Apply on Employer Site

Manulife · 1 month ago

Small Cap Equity Investment Analyst

USA, Illinois, Chicago, 200 South Wacker Drive, Suite 650

Full-time

Onsite

Mid, Senior Level

$113K/yr - $179K/yr

2+ years exp

Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Small Cap Equity Investment Analyst will rigorously research small-cap and mid-cap companies in the financial sector, providing investment recommendations based on deep fundamental analysis.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Complete deep, independent fundamental analysis of companies, including the assessment of overall company quality (competitive positioning, management, etc.) and financial statement analysis to make investment recommendations

Contribute stock recommendations for inclusion in our small-cap portfolios

Qualification

Financial analysisEarnings modelingInvestment recommendationsCFA designationMBAPassion for marketsCommunication skillsMotivationIntegrityTeam collaboration

Required

Intelligence, motivation, and a high degree of personal integrity

Passionate about markets

Willingness to travel to visit companies on site and at conferences

Ability to communicate complex ideas clearly and succinctly

Demonstrated ability to model earnings and cash flow

2-5+ years of experience investing in small-cap and mid-cap financial companies

Bachelor's degree; CFA designation and/or MBA preferred

Preferred

CFA designation and/or MBA preferred

Benefits

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

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

Up to 11 paid holidays

3 personal days

150 hours of vacation

40 hours of sick time (or more where required by law)

The full range of statutory leaves of absence

Company

Manulife

Glassdoor3.9

Manulife is a leading international financial services group that helps people make their decisions easier and lives better.

Founded in 1887

Toronto, Ontario, CAN

10001+ employees

http://www.manulife.com/

Funding

Current Stage

Public Company

Total Funding

$3.31B

2025-12-02Post Ipo Debt· $1B

2024-06-11Post Ipo Debt· $363.5M

2023-03-07Post Ipo Debt· $1.2B

Leadership Team

Phil Witherington

President and CEO

Steve Finch

President and CEO, Manulife Asia

Recent News

Agri Investor

Manulife closes Permanent Cropland Plus Fund on $289m

2026-01-21

Canada NewsWire

Manulife Advances Longevity Leadership in Canada with Support for National Institute on Ageing's Landmark Survey Français

2026-01-20

prnasia.com

Manulife Launching Impact Forests, a Global Forest Restoration Initiative, Powered by veritree's Smart Forest Technology

2026-01-15

Company data provided by crunchbase