Portfolio Implemetation Analyst

The Portfolio Implementation Analyst will support various Portfolio Management teams in the day-to-day implementation of portfolio changes across the team’s various SMA, UMA and Asset Allocation strategies.

As part of this role you will oversee and supervise operational and compliance aspects associated with the management and trading of both equity and fixed income securities. The role involves interaction with Portfolio Managers, Operations, Traders, Compliance, Risk Management, Portfolio Specialists and Relationship Management to coordinate all of the daily requirements of portfolio management.

Position Responsibilities:

• Implement trades and changes in the portfolios and supervise investment process from end-to-end; review cash levels and flows.

• Monitor portfolios to ensure the team’s investment strategy is implemented consistently across accounts, monitor portfolio performance and attribution in relation to market movements and investment guidelines

• Responsible for tax harvesting analysis and execution for all client requests

• Serve as the initial contact for Compliance issues raised on portfolios, and associated investigation and escalation

• Assist with portfolio management projects

• Conduct monthly portfolio reviews for dispersion

• Assist Management in various reporting requirements
  

Key Shared Responsibilities:

• Coordinate on-boarding of new sponsor relationships

• Identify system and application issues and enhancements, and collaborate with IT teams to define requirements and develop improvements/solutions

• Interact directly with other team members and all other levels of management to develop and implement new workflows when needed
  

Required Qualifications:

• 3-5 years’ experience in the financial industry

• Experience with Bloomberg and/or Fiserv APL (Tegra 118) a plus

• Fixed Income background a plus

• Experience with retail separately managed accounts a plus

• Strong digital literacy (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
  

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.

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 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 [email protected] .

Referenced Salary Location

Salary range is expected to be between

If you are applying for this role outside of the primary location, please contact [email protected] 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 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 [email protected] for more information about U.S.-specific paid time off provisions.