Timberland Portfolio Analytics Lead

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

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.