We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.Working ArrangementHybridJob DescriptionThe opportunityThe Portfolio Analyst supports the Portfolio Management team in the day-to-day implementation of portfolio changes across the firm’s fixed income portfolios. The incumbent will oversee and monitor operational and compliance aspects associated with the management and trading execution of fixed income securities and derivatives. The role involves daily interaction Portfolio Managers, Traders, Compliance, Operations, Portfolio Specialists and Relationship Management to coordinate all the daily requirements of portfolio managementIndividual Responsibilities
Implement changes in the portfolios and oversee investment process from end-to-end; review cash levels and flows, assist Portfolio Managers in trade allocation and processing. Oversee foreign currency and interest rate derivative positions
Monitor portfolios to ensure the team’s investment strategy is implemented consistently across accounts, maintain oversight of portfolio risk, and analyze portfolio performance attribution in relation to market movements and guidelines
Act as first point of contact for Compliance issues raised on portfolios, and associated investigation and escalation
Shared Responsibilities
Attend investment team meetings, compile on-going information about market sentiment and trading environment and report to portfolio managers for use in investment decisions
Coordinate on-boarding of new accounts
Identify system and application issues and enhancements, and collaborate with IT teams to define requirements and develop enhancements/solutions
Interact directly with portfolio managers on special projects that will drive investment decisions
Decision Authorities
Use judgement to make recommendations on cash levels and portfolio allocations for consistency across accounts and within guideline compliance
Create, interpret, and maintain reports on portfolio sector, duration, currency, quality and issuer exposures to ensure portfolio management team has a complete view of a portfolio’s risk profile
Devise solutions for any operational or compliance issues raised on portfolios ensure they are resolved in a timely fashion
Direct internal resources across operations (country openings, derivative usage), compliance (guideline interpretation), legal (investment policy statements, counterparty agreements) and relationship/client reporting teams for the efficient on-boarding of new client accounts
Analyze market events, portfolio risk and performance attribution and review results with portfolio managers, which may directly impact portfolio investment strategy
What motivates you?
You obsess about customers, listen, engage and act for their benefit.
You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
You thrive in teams and enjoy getting things done together.
You take ownership and build solutions, focusing on what matters.
You do what is right, work with integrity and speak up.
You share your humanity, helping us build a diverse and inclusive work environment for everyone.
What we are looking for
Bachelor’s degree in Economics, Finance or a related field
3 years of related investment work experience
Knowledge of securities and the investment business and ability to apply knowledge to work assignments
Progress toward CFA other investment related accreditations preferred
Outstanding analytical skills, both quantitative and qualitative
Able to prioritize work and meet deadlines
Self-motivated, enthusiastic, responsible, organized, with excellent attention to detail
Excellent written and verbal communication skills in English, with experience in communicating investment matters
Excellent computer skills (Excel, Word, databases) including familiarity with key industry related software and databases
Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization
What can we offer you?
A competitive salary and benefits packages.
A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
A focus on growing your career path with us.
Flexible work policies and strong work-life balance.
Professional development and leadership opportunities.
Our commitment to you
Values-first cultureWe lead with our Values every day and bring them to life together.
Boundless opportunityWe create opportunities to learn and grow at every stage of your career.
Continuous innovationWe invite you to help redefine the future of financial services.
Delivering the promise of Diversity, Equity and InclusionWe foster an inclusive workplace where everyone thrives.
Championing Corporate CitizenshipWe build a business that benefits all stakeholders and has a positive social and environmental impact.
About Manulife and John HancockManulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.Manulife is an Equal Opportunity EmployerAt 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 .Salary & BenefitsThe annual base salary for this role is listed below.Primary LocationBoston, MassachusettsSalary range is expected to be between$89,000.00 USD - $141,000.00 USDIf you are applying for this role outside of the primary location, please contact for the salary range for your location. 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. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.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.Company: John Hancock Life Insurance Company (U.S.A.)