Portfolio Analyst

Manulife John Hancock; Charlotte (NC); On-site; USD 75,000 - 110,000; Full time

Job summary

Manulife John Hancock, a leader in financial services, seeks a Portfolio Analyst to support portfolio managers in developing timberland strategies and performance reporting. You will analyze client portfolios, build financial models, and deliver data-driven insights.

The role requires strong analytics, proficiency in Excel and PowerPoint, and a client-focused advisory mindset with cross-functional collaboration across the Timberland Portfolio Management & Client Services team.

Qualifications

• Fiduciary responsibility and commitment to SRI/ESG principles.
• 2–4 years in investment analysis, portfolio management, or client advisory; real assets/timberland is a plus.
• Bachelor’s in Finance, Economics, Business, Forestry, Natural Resources or related field; graduate degree preferred; CFA/CAIA desirable.

Responsibilities

• Lead portfolio analytics, performance analysis, and reporting for assigned client portfolios.
• Analyze acquisition/disposition opportunities with robust financial modeling.
• Collaborate with operations, research, planning, and accounting teams to understand performance drivers.
• Review budgets and long-term plans to ensure consistency with portfolio objectives.
• Monitor timberland market dynamics and macro trends to inform strategy.

Skills

Fiduciary responsibility

SRI/ESG principles

Excel

PowerPoint

AI tools

Investment data analysis

Strong analytical skills

Verbal communication

Written communication

Client service orientation

Relationship building

Organizational skills

Team collaboration

Travel availability

Education

Bachelor's degree in Finance, Economics, Business, Forestry, Natural Resources, or related field

Graduate degree preferred

CFA/CAIA designation desirable

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

The Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as well as other stakeholders throughout the organization. The Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies and performance analysis/reporting. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.

Position Responsibilities:

• Lead, in coordination with the Portfolio Manager, portfolio analytics, performance analysis, and reporting for assigned client portfolios Conduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities
• Analyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis
• Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers
• Review and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives
• Monitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications
• Draft management discussion and analysis (MD&A) narratives to accompany quarterly and annual financial reports
• Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings
• Respond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights
• Support the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models
• Perform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management
• Support continuous improvement initiatives, including the thoughtful application of AI and other emerging technologies to enhance analytical processes, reporting capabilities, and team productivity.

Required Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative, but not necessarily exclusive, of the knowledge, skill and/or abilities needed to perform the responsibilities successfully. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

• Proven understanding of fiduciary responsibility and a strong commitment to SRI/ESG principles
• 2-4 years of relevant experience in investment analysis, portfolio management, or client advisory, ideally within real assets or timberland investments. Additional experience is a plus
• Bachelor's degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree in one of these disciplines is preferred
• Progress toward, completion of, or commitment to pursue professional designations such as CFA or CAIA is highly desirable
• Advanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial and data analysis, and PowerPoint for creating clear, compelling client presentations.
• Proficiency in leveraging AI-enabled tools to enhance analytical workflows, research, reporting, and productivity, while applying appropriate judgment and validating outputs for accuracy
• Familiarity with investment reporting, performance measurement, and financial modeling is desirable
• Strong analytical skills and proficiency working with investment data and related systems
• Excellent verbal, written, and presentation skills, with the ability to communicate complex information clearly and confidently to clients and senior management.
• Demonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous.
• Ability to build relationships across all levels of the organization and work collaboratively in a team environment.
• Strong organizational skills and the ability to manage multiple tasks and deadlines efficiently
• Travel required, approximately 15%, for client meetings, site visits, and team collaboration

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