Investment Analyst - Private Debt Underwriter

Manulife and John Hancock; Chicago (IL); Hybrid; USD 86,000 - 144,000; Full time

Job summary

A leading financial services provider is seeking an Investment Analyst for its Chicago office. The role focuses on senior debt underwriting and portfolio management, requiring strong financial skills and the ability to analyze credit quality. Candidates should have a Bachelor's degree and relevant experience in private credit. The position offers a hybrid working arrangement and competitive salary.

Benefits

Health Insurance

Dental Insurance

Mental Health Support

Vision Insurance

Disability Insurance

Life Insurance

Retirement Plans

Paid Time Off

Statutory Leaves

Qualifications

• At least 1 year of relevant experience with a strong interest in private credit.
• Deep understanding of complex financial modeling.

Responsibilities

• Analyzing and summarizing due diligence materials related to credit quality.
• Collaborating with the origination team on due diligence and underwriting.
• Managing ongoing portfolio activities such as credit analysis and reporting.

Skills

Financial Modeling

Finance

Accounting

Communication

Education

Bachelor's Degree

Tools

Microsoft Office

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 the following website: 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 can be based in either the Chicago or Boston office, both hubs for MIM's leveraged senior lending activities. The successful candidate will support senior debt underwriting and portfolio management within the broader MIM platform, which includes equity co-investments, mezzanine debt, and private equity fund strategies.

Responsibilities:

The professional will assist in constructing and leading 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 customer relationships. Specific responsibilities include:

1. Analyzing and summarizing due diligence materials related to the credit quality of businesses, including financial condition, products/services, sales and marketing strategies, customer and supplier bases, industry dynamics, competitive positioning, management team, and financial projections;
2. Collaborating with the origination team on due diligence, screening, and underwriting approval processes;
3. Assisting with syndication processes for transactions where MIM is leading the financings;
4. Managing ongoing portfolio activities such as credit analysis, reporting, amendments, recapitalizations, acquisitions, and restructurings;
5. Supporting efforts to attract, develop, and retain top origination, underwriting, and portfolio management talent.

Knowledge / Skills / Competencies:

• Bachelor's Degree required.
• At least 1 year of relevant experience with a strong interest in private credit.
• Deep understanding of complex financial modeling.
• Strong finance and accounting skills with meticulous attention to detail.
• Solid understanding of economics and the ability to apply current domestic and global trends to credit underwriting and portfolio management.
• Ability to multi-task, lead workflows, and take ownership of results.
• Excellent verbal and written communication skills.
• Advanced proficiency in Microsoft Office suite.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider dedicated to making decisions easier and lives better. More information is available at our story.

Equal Opportunity Employer

Manulife / John Hancock embraces diversity and is committed to fair recruitment, retention, and advancement practices without discrimination based on race, ethnicity, gender, age, disability, or other protected characteristics. We provide reasonable accommodations during the application process. To request accommodations, contact [e-mail].

Location and Compensation

The primary location is Chicago, Illinois, with a hybrid working arrangement. Salary ranges from $86,000 to $144,000 USD. Actual compensation will depend on market conditions, location, and individual qualifications. Employees are eligible for incentive programs and benefits, including health, dental, mental health, vision, disability, life insurance, retirement plans, paid time off, and statutory leaves.

For roles outside the primary location, contact [e-mail] for salary details relevant to your area.