Investment Analyst, Fixed Income

Manulife Insurance Malaysia; Boston (MA); Hybrid; USD 78,000 - 141,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid time off

Job summary

Manulife/John Hancock in Boston is seeking an Investment Analyst, Fixed Income to provide timely and actionable analysis, with Buy/Hold/Sell recommendations across the assigned coverage universe. You will develop independent analyses, build investment models, and support senior staff to help construct focused, high-performing portfolios.

The role emphasizes fundamental analysis of companies within Industrials, collaboration with multiple investment teams, and interaction with management and

Qualifications

• Bachelor’s degree required; advanced degree and/or CFA designation preferred.
• 2+ years of experience in asset management; 0-3+ years in dedicated investment analysis.
• Superior organizational and analytic skills to complete detailed fundamental analysis.
• Ability to construct investment models to identify and track value added securities.
• Strong written and verbal communication skills to deliver reviews and recommendations.

Responsibilities

• Analyze individual companies, interpret market and industry trends to inform investment decisions.
• Cover assigned industry sector within Industrials; support multiple strategy teams.
• Meet with management and sell-side analysts to assess outlook.
• Provide verbal and written reviews of company meetings to portfolio managers.
• Develop investment theses and assemble data points for security recommendations.

Skills

Analytical skills

Communication

Teamwork

Technical communication

AI-tools familiarity

Education

Bachelor’s degree

CFA designation

Job description

The Investment Analyst, Fixed Income is accountable for providing timely, actionable, and accurate detailed investment analysis and Buy/Hold/Sell recommendations, within the assigned coverage universe, to the various investment teams to assist them to build focused, high-performing, and well-structured portfolios.

The Investment Analyst is responsible for determining and compiling sources of information to conduct their own independent analysis as well as to support senior investment staff.

Functions must be performed in the context of the unique client-defined investment strategy, and the work contributes to the strategy’s successful performance and the Company’s ability to raise assets.

The investment analysis performed includes fundamental analysis of individual companies and interpreting market data, trends, and economic forecasts.

Focus for the Investment Analyst will include various Industrials sectors within the corporate credit universe.

Position Responsibilities

• Analyze individual companies, interpret market and industry trends, and examine specified market sector activity to provide information and analysis required in the investment decision-making process.
• Expected to cover an industry sector, which may include, amongst others, certain subsectors within the Industrials sector.
• Supports more than one investment strategy team.
• Meet with company management and sell-side analysts to determine the short and long-term outlook of a company.
• Provide verbal and written reviews of company meetings to the other analysts and portfolio managers.
• Develop and cultivate relationships with company management and the sell-side to broaden knowledge of assigned companies and industries.
• Complete fundamental analysis on specific companies and create/update investment models with specific issuer information, financial statement numbers, and market trend data.
• Make recommendations and articulate buy, sell and hold recommendations with senior investment staff.
• Complete research, including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors.
• Construct financial models that incorporate investment guidelines and parameters to accurately review relevant security selections.
• Develop and maintain investment thesis and assemble data points to make specific security recommendations to portfolio management team(s).

Qualifications

• Bachelor’s degree required; May hold advanced degree and/or CFA designation.
• Typically has 2+ years of experience in asset management, i.e. operations, product, with 0-3+ years of dedicated investment analysis experience.
• Superior organizational and analytic skills to complete detailed fundamental analysis.
• Ability to construct investment models to identify and track value added securities.
• Strong team player.
• Strong written and verbal communication skills to deliver reviews and recommendations.
• Ability to articulate highly technical information with conviction.
• Sense of judgment and self-discipline in order to evaluate multiple opportunities and make appropriate investment decisions.
• Strong understanding of business and economics in order to research target companies and determine potentially profitable investments.
• Ability to work well with multiple levels of internal and external contacts; strong communications skills to effectively convey recommendations & rationale.
• Familiarity and experience with AI-tools is preferred but not required.

Challenges

• Manage a large amount of information on numerous companies in various industries.
• Ability to conduct research globally in different geographical areas and multiple time zones.
• Competing priorities and demanding time pressures plus the need to pay strict attention to detail.
• Decisions must be made in a swiftly changing and time-sensitive environment.

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.

The role being advertised is an existing vacancy.

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 Employer

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.

Salary & Location

Referenced Salary Location Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between $78,000.00 USD - $140,500.00 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.

Benefits

• Manulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources.
• Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights

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

Company Mission

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go.

Recent Awards

Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index

Our ambition is to be the most digital, customer-centric global company in our industry. Learn more at https://www.manulife.com/.