Investment Associate, Macro & Investment Strategy

Posted 6 Days Ago
Be an Early Applicant
2 Locations
76K-127K Annually
Junior
Fintech • Insurance • Financial Services
The Role
The Investment Associate will support the investment strategist team by compiling economic and market data, conducting analysis, developing investment strategy content, maintaining databases, and tracking investment decisions.
Summary Generated by Built In

The Multi Asset Solutions Team (MAST) manages over $160 billion of multi-asset and outcome-oriented portfolios distributed across the Institutional, Retail, and Retirement platforms at Manulife.

The investment strategist team within MAST is hiring an Investment Associate reporting to a Managing Director.  This role will help with the day-to-day activities of the team, including investment strategy research, creating reports, maintaining data, and supporting content for delivery to clients.

Responsibilities

  • Support senior MAST members by compiling economic and market data, producing analysis, and developing and updating charts.
  • Support the firm’s investment strategists in the development of thought leadership content and related deliverables.
  • Develop and maintain up-to-the-minute knowledge of positioning across the firm’s global investment strategies.
  • Track economic and market views from a sizeable network of research providers and distribution partners.
  • Maintain knowledge of daily market and economic activity, as well as investor/advisor trends; produce analysis and create reports as needed.
  • Maintain a detailed database of asset allocation decisions over time; track and analyze decisions on a monthly, quarterly, and annual basis.
  • Support team on research projects related to investment and macroeconomic strategy.

Job Requirements

  • Undergraduate degree in finance, economics, business, or related field
  • 2+ years of experience in the investment industry
  • Graduate degree and/ or CFA preferred (or progress towards one or both)
  • Experience with research tools such as Factset, Bloomberg, and Morningstar
  • Knowledge of global markets and asset allocation
  • Well-developed research and analytical skills; attention to detail and quality
  • Highly quantitative; advanced proficiency in excel required (e.g. building macros, troubleshooting complex formulas)

Key Success Factors

  • Responsiveness (ability to get back to requests quickly, dive in on projects etc)
  • Precision (is the data correct, is the successful candidate helping us catch mistakes, do they help with overall quality control)
  • Innovation (creating original content for presentations, blogs, tweets, etc. developing new reports, etc.).

#LI-WAM

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].

Primary Location

Boston, Massachusetts

Working Arrangement

Hybrid

Salary range is expected to be between

$76,000.00 USD - $127,000.00 USD

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/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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)

Top Skills

Excel
The Company
HQ: Toronto, Ontario
32,427 Employees
On-site Workplace

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.
Visit www.Manulife.com to find out more.

For Manulife terms of use, please visit http://bit.ly/SM_Terms

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