Portfolio Analyst

Manulife; Charlotte (NC); Hybrid; USD 78,000 - 141,000; Full time

Job summary

Manulife seeks a Portfolio Analyst to support the Timberland Portfolio Management & Client Services teams in developing and implementing client timberland investment strategies. You will perform financial analyses of client portfolios to enhance performance and ensure compliance with investment agreements.

You will lead portfolio analytics, performance analysis, and reporting for assigned client portfolios, build financial models for acquisitions, and prepare materials for client reviews.

Qualifications

• 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.
• Bachelor’s degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree is preferred.
• Progress toward or commitment to pursue CFA/CAIA is highly desirable.
• Advanced proficiency in Microsoft Office, esp. Excel and PowerPoint for financial and data analysis.
• Proficiency in leveraging AI-enabled tools to enhance analytical workflows, research, reporting, and productivity.
• Familiarity with investment reporting, performance measurement, and financial modeling is desirable.
• Strong analytical skills and ability to work with investment data and systems.
• Excellent verbal, written, and presentation skills.
• Travel approximately 15% for client meetings and site visits.

Responsibilities

• Lead portfolio analytics, performance analysis, and reporting for assigned client portfolios.
• Conduct evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities.
• Analyze acquisition and disposition opportunities, supporting investment decisions with financial models and scenario analysis.
• Collaborate with operations, research, planning, and accounting teams to interpret performance drivers.
• Review budgets and long-term plans to ensure consistency with portfolio objectives.
• Monitor timberland market dynamics and macro trends to inform strategy and client communications.
• Prepare MD&A narratives for quarterly and annual reports and client reviews.
• Support acquisition funding strategies and development of investment offering materials.
• Perform ad hoc analyses and contribute to special projects for portfolio development and client relationships.
• Support continuous improvement with AI and emerging technologies to enhance analytics and reporting.

Skills

Fiduciary responsibility

SRI/ESG principles

Analytical skills

Client service orientation

Communication skills

Team collaboration

Travel 15%

AI-enabled tooling

Education

Bachelor’s degree in Finance/Economics/Business/Forestry/Natural Resources

Graduate degree preferred

Tools

Microsoft Excel

PowerPoint

AI tools

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.

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

Charlotte, North Carolina

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

Company: John Hancock Life Insurance Company (U.S.A.)

Exciting opportunity for a Resource Planning Analyst to develop and deliver timber investment models supporting asset management decisions. Key responsibilities include preparing comprehensive property management plans and annual long-term plans. Ideal for candidates with expertise in timberland discounted cash-flow modeling and strong collaborative skills.

We are expanding our team: As General Manager of Value Added Services, you will lead strategic direction and oversight of non-timber revenue generating activities across client assets. Oversee high-value projects, manage a team, and drive business development. Ideal for experienced leaders in environmental or business management with a strong background in project management.

Location: Work At Home, North Carolina, United States of America

We're committed to creating a workplace where employees feel empowered to grow the career they want.

Shouldn't there be more to a workplace than work? We think so. That’s why we offer a range of benefits to help you grow both personally and professionally.

Inclusion We believe that embracing inclusion is the key to creating a stronger, more resilient organization. It's not just a value - it's a strategic advantage that sets us apart.