Investment Portfolio Governance & Strategy Reporting Lead

Manulife

Boston (MA)

Hybrid

USD 153,000 - 284,000

Full time

5 days ago
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Benefits offered by this job

Incentive programs

Job summary

Manulife Financial Corporation seeks an AVP for Investment Portfolio Oversight & Strategy Reporting in Boston. You will govern strategic investments, drive independent portfolio health insights, and deliver executive and board-ready reports with clarity and impact.

You will lead a team, modernize reporting with AI-enabled analytics, and coordinate with Finance to prioritise investments and track outcomes. This role blends governance, analytics and leadership in a complex financial services

Qualifications

  • Bachelor’s degree in business, finance, economics, engineering or related quantitative field; MBA is an asset.
  • 12+ years in strategy, portfolio management, investment governance, transformation, corporate finance or mgmt consulting.
  • 5+ years of people leadership building high‑performing analytical/advisory teams.
  • Experience presenting executive- and board-level reporting in public or regulated environments.
  • Strong financial acumen and ability to distill complexity for leaders.
  • Experience in financial services; advanced analytics and data visualization skills (Power BI, AI Tools) are assets.

Responsibilities

  • Own and evolve the investment governance framework for strategic investments.
  • Maintain a single, trusted view of the investment portfolio and health.
  • Lead portfolio performance reporting with insights, trends and actions.
  • Provide analytical foundation for prioritization with scenario modelling and funding visibility.
  • Design and lead benefits-realization with measurable baselines and validation.
  • Identify portfolio risks and present options to decision-makers.
  • Oversee strategy reporting calendar and executive/board content accuracy.
  • Modernize reporting with automation and AI-enabled analytics.
  • Develop a high-performing, objective and inclusive team.

Skills

Executive communication
Analytical rigor
Financial acumen
Team leadership

Education

Bachelor’s degree in business/finance/economics/engineering
MBA or professional designation (asset)

Tools

Power BI
AI Tools

Job description

Manulife Financial Corporation seeks an AVP for Investment Portfolio Oversight & Strategy Reporting in Boston. You will govern strategic investments, drive independent portfolio health insights, and deliver executive and board-ready reports with clarity and impact.

You will lead a team, modernize reporting with AI-enabled analytics, and coordinate with Finance to prioritise investments and track outcomes. This role blends governance, analytics and leadership in a complex financial services

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