Investment Analyst, Fixed Income

John Hancock; Boston (MA); Hybrid; USD 78,000 - 141,000; Full time

Job summary

Manulife/John Hancock is seeking an Investment Analyst, Fixed Income to deliver timely, actionable analysis and Buy/Hold/Sell recommendations within the corporate credit universe. The role involves independent research, model-building, and collaboration with portfolio managers to build focused, well-structured portfolios.

The candidate will conduct fundamental analysis, interpret market trends, and support senior staff with issuer information, financial data, and risk assessment.

Qualifications

• Bachelor’s degree required; advanced degree and/or CFA designation desirable.
• Typically 2+ years of experience in asset management or related investment analysis.
• Strong analytic and organizational skills for detailed fundamental analysis.
• Ability to construct investment models and identify value-added securities.
• Excellent written and verbal communication; ability to convey complex information clearly.

Responsibilities

• Analyze companies, industry trends, and market activity to support investment decisions.
• Meet with management and sell-side analysts to discuss outlook and prepare reviews for portfolio managers.
• Develop and update financial models with issuer data, financial statements, and market data.
• Conduct credit analysis and evaluate pricing trends across fixed-income sectors.
• Construct investment guidelines-compliant models and assemble data to support security recommendations.
• Maintain investment theses and data points for portfolio management teams.

Skills

Fundamental analysis

Financial modeling

Industry analysis

Executive communication

Credit analysis

AI-tools familiarity

Education

Bachelor's degree

CFA designation

Advanced degree

Tools

AI-tools

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.

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].

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. If you are applying for this role outside of the primary location, please contact [e-mail] for the salary range for your location.

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.

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.

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