Sr. Associate, Separate Managed Accounts (SMA) Trading Operations

The SMA Trading Operations Role is a position with the Private Client Group within Manulife and will provide trade support to the separately managed account “SMA” or retail wrap business unit.  This involves both SMA and UMA trading and includes both US and Canadian strategies.  Traders will maintain and build relationships with external counterparties and internal clients.

Responsibilities:

• Responsible for all SMA trading through both electronic and manual delivery methods.

• Responsible for all UMA trading through both electronic and manual delivery methods.

• Work within the Private Client Group as a team member to ensure efficient workflow of all client transactions.

• Act as a resource to Portfolio Managers regarding all trading activity.

• Monitor markets to determine the impact of market activities and economic releases on trade execution. 

• Build and maintain positive relationships with all brokers dealers used by the SMA desk.

• Ensure that all activities, trading and analytical, are within the Company’s Compliance and Audit Procedures as well as those of the Regulatory agencies.

• Assist Relationship Administrators with all complex trading related issues.

• Miscellaneous reporting as required.

• Support Management in all key initiatives such as strategy and sponsor onboarding.

What we are looking for

• Bachelor’s Degree in accounting, business, or finance is preferred.

• 3 to 5 years of securities industry experience. 

• Experience with Investcloud (Fiserv APL), Vestmark and other SMA industry related platforms is a plus.

• Individual must be PC literate and experienced with Excel and Word. 

• Meticulous attention to detail.

• The individual must have good project and time management skills.  Excellent communication skills and expertise in maintaining professional relationships with all contacts, both internal and external.

• Ability to work under pressure, within tight time deadlines and rapidly-changing financial markets.

• Ability to prioritize and progress on several tasks.

• Ability to work in a team environment.

• Strong technical and analytical skills.

• Proficiency with computers and major application software.

• Strong communication and negotiation skills, both written and oral.

• Quick to take action and to learn and grasp new technology and concepts.

• Knowledge of products, financial markets, financial risk management and macroeconomics.

• Knowledge and experience in both equity and fixed income securities.

• Advanced Excel and experience in programming.

• Minimum 5 years in trading and analysis.

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

#LI-JH

#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

Hybrid

Salary range is expected to be between

$71,550.00 USD - $119,250.00 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.)