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 Manulife’s 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 team’s retail portfolios—translating 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 team’s 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 team’s research toolkit (e.g., scenario analysis, indicators, chart libraries).

Retail segment engagement

• Work closely with retail stakeholders to support the team’s 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

• Bachelor’s 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

• 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.

The role being advertised is an existing vacancy.

マニュライフとジョン・ハンコックについて

マニュライフ・ファイナンシャル・コーポレーションは「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは

マニュライフは機会均等を是とする雇用主です

マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。

雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。View email address on ca.talent.com。

Referenced Salary Location

Toronto, Ontario

Working Arrangement

ハイブリッド勤務

Salary range is expected to be between $115,500.00 CAD - $165,500.00 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 View email address on ca.talent.com 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 View email address on ca.talent.com 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.