Senior Investment Analyst

Manulife; Old Toronto; Hybrid; CAD 86,000 - 130,000; Full time

Job summary

A leading financial services provider is seeking an Investment Analyst to support senior analysts with fixed income portfolios. Responsibilities include analyzing investment risks, preparing reviews, and contributing to new investment opportunities. The role offers a flexible hybrid work environment and a commitment to diversity and inclusion.

Benefits

Health Benefits

Dental Benefits

Mental Health Support

Life Insurance

Retirement Savings Plans

Paid Time Off

Qualifications

• Up to five years of relevant experience.
• Pursuing or planning to pursue the CFA designation or an MBA.

Responsibilities

• Identify and analyze company-specific and industry-wide investment risks.
• Contribute to efforts in researching markets, companies, and industries for new investment opportunities.
• Attend and represent at conferences, roadshows, and management meetings.

Skills

Analytical Skills

Presentation Skills

Communication

Education

Bachelor's Degree

Tools

Office Software

Job description

The Investment Analyst delivers consistent performance as a productive member of an investment industry team. Incumbents lead parts of the investment surveillance and new investment evaluation process autonomously and contribute valued opinions on the “how and why” identified in his/her analysis of different aspects of a company’s performance; this includes identifying industry trends that are worthy of discussion with senior team members. Work can/will result in investment actions being taken by portfolio management and/or credit leadership. As needed, the Investment Analyst will assist in the development of investment, sales and marketing strategies as well as responsibilities related to investor relations and cultivation of deal sources. Also, on an as needed basis, will be responsible for traveling to management and due diligence meetings, as well as key industry conferences and research symposia.

The successful candidate will be responsible for supporting the ICED-T Team’s most senior analysts in the administration of their fixed income portfolios. Specific responsibilities will include writing annual reviews of portfolio investments, modeling financial results, reviewing company publications and third- party research, and meeting with management teams and sell side professionals. The analyst may also be responsible for independently administering an investment portfolio, as well as making investment recommendations, with the size and complexity of the analyst’s portfolio subject to the specific background and development of the analyst. The successful candidate must demonstrate an ability to perform the following functions or the capacity to attain proficiency in them after entering the position.

Investment Administration

• Identify and analyze company-specific and industry-wide investment risks.

• Develop a framework for developing credit ratings and rating tolerances.

• Translate investment risks into a credit rating.

• Become familiar with deal specific and industry standard documentation.

• Attend management presentations and actively participate in discussions on company strategy and performance where appropriate.

• Interface and build relationships with sell side and third party research analysts.

• Prepare comprehensive written reviews of individual investments.

• Communicate changes in investment risk across the investment team and broader investment management complex on a timely basis.

New Investment Opportunities

• Contribute to efforts in researching markets, companies and industries for identifying new investment opportunities.

• Contribute to and participate in a due diligence process that includes meeting with issuer management, company site visits and the development of documentation.

• Contribute to the preparation of investment memoranda in support of investment recommendations.

• Interface with Credit, Trading and Portfolio Management for your portfolio companies, serve as a backup analyst in the absence of a primary analysts.

Corporate Outreach

• Attend and represent MFC/JH at conferences, roadshows and management meetings.

• Contribute to associate analysts and intern recruitment efforts.

• Contribute to direct marketing efforts through research, materials development and analysis.

Qualifications

• A Bachelor’s degree.

• Well developed quantitative and qualitative analytical skills.

• Highly developed written and verbal presentation skills.

• Competency in office software.

• Up to five years of relevant experience.

• Pursuing or planning to pursue the CFA designation or an MBA.

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.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [e-mail] .

Referenced Salary Location

Toronto, Ontario

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$86,500.00 CAD - $130,000.00 CAD

Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con [e-mail] para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [e-mail] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.