Senior Analyst, Asset Management jobs in United States
cer-icon
Apply on Employer Site
company-logo

Manulife · 6 hours ago

Senior Analyst, Asset Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation, seeking a Senior Analyst, Asset Management to support its growing platform. The role involves complex financial modeling, analysis, and collaboration with Asset Managers on leasing, property management, and capital projects.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Provide financial analysis and support for asset-level decision-making and transactions
Conduct quantitative and qualitative analyses and reporting across the region’s portfolio, delivering forward-thinking analysis to support decision-making and strategy
Conduct and/or support analysis for evaluation of leasing opportunities, capital projects, and tenant credit. Develop and present findings for Senior Management and Portfolio Managers as required
Draft investment committee memorandums for leasing and dispositions as needed
Assist with acquisitions and dispositions when applicable
Play an integral role in identifying market trends and extracting insights for the regional portfolio, contributing to market commentary produced by Asset Managers. Present and review with Senior Management and Portfolio Managers as required
Review and validate Yardi monthly financials/operating statements and variance reports. Understand cash flow requirements and distribution analysis
Support ongoing loan compliance and credit/security monitoring activities
Support Asset Manager coordination, production, and presentation of annual business plans to Senior Management and Portfolio Managers
Build and maintain quarterly Argus models and support hold vs. sell analyses conducted by regional Asset Managers. Undertake model audits, quality assurance reviews, and support standard processes compliance
Coordinate appraisal review and commentary by regional Asset Managers and conduct variance analysis to external appraisals
Handle the collaboration with leasing brokers, including the review of LOIs and preparation of financials analysis to support leasing recommendations
Review and selectively audit asset-level financial reporting submitted from Property Managers, including capital commitment forecasts, expense recovery calculations, and funding projections. Oversee timeliness of Yardi financial and accounting information submitted from Property Managers
Review quarterly re-forecast packages compiled by property management
Support special projects and conduct ad-hoc analyses as required
Work with MIM business leaders to communicate efficiently both internally and externally

Qualification

Financial modelingArgus EnterpriseReal estate investmentMicrosoft ExcelYardiAnalytical skillsTeam-orientedCommunication skillsAttention to detailTime management

Required

Undergraduate degree or equivalent experience in Finance, Accounting, Economics or Real Estate from top academic institution required
Minimum of 2-4 years of validated experience preferably from one of the top capital markets brokerage firms or other institutional real estate organizations
Advanced proficiency with Microsoft Excel (financial modeling, creation of templates) and Argus Enterprise. Experience with real estate accounting systems, experience with Yardi a plus
Knowledge of real estate investment, asset management, accounting and administration concepts

Preferred

Capable of handling challenging priorities and maintaining strong attention to detail under deadlines
Outstanding analytical and critical thinking skills (both quantitative and qualitative)
Able to efficiently work in a team-oriented environment and partner with different functional groups
Strong work ethic, a high level of integrity, and the desire to take initiative
Excellent written and oral communication skills. Strong organizational, time management and priority setting skills
Focused and self-motivated teammate who balances independent thinking with the execution capabilities and strengths of the rest of the organization
Some travel may be required

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)

Company

Manulife

company-logo
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

leader-logo
Phil Witherington
President and CEO
linkedin
leader-logo
Steve Finch
President and CEO, Manulife Asia
linkedin
Company data provided by crunchbase