Product & Business Development Analyst- Private Wealth

Manulife John Hancock; Boston (MA); On-site; USD 65,000 - 98,000; Full time

Job summary

Manulife John Hancock seeks an Analyst to support the Private Markets team across Global Private Wealth platforms worldwide. You will assist product development, conduct market research, and help manage sales trackers and reporting materials.

You will engage with front office, sales, finance, marketing and operations while learning about private asset classes and client needs in a fast-paced environment.

Qualifications

• Bachelor's degree in Finance, Economics or Business Administration.
• 1–3 years in financial services/asset management.
• Strong analytical and communication skills.
• Knowledge of investments and markets; familiarity with private asset classes.

Responsibilities

• Support the product development cycle for Private Markets products.
• Research potential private market products and clients; build business cases.
• Manage product development, business development, and sales trackers.
• Assist in marketing materials and management reporting materials.

Skills

Analytical skills

Written & oral communication

Investment knowledge

Interpersonal skills

Planning & organization

Excel/PowerPoint

Statistical analysis

CFA/CAIA (enrolment)

Education

Bachelor's degree in Finance, Economics or Business Administration

Tools

Excel

Word

PowerPoint

Job description

Summary

The Analyst will support the Private Markets team focused on delivering products and solutions to the Advisors and Clients across Global Private Wealth firms & platforms (broker-dealers, private banks, wirehouses, independent advisors). This is a fast growing segment that is increasingly looking for unique and differentiated products, solutions and structures across various Private Markets strategies and asset classes. The Analyst will be required to support all aspects of product and business development, sales and advisor/investor support, business and process management, and special research projects as Manulife Investment Management (MIM) grows this critical distribution channel.

What you will learn

• An understanding of the various private asset classes and how they are sold; how products are developed to meet the needs of retail, mass affluent and high-net-worth investors
• An understanding of the Private Wealth management channel and the way retail/HNW investors allocate to Private Markets. Additionally, how products and solutions are diligenced and onboarded, marketed and supported, by Wealth Management firms, advisors, and individual investors.
• Strategy development - understanding how existing and new products and solutions will affect various stakeholder groups in the organization, acting as a facilitator to resolve any issues
• Influencing without title - working with various internal stakeholders who may need to change their existing processes in order to accommodate the new business

Responsibilities

• Support the product development cycle of new products & solutions for a variety of Private Markets asset classes to be distributed to retail and HNW Wealth and Investment platforms globally
• Research and analysis of potential private market products and clients to assess feasibility and build business cases
• Manage product development, business development, and sales trackers and project plans
• Assist in the preparation of marketing materials
• Assist in the preparation of management reporting materials

Skills and Qualifications

• Bachelor's degree in Finance, Economics or Business Administration
• 1-3 years' experience in financial services/asset management related field
• Analytical skills: market analysis, cost-benefit analysis and risk analysis will be performed in the process of rolling evaluating new products and markets
• Written & oral communication skills: presentations will be prepared and presented to internal and external clients
• Knowledge of investments and financial markets: The Business Analyst will be able to obtain first‑hand knowledge of the private asset classes the group is focusing on; private credit, private equity real assets, private placements and multi asset solutions.
• Interpersonal skills: In order to successfully perform their duties, the analyst will need to work with a variety of stakeholders at the firm ranging from front office, sales, finance, marketing, operations, systems, etc.
• Entrepreneurial mindset & initiative: Highly motivated self‑starter with a strong work ethic, intellectual curiosity, and a willingness to take initiative, roll up their sleeves, and assume responsibilities beyond their core remit when needed to support the growth and success of the business.
• Planning and organization skills: The candidate will help facilitate the planning and implementation for rolling out new products.
• Working knowledge of investment/financial markets
• Familiarity with a variety of financial products and services
• Demonstrated knowledge of accounting, financial or investment analysis techniques
• Ability to be flexible, creative and show initiative while working in a challenging and fast paced environment
• Strong written & oral communication skills
• Solid computer experience using Excel, Word and PowerPoint, with a strong aptitude for learning new software packages
• Familiarity with statistical analysis (quantitative & qualitative)
• Helpful: enrollment in CFA and/or CAIA

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

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://www.manulife.com/en/about/our-story.html .

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 di