adapt, with a continuous improvement attitude

Preferred Qualifications

• Undergraduate degree in finance or accounting; CPA or CFA an asset
• Working understanding of the insurance and/or wealth asset management business and/or Manulife\'s products and distribution strategies an asset
• Prior work experience directly in or adjacent to investor relations function an asset
• Strong working knowledge of financial reporting required; management reporting skills an asset
• Familiarity with Bloomberg or NASDAQ IRI, prior experience in financial modeling and charting would be an asset

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 the global team, we\'ll support you in the 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].

Salary and Location

Referenced Salary Location
Toronto, Ontario

Working Arrangement
Hybrid

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 [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.