AVP, Investment Portfolio Oversight & Strategy Reporting

Manulife/John Hancock; Boston (MA); Hybrid; USD 153,000 - 284,000; Full time

Benefits offered by this job

Health benefits

Pension/401(k)

Paid holidays

Personal days

Disability insurance

Job summary

Manulife in Boston seeks an AVP for Investment Portfolio Oversight and Strategy Reporting to govern, measure, and report on a US segment portfolio. You will provide independent, objective insights to senior leadership and oversee executive and board-level reporting and strategy materials.

You will lead a team, modernize reporting with AI-enabled analytics, and ensure a clear single source of truth across investments, timelines and values.

Qualifications

• Bachelor’s degree in business, finance, economics, engineering or related quantitative discipline; MBA or professional designation is a plus.
• 12+ years in strategy, portfolio management, governance, transformation or management consulting.
• 5+ years of people leadership building high-performing analytical teams.
• Experience presenting at executive/board level with recurring reporting in public or regulated environments.
• Strong financial acumen and executive communication; distill complex concepts clearly.

Responsibilities

• Own investment governance framework for strategic and transformation investments.
• Maintain single view of portfolio; provide independent oversight of health across scope, financials, timeline, resourcing, risk and value.
• Lead portfolio performance reporting, surfacing trends and recommended actions for leadership decisions.
• Provide analytic basis for prioritization; model scenarios and funding visibility with Finance.
• Design and lead benefits-realization framework with measurable outcomes.
• Identify portfolio risks and roadblocks; present options to decision-makers.
• Oversee strategy reporting calendar and executive/board content accuracy.
• Modernize reporting with automation, AI-enabled analytics and standardized tools.
• Lead and develop a high-performing team with objectivity and inclusion.

Skills

Strategic portfolio management

Executive reporting

Portfolio governance

Leadership

Financial analysis

AI analytics

Education

Bachelor’s degree in business, finance, economics, engineering or related quantitative discipline

MBA or professional designation (CFA, CPA, PfMP) asset

Tools

Power BI

AI tools

Job description

As AVP, Investment Portfolio Oversight & Strategy Reporting, you will lead the governance, performance measurement, and executive reporting of the US Segment’s strategic and transformation investment portfolio—ensuring investments are prioritized, governed, measured and reported with clarity and objectivity. Reporting to the VP, Head of Strategy & Transformation, you will serve as a trusted, independent advisor to senior leadership, providing the insight leaders need to understand whether investments are delivering and what to do next. You will also oversee the division’s recurring strategy reporting cycle, ensuring a consistent, accurate story across executive, board and investor materials.

Position Responsibilities

• Own and evolve the investment governance framework for strategic and transformation investments, including intake standards, business-case requirements, stage-gates and decision rights, aligned with enterprise frameworks and controls.
• Maintain a single, trusted view of the investment portfolio and provide independent oversight of investment health across scope, financials, timeline, resourcing, risk and value.
• Lead portfolio performance reporting, including moving beyond status to insight - surfacing trends, trade-offs and recommended actions for leadership decisions.
• Provide the analytical foundation for investment prioritization, including scoring, scenario modelling, and funding visibility in partnership with Finance, and recommend where to accelerate, re-scope, pause or stop investments.
• Design and lead the benefits-realization framework, ensuring material investments have measurable outcomes that are baselined, tracked, and validated.
• Identify portfolio-level risks, dependencies and roadblocks early, bringing options and recommendations to decision-makers.
• Oversee the strategy reporting calendar and provide senior review of executive, board, and external disclosure content, ensuring accuracy, consistency and a single source of truth.
• Modernize reporting through automation, AI-enabled analytics and standardized tools.
• Lead and develop a high-performing team, fostering objectivity, accountability, inclusion and continuous improvement.

Qualifications

• Bachelor’s degree in business, finance, economics, engineering or a related quantitative discipline; an MBA, advanced degree or professional designation (e.g., CFA, CPA, PfMP) is an asset.
• 12+ years of progressive experience in strategy, portfolio management, investment governance, transformation, corporate finance or management consulting within a large, complex organization.
• 5+ years of people leadership experience building and developing high-performing analytical or advisory teams.
• Experience preparing and presenting executive- and board-level reporting, including oversight of recurring reporting cycles in a public company or regulated environment.
• Strong financial acumen, analytical rigor and executive communication skills, with the ability to distill complexity into a clear point of view and influence without direct authority.
• Experience in financial services (insurance, wealth or asset management preferred); advanced analytics and data-visualization skills (e.g., Power BI, AI Tools) are 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 our global team, we’ll support you in shaping the future you want to see.

Salary & Working Arrangement

Referenced Salary Location Boston, Massachusetts. Working Arrangement: Hybrid. Salary range is expected to be between $152,900.00 USD - $283,800.00 USD. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

Benefits

• Health
• Dental
• Mental health
• Vision
• Short- and long-term disability
• Life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans
• Pension/401(k) savings plans and a global share ownership plan with employer matching contributions
• Financial education and counseling resources
• Up to 11 paid holidays
• 3 personal days
• 150 hours of vacation
• 40 hours of sick time (or more where required by law)
• Statutory leaves of absence

Know Your Rights

• Family & Medical Leave
• Employee Polygraph Protection
• Right to Work
• E-Verify

Recent Awards

• 2026 Gallup Exceptional Workplace Award Winner
• Manulife Named one of Forbes World’s Best Employers 2025
• Financial Times World’s Best Employers Asia-Pacific 2026
• We’ve been recognized as one of Canada’s Top 100 Employers 2026
• #1 Life Insurer for AI Maturity by Evident 2026

About Manulife

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.

Equal Opportunity Statement

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].

Data Usage

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.

The role being advertised is an existing vacancy.