Portfolio Analyst job - John Hancock - Boston, MA

1506529

Description

Portfolio Implementation Analyst/ Senior Portfolio Implementation Analyst

The Portfolio Analyst will support the Portfolio Management team in the day-to-day implementation of portfolio changes across the firm’s fixed income portfolios. The candidate will oversee and monitor operational and compliance aspects associated with the management and trading execution of fixed income securities and derivatives. The role involves daily interaction Portfolio Managers, Traders, Compliance, Operations, Portfolio Specialists and Relationship Management to coordinate all the daily requirements of portfolio management.

Responsibilities

Implement changes in the portfolios and oversee investment process from end-to-end; review cash levels and flows, assist Portfolio Managers in trade allocation, execute trades and oversee foreign currency and interest rate derivative positions

Monitor portfolios to ensure the team’s investment strategy is implemented consistently across accounts, maintain oversight of portfolio risk and analyze portfolio performance attribution in relation to market movements and guidelines

Act as first point of contact for Compliance issues raised on portfolios, and associated investigation and escalation

Attend investment team meetings, compile on-going information about market sentiment and trading environment

Coordinate on-boarding of new accounts

Identify system and application issues and enhancements, and collaborate with IT teams to define requirements

Assist with portfolio management projects

Qualifications

Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA or progress towards preferred

Analyst level: 2-5 years experience in asset management operations, trading or systems

Senior Analyst level: 5+ years experience in asset management operations, trading or systems

Strong computer skills (Excel, Word, databases) including familiarity with key industry related software and databases (Bloomberg, Point)

Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization

Knowledge of securities and the investment business and ability to apply knowledge to work assignments

Superior attention to detail, self-motivated and ability to prioritize to ensure tasks are completed within the appropriate timeframe

Manulife Asset Management is the global asset management arm of Manulife, providing comprehensive asset management solutions for investors. This investment expertise extends across a broad range of public and private asset classes, as well as asset allocation solutions. As at December 31, 2014, assets under management for Manulife Asset Management were approximately C$321 billion (US$277 billion).

Manulife Asset Management’s public markets units have investment expertise across a broad range of asset classes including public equity and fixed income, and asset allocation strategies. Offices with full investment capabilities are located in the United States, Canada, the United Kingdom, Japan, Hong Kong, Singapore, Taiwan, Indonesia, Thailand, Vietnam, Malaysia, and the Philippines. In addition, Manulife Asset Management has a joint venture asset management business in China, Manulife TEDA. The public markets units of Manulife Asset Management also provide investment management services to affiliates’ retail clients through product offerings of Manulife and John Hancock. John Hancock Asset Management and Declaration Management and Research are units of Manulife Asset Management.

About John Hancock Financial and Manulife

John Hancock Financial is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Assets under management by Manulife and its subsidiaries were C$821 billion (US$648 billion) as at March 31, 2015.

Manulife Financial Corporation trades as ‘MFC’ on the TSX, NYSE and PSE, and under ‘945’ on the SEHK. Manulife can be found on the Internet at manulife.com.

The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com

Primary Location

US-MA-Boston

Organization

MAM US