Investment Analyst jobs in United States
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Manulife · 8 hours ago

Investment Analyst

Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Investment Analyst will support the ICED-T Team’s senior analysts in managing fixed income portfolios, which includes writing investment reviews, modeling financial outcomes, and analyzing investment risks.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Identify and analyze company-specific and industry-wide investment risks
Develop a framework for developing credit ratings and rating tolerances
Translate investment risks into a credit rating
Become familiar with deal specific and industry standard documentation
Attend management presentations and actively participate in discussions on company strategy and performance where appropriate
Interface and build relationships with sell side and third party research analysts
Prepare comprehensive written reviews of individual investments
Communicate changes in investment risk across the investment team and broader investment management complex on a timely basis
Contribute to efforts in researching markets, companies and industries for identifying new investment opportunities
Contribute to and participate in a due diligence process that includes meeting with issuer management, company site visits and the development of documentation
Contribute to the preparation of investment memoranda in support of investment recommendations
Interface with Credit, Trading and Portfolio Management for your portfolio companies, serve as a backup analyst in the absence of a primary analysts
Attend and represent MFC/JH at conferences, roadshows and management meetings
Contribute to associate analysts and intern recruitment efforts
Contribute to direct marketing efforts through research, materials development and analysis

Qualification

Quantitative analysisQualitative analysisCFA designationOffice softwareWritten communicationVerbal communicationResearch skillsTeam collaboration

Required

A Bachelor's degree
Well developed quantitative and qualitative analytical skills
Highly developed written and verbal presentation skills
Competency in office software
0-2 years of relevant experience
Pursuing or planning to pursue the CFA designation or an MBA

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
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
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