Investment Analyst - Private Debt Underwriter

Manulife Financial Corporation; Chicago (IL); Hybrid; USD 86,000 - 144,000; Full time

Job summary

A leading financial services provider is seeking an Investment Analyst for their Private Debt Underwriting team. This role, based in Chicago or Boston, involves supporting senior debt underwriting and portfolio management. Candidates should have strong financial modeling skills and a Bachelor's degree, with a focus on building diversified senior loan portfolios. The position offers a hybrid work arrangement and a competitive salary with benefits.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Retirement Plans

Paid Time Off

Statutory Leaves

Qualifications

• 1 year of relevant experience required.
• Strong financial modeling skills and excellent communication abilities.

Responsibilities

• Analyze due diligence materials related to credit quality.
• Collaborate on due diligence and underwriting approval processes.
• Manage ongoing credit analysis and reporting.

Skills

Financial Modeling

Communication

Education

Bachelor's Degree

Job description

Founded in 1862, John Hancock Life Insurance Company, a subsidiary of Toronto-based Manulife Financial Corporation, has been providing capital solutions to U.S. middle market companies for decades. In 2000, the Hancock Capital Management team ("HCM") was established to spearhead these activities. Today, Manulife Investment Management ("MIM"), the consolidation of Manulife investment platforms, manages over $9.0 billion of private equity-related capital for Manulife Financial Corporation and its partners, including insurance companies, endowments, corporate pension plans, family offices, and high net worth individuals. Additional information on MIM can be found at Private equity & credit capital solutions | Manulife Investment Management.

MIM is seeking candidates for the position of Investment Analyst, Private Debt Underwriter, within its Leveraged Senior Credit Group. The role will be based in either Chicago or Boston, both hubs for MIM's leveraged senior lending activities. The analyst will support senior debt underwriting and portfolio management across the broader MIM platform, which includes equity co-investments, mezzanine debt, and private equity fund strategies.

Responsibilities :

The professional will support the firm's efforts to construct and lead high-quality, diversified senior loan portfolios that aim to surpass market risk-adjusted returns. This involves evaluating and executing financing opportunities with a focus on strong credit discipline and positive client relationships. Specific responsibilities include:

1. Analyzing and summarizing due diligence materials related to the credit quality of businesses, including financial analysis, industry dynamics, management assessment, and projections;
2. Collaborating with the origination team on due diligence, screening, and underwriting approval processes;
3. Assisting with syndication processes for transactions where MIM leads financings;
4. Managing ongoing credit analysis, reporting, and activities such as amendments, recapitalizations, acquisitions, and restructurings;
5. Supporting talent development within origination, underwriting, and portfolio management teams;
6. Minimum requirements include a Bachelor's Degree, 1 year of relevant experience, strong financial modeling skills, and excellent communication abilities.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider dedicated to helping people make decisions easier and lives better. More about us can be found at our story.

Equal Opportunity Statement

Manulife is an Equal Opportunity Employer committed to diversity and inclusion. We strive to attract, develop, and retain a diverse workforce and foster an inclusive environment. We prohibit discrimination based on race, ethnicity, gender, age, disability, and other protected characteristics. Applicants requiring accommodations during the application process are encouraged to contact [e-mail].

Additional Details

Primary location: Chicago or Boston (Hybrid work arrangement). Salary range: $86,000 - $144,000 USD, with potential incentives based on performance. Benefits include health, dental, vision, life insurance, retirement plans, paid time off, and statutory leaves.