Senior Investment Analyst

Manulife is a leading international financial services provider helping people make decisions easier and lives better. Help shape the future you want to see and discover that better can take you anywhere you want to go.

Role Summary:

As a member of Manulifes Multi-Asset Solutions Team you will play a critical role in supporting the management and oversight of our Canadian asset allocation portfolios with a particular focus on target risk strategies in the retail segment (mutual fund insurance and ETF). You will partner closely with portfolio managers and distribution stakeholders to translate a macroeconomic and market outlook into clear portfolio positioning implementation and retail-ready insights.

This role offers exposure to portfolio management and asset allocation research with an emphasis on supporting the teams retail portfoliostranslating macro views into positioning supporting retail-ready commentary and product narrative and incorporating distribution feedback to improve client relevance and traction.

Responsibilities:

Portfolio management implementation & oversight

• Support day-to-day portfolio management and oversight of multi-asset portfolios ensuring alignment with investment objectives.

• Assist with monitoring trading rebalancing and ongoing maintenance of multi-asset portfolios across multiple time horizons.

• Partner with portfolio managers and analysts to execute systematic and bespoke asset allocation trades and rebalancing activity.

• Review risk and factor reports to confirm portfolio positioning aligns with outlook risk targets and mandate guidelines.

• Review attribution team outputs; synthesize key drivers and insights for portfolio managers leadership and retail communications.

Asset allocation research & macro integration

• Participate in research and portfolio management meetings to help ensure portfolio positioning reflects the teams market outlook and research views.

• Conduct investment research across asset classes regions countries and sectors; contribute investment ideas and portfolio construction analysis.

• Contribute to the development of macroeconomic views (economic and capital markets environment) including forecasts and risk scenarios and translate those views into actionable market and portfolio implications.

• Support ongoing enhancements to models processes and the teams research toolkit (e.g. scenario analysis indicators chart libraries).

Retail segment engagement

• Work closely with retail stakeholders to support the teams asset allocation funds focusing on positioning performance drivers and differentiation.

• Support communication of investment outlook trade rationale and performance drivers in a format appropriate for retail audiences (in partnership with client portfolio managers and distribution partners).

• Gather feedback from the retail channel on fund perceptions and positioning opportunities; bring insights back to the investment team to improve alignment and traction.

• Strengthen collaboration between investment and distribution teams through proactive engagement and clear consistent messaging.

Innovation analytics & tools

• Drive innovation by leveraging analytics and technology to improve portfolio management workflows and scalability.

• Develop and enhance tools and dashboards using platforms such as Aladdin Macrobond Morningstar Direct and Bloomberg along with related internal/external toolsets.

• Work confidently with large datasets and automated solutions; contribute to continuous process improvement.

Job Requirements:

• Bachelors degree in Economics Finance or related field; CFA CIM and/or MBA preferred.

• 5-7 years of experience in an investment-related role with strong exposure to asset allocation and multi-asset portfolios.

• Advising or Associate Advising Representative (Portfolio Manager) registration preferred or eligible to obtain registration within 6 months.

• Functional bilingualism (English/French) is required.

• Demonstrated macroeconomic research capability and interest (e.g. markets macroeconomics cycles); experience with econometric modelling/forecasting is an asset.

• Strong quantitative/analytical skillset (optimization and regression/econometrics familiarity helpful).

• Strong written and verbal communication skills with the ability to translate investment concepts for non-investment audiences (especially retail stakeholders).

• Proficiency with Aladdin Macrobond Morningstar Direct Bloomberg and similar tools; advanced Excel and PowerPoint required.

• Ability to manage multiple priorities in a fast-paced environment; strong attention to detail; proactive accountable collaborative team player.

• Strong interpersonal skills and ability to build relationships across the organization and with external partners (brokers research firms).

When you join our team:

• Well empower you to learn and grow the career you want.

• Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team well 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 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 .

Referenced Salary Location

Toronto Ontario

Working Arrangement

Hybrid

Salary range is expected to be between

$115500.00 CAD - $165500.00 CAD

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 for the salary range for your location.

Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.

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.

Required Experience:

Senior IC

Employment Type : Full-Time
Experience: years
Vacancy: 1