Timberland Portfolio Analyst – Client Insights & Analytics

John Hancock; Boston (MA); Hybrid; USD 78,000 - 141,000; Full time

Job summary

Manulife/John Hancock is seeking a Portfolio Analyst to support portfolio analytics, performance analysis, and reporting for timberland investments. You will work with Portfolio Managers to evaluate historical and forecasted performance, supporting investment decisions and client communications.

The role requires 2–4 years in investment analysis or portfolio management, strong Excel/PowerPoint skills, and the ability to leverage AI-enabled tools while maintaining accuracy.

Qualifications

• Fiduciary responsibility and commitment to SRI/ESG principles
• 2–4 years of investment analysis/portfolio management or client advisory experience; real assets or timberland preferred
• Bachelor's in Finance, Economics, Business, Forestry, Natural Resources or related field; graduate degree preferred
• Pursuit of CFA/CAIA designations highly desirable
• Advanced proficiency in Microsoft Office; strong emphasis on Excel and PowerPoint for analysis and client presentations
• Proficiency with AI-enabled tools to enhance analytics, reporting, and productivity with validation for accuracy
• Familiarity with investment reporting, performance measurement and financial modeling desirable
• Strong analytical skills with investment data and related systems
• Excellent verbal, written, and presentation skills for clients and senior management
• Client service orientation; advisory/relationship management experience advantageous
• Ability to build relationships across all levels and work collaboratively in a team
• Strong organizational skills and ability to manage multiple tasks; 15% travel

Responsibilities

• Lead portfolio analytics, performance analysis and reporting for assigned client portfolios
• Conduct in-depth evaluations of historical and forecasted performance, identifying trends, risks and opportunities
• Analyze acquisition and disposition opportunities with robust financial modeling and scenario analysis
• Collaborate with operations, research, planning and accounting to interpret performance drivers
• Review property-level budgets and long-term management plans for consistency with portfolio objectives
• Monitor global timberland markets and macro trends to inform strategy and client communications
• Draft MD&A narratives for quarterly and annual financial reports
• Prepare materials for client portfolio reviews and present with Portfolio Managers
• Respond to client inquiries with data-driven analytics

Skills

Fiduciary responsibility

SRI/ESG principles

Financial analysis

Portfolio management

Excel

PowerPoint

AI-enabled tools proficiency

Investment data proficiency

Verbal and written communication

Relationship management

Team collaboration

Travel readiness

Education

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

Graduate degree in one of these disciplines (preferred)

CFA or CAIA designation (desirable)

Tools

Excel

PowerPoint

AI-enabled analytics tools

Job description

Manulife/John Hancock is seeking a Portfolio Analyst to support portfolio analytics, performance analysis, and reporting for timberland investments. You will work with Portfolio Managers to evaluate historical and forecasted performance, supporting investment decisions and client communications.

The role requires 2–4 years in investment analysis or portfolio management, strong Excel/PowerPoint skills, and the ability to leverage AI-enabled tools while maintaining accuracy.