The Associate, Investment Analyst, Fixed Income is responsible for providing timely, actionable, and accurate investment analysis and Buy/Hold/Sell recommendations to the various investment teams in helping them build focused, high-performing and well-structured portfolios. The Investment Analyst is responsible for determining and compiling sources of information to conduct their own independent analysis as well as to support and mentor junior investment staff.
Functions must be performed in the context of the unique client-defined investment strategy. The work contributes to the strategy’s successful performance and the Company’s ability to raise assets. The investment analysis performed includes fundamental reviews of individual companies and interpreting market data, trends and economic forecasts.
Focus for the Investment Analyst will largely be various Industrials sectors.
Position Responsibilities:
Analyze specific companies, interpret market trends and examine assigned sector activity in order to provide information and analysis required in the investment decision-making process. Experienced analyst typically covers several industry sectors and/or more complex asset classes. Supports more than one investment strategy team
Meet with company management and sell-side analysts to determine the short- and long-term outlook of a company. Provide verbal and written reviews of company meeting to other analysts and portfolio managers. Develop and cultivate relationships with company management and the Street in order broaden knowledge of assigned companies and industries
Complete fundamental analysis, including the analysis financial statements to make buy, sell, hold recommendations
Complete research including conducting credit analysis and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors
Construct financial models that incorporate investment guidelines and parameters to accurately review relevant security selections
Develop and maintain investment thesis and assemble data points to make specific security recommendations to portfolio management team(s)
Required Qualifications:
Bachelor’s degree required, may hold advanced degree (MBA etc) and/or CFA Charter
Typically has 3+ years of investment or relevant business experience
Superior analytic skills to complete detailed fundamental analysis. Ability to construct investment models to identify and track value added securities
Strong team player
Strong written and verbal communication skills to deliver reviews and recommendations. Ability to articulate highly technical information with conviction
Strong understanding of business and economics in order to research target companies and determine potentially profitable investments
Strong sense of judgment and self-discipline in order to evaluate multiple opportunities and make appropriate investment decisions
Ability to work without direction and think creatively and independently
Problems/Challenges:
Manage a large amount of information on numerous companies in various industries. Ability to conduct research globally in different geographical areas and multiple time zones
Competing priorities and demanding time pressures combined with the need to pay strict attention to detail. Decisions must be made in a swiftly changing and time sensitive environment.
When you join our team:
We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Primary Location
Boston, MassachusettsWorking Arrangement
HybridSalary range is expected to be between
$91,000.00 USD - $165,000.00 USDIf you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including 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. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our 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, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency
Company: John Hancock Life Insurance Company (U.S.A.)