Associate Investment Analyst, REFG jobs in United States
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Manulife · 2 days ago

Associate Investment Analyst, REFG

Manulife is a leading international financial services provider, and they are seeking an Associate Investment Analyst to support the North American Real Estate Finance Group. The role involves underwriting and procuring commercial real estate mortgage loans, as well as managing communications and documentation throughout the loan lifecycle.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Conduct administrative duties including coordination of meetings, agenda preparation, minute keeping and file management
Communicate with our teams in production, compliance, portfolio management, risk management and legal during the allocation process of new loans to our funding sources
Prepare investment proposals for review and approval by our funding sources
Facilitate ongoing communication and assist with the preparation of reports required by our funding sources
Responsibilities include: (1) working closely with production, credit, closing, post-closing team members as well as external business partners, (2) gathering and reviewing all required due diligence items, (3) ensuring all conditions and documentation requirements for new loans are met during the life of loans
Operate under tight timeframes to meet the needs of borrowers, SEC exams, internal and external audits and ad hoc requests
Take on special projects and cross train with other teams as new initiatives arise

Qualification

FinanceCommercial mortgage experienceReal estate experienceMicrosoft OfficeJudgmentWillingness to learnCommunication skillsAttention to detailOrganizational skillsTeam orientedDecision-making

Required

BA and/or post-secondary education, preferably in finance, real estate or accounting (or equivalent work experience) required
Excellent communication skills, both written and oral, as well as strong computer skills, including with the Microsoft Office suite
Professional work ethic, strong attention to detail, responsive, and ability to perform well under pressure
Team oriented
Strong organizational, judgmental and decision-making skills with the ability to prioritize
Willingness to learn and desire to earn new responsibilities

Preferred

Prior commercial mortgage and/or commercial real estate experience is a plus

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) each year
The full range of statutory leaves of absence

Company

Manulife

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

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

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Phil Witherington
President and CEO
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Steve Finch
President and CEO, Manulife Asia
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Company data provided by crunchbase