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Company 19 - John Hancock Life Insurance Company (U.S.A.)
USA, MA | Full Time
$93k-131k (estimate)
2 Weeks Ago
Portfolio Analyst
$93k-131k (estimate)
Full Time 2 Weeks Ago
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Company 19 - John Hancock Life Insurance Company (U.S.A.) is Hiring a Remote Portfolio Analyst

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today. Working Arrangement Hybrid Job Description The opportunity The Portfolio Analyst supports the Portfolio Management team in the day-to-day implementation of portfolio changes across the firm’s fixed income portfolios. The incumbent 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 Individual 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 and processing. 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 Shared Responsibilities Attend investment team meetings, compile on-going information about market sentiment and trading environment and report to portfolio managers for use in investment decisions Coordinate on-boarding of new accounts Identify system and application issues and enhancements, and collaborate with IT teams to define requirements and develop enhancements/solutions Interact directly with portfolio managers on special projects that will drive investment decisions Decision Authorities Use judgement to make recommendations on cash levels and portfolio allocations for consistency across accounts and within guideline compliance Create, interpret, and maintain reports on portfolio sector, duration, currency, quality and issuer exposures to ensure portfolio management team has a complete view of a portfolio’s risk profile Devise solutions for any operational or compliance issues raised on portfolios ensure they are resolved in a timely fashion Direct internal resources across operations (country openings, derivative usage), compliance (guideline interpretation), legal (investment policy statements, counterparty agreements) and relationship/client reporting teams for the efficient on-boarding of new client accounts Analyze market events, portfolio risk and performance attribution and review results with portfolio managers, which may directly impact portfolio investment strategy What motivates you? You obsess about customers, listen, engage and act for their benefit. You think big, with curiosity to discover ways to use your agile approach and enable business outcomes. You thrive in teams and enjoy getting things done together. You take ownership and build solutions, focusing on what matters. You do what is right, work with integrity and speak up. You share your humanity, helping us build a diverse and inclusive work environment for everyone. What we are looking for Bachelor’s degree in Economics, Finance or a related field 3 years of related investment work experience Knowledge of securities and the investment business and ability to apply knowledge to work assignments Progress toward CFA other investment related accreditations preferred Outstanding analytical skills, both quantitative and qualitative Able to prioritize work and meet deadlines Self-motivated, enthusiastic, responsible, organized, with excellent attention to detail Excellent written and verbal communication skills in English, with experience in communicating investment matters Excellent computer skills (Excel, Word, databases) including familiarity with key industry related software and databases Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization What can we offer you? A competitive salary and benefits packages. A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills. A focus on growing your career path with us. Flexible work policies and strong work-life balance. Professional development and leadership opportunities. Our commitment to you Values-first culture We lead with our Values every day and bring them to life together. Boundless opportunity We create opportunities to learn and grow at every stage of your career. Continuous innovation We invite you to help redefine the future of financial services. Delivering the promise of Diversity, Equity and Inclusion We foster an inclusive workplace where everyone thrives. Championing Corporate Citizenship We build a business that benefits all stakeholders and has a positive social and environmental impact. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong. 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. Salary & Benefits The annual base salary for this role is listed below. Primary Location Boston, Massachusetts Salary range is expected to be between $89,000.00 USD - $141,000.00 USD If 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.) We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. We offer work that challenges and makes a difference within a flexible and supportive environment, so you can help make decisions easier and lives better for our customers. We’re proud of our accomplishments and recognitions. Recent awards include: Forbes 2022 World’s Best Employers Canada’s Top 100 Employers 2023 Best Place to Work in Asia-Pacific 2022 Canada’s Top Employers for Young People 2023 Best Place to Work for LGBTQ Equality 2022 To receive our latest job opportunities directly to your inbox, create an account or sign in and navigate to the 'Job Alerts' section located in the top right corner of the page. From there, you can sign up to receive job alerts. Discover how you can grow your career, make impact and drive real change with our Winning Team today at www.manulife.com/careers.

Job Summary

JOB TYPE

Full Time

SALARY

$93k-131k (estimate)

POST DATE

05/10/2024

EXPIRATION DATE

07/09/2024

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The job skills required for Portfolio Analyst include Leadership, Financial Services, Client Relationship, Economics, Initiative, Relationship Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Portfolio Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Portfolio Analyst. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Portfolio Analyst positions, which can be used as a reference in future career path planning. As a Portfolio Analyst, it can be promoted into senior positions as an Investment Specialist that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Portfolio Analyst. You can explore the career advancement for a Portfolio Analyst below and select your interested title to get hiring information.

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If you are interested in becoming a Portfolio Analyst, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Portfolio Analyst for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Portfolio Analyst job description and responsibilities

Yet, despite the differences, portfolio analysts typically perform several common duties, such as conducting detailed portfolio analysis and preparing reports.

02/11/2022: Fort Collins, CO

The portfolio analyst job description entails undertaking data analytics of a bank’s credit portfolios and providing monthly and quarterly credit risk reporting over the health and composition of a bank’s lending portfolios to the executive management and

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The credit portfolio analyst performs various functions related to the development and maintenance of the loan portfolio, and support credit analysis function.

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Portfolio analysts are responsible for managing and analyzing investments on behalf of their organization.

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Portfolio analysts may also be tasked with creating reports that summarize the performance of various investments over time. These reports can be used by senior management to make decisions about future investments or to inform employees about how well th

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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Portfolio Analyst jobs

Learn how to build a winning data analytics portfolio, even with no prior job experience.

05/08/2022: Temple, TX

Portfolio analysts are typically required to have a bachelor’s degree in finance, economics, statistics or another closely related field. Many portfolio analysts choose to pursue a master’s degree in finance or a related field to increase their earning po

05/02/2022: El Paso, TX

Portfolio analysts typically receive on-the-job training after they are hired. This training may last for a few weeks to a few months and may include instruction on the company’s specific software and processes.

02/20/2022: Portsmouth, NH

Certifications are required to become a portfolio analyst, but they can help you become a more competitive candidate when applying for jobs.

02/25/2022: Lawrence, MA

Join professional organizations or associations.

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Step 3: View the best colleges and universities for Portfolio Analyst.

Florida Southern College
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