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Manulife · 7 hours ago

Sr. Investment Analyst, Multi-Asset Solutions Team

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$116K/yr - $202K/yr

7+ years exp

Manulife is a leading international financial services provider, and they are seeking a Sr. Investment Analyst to join their Multi-Asset Solutions team. This role involves supporting the management and oversight of multi-asset strategies, collaborating with portfolio managers, and leveraging advanced analytics to optimize investment decision-making.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Assist in the day-to-day implementation and oversight of multi-asset portfolios, ensuring alignment with investment objectives and mandates

Participate in research and portfolio management meetings to help ensure strategy positioning reflects the investment team’s market outlook and research perspectives

Support portfolio managers in quantitative portfolio construction studies to help formulate optimal strategic and tactical asset allocation mixes

Drive innovation by leveraging advanced analytics and technology platforms to optimize portfolio management workflows and enhance scalability

Collaborate with portfolio managers and analysts to facilitate systematic and bespoke asset allocation trading and rebalancing activities

Incorporate synthetic exposures where appropriate to adjust positioning efficiently and cost-effectively

Conduct detailed risk and factor evaluation across multi-asset portfolios to ensure consistency with investment outlooks and mandates

Perform performance attribution analysis and compile insights for dissemination across portfolio management and senior management teams

Work with client portfolio managers to support communication of investment outlook, trade rationale and performance drivers

Build and maintain relationships with key external partners, including brokers and research firms, to gain research insights and understand product development initiatives

Collaborate effectively across the organization, including multi-asset portfolio managers and analysts, trading, portfolio construction & risk, manager research, and other key stakeholders

Develop and implement systematic tools and dashboards utilizing platforms such as Aladdin, Bloomberg, FactSet, and BarraOne to improve efficiency, transparency and decision-making across asset allocation strategies

Gain expertise in new tools and share insights with the team to support adoption and best practices

Stay informed on emerging technologies and contribute ideas for process improvements that enhance investment decision-making and operational efficiency

Qualification

CFAPortfolio managementQuantitative analysisExcelPythonAladdinCommunication skillsTeam collaborationAttention to detail

Required

Bachelor's degree in Economics, Finance, or a related field; CFA and/or MBA or progress toward designation preferred

7+ years of experience in investment-related field

Strong quantitative and analytical skills with a demonstrated ability to think critically and solve problems

Collaborative team player with excellent written and oral communication skills

Advanced proficiency in Excel and PowerPoint; programming skills (Python, VBA, SQL) highly desirable

Proficiency in portfolio management and analytical software including BlackRock's Aladdin, FactSet, Bloomberg, Morningstar DIRECT™ and other investment tools a plus

Comfort working with large datasets and building automated solutions

Ability to manage multiple priorities in a fast-paced environment with strong attention to detail