Senior Investment Analyst

Company 1; Toronto; Hybrid; CAD 86,000 - 130,000; Full time

Job summary

A leading financial services provider is seeking an Investment Analyst to join their Toronto team. The successful candidate will analyze investment risks, prepare detailed investment reviews, and support senior analysts in managing fixed income portfolios. This position offers opportunities for career growth and participation in incentive programs alongside a comprehensive benefits package.

Benefits

Health and dental insurance

Mental health benefits

Short and long-term disability coverage

Retirement savings plans

Generous paid time off program

Qualifications

• Well developed quantitative and qualitative analytical skills.
• Highly developed written and verbal presentation skills.
• Up to five years of relevant experience.

Responsibilities

• Identify and analyze company-specific and industry-wide investment risks.
• Prepare comprehensive written reviews of individual investments.
• Attend management presentations and participate in discussions on company strategy.

Skills

Wealth Management

Cash Flow Analysis

Investment Experience

Asset Management

Analysis Skills

Securities Law

Equity Research

Investment Management

Private equity

Process Management

Financial Modeling

Bloomberg

Education

CFA designation or MBA

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 companys 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 ICEDT Teams 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 analysts 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 companyspecific and industrywide investment risks.

Develop a framework for developing credit ratings and rating tolerances.

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.

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.

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

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 :

Well empower you to learn and grow the career you want.

Well recognize and support you in a flexible environment where wellbeing 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 pregnancyrelated 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 .

Referenced Salary Location

Working Arrangement

Hybrid

Salary range is expected to be between

86500.00 CAD $130000.00 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 jobrelated 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 longterm 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 paid time off provisions.

Required Experience :

Senior IC

Key Skills

Wealth Management,Cash Flow Analysis,Investment Experience,Asset Management,Analysis Skills,Securities Law,Equity Research,Investment Management,Private equity,Process Management,Financial Modeling,Bloomberg

Employment Type : Full-Time

Experience : years

Vacancy : 1

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