Client Portfolio Analyst

Manulife

Nov 3

Applications are closed

Job
Full-time
Junior & Mid Level

Requirements

Bachelor’s degree in Economics, Finance or a related field
1-3 years of related investment work experience
Investment knowledge within applicable asset class preferred
Interest in/progress toward CFA/MBA accreditations beneficial but not required
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 including Microsoft skills (Excel, Word, PowerPoint)
Capable of building and maintaining strong relationships with CPMS’ and Portfolio Managers

Responsibilities

Generates, reviews, analyzes and interprets attribution and positioning data and creates custom analyses and reports tailored to specific strategies and clients.
Works with Distribution, Relationship Management/Client Service to respond to client information requests on various topics.
Supports the completion of monthly and quarterly client reporting. This includes writing strategy commentaries, validating portfolio characteristics and performance and ensures that all reports are completed accurately and in a timely manner.
Supports CPMS and portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and consultant questions.
Compiles analysis or data points for client meetings as requested by the CPMS. This may comprise writing specific holding descriptions or more detailed information on portfolio positioning.
Work closely with CPMS in the content creation process including custom presentations, exhibits and analysis (e.g. sales kits, market outlook slides, new product collateral, etc.) used by CPMS’, PMs and other stakeholders (sales, product, marketing teams).
Remains knowledgeable about current market and industry news as well as important announcements and events related to top strategy holdings and portfolio positioning.
Strives to improve investment knowledge by conducting research and reading articles.
Fosters and develops relationships with other departments.
Key functional back-up of CPMS on all client servicing/reporting activities.
Develop and maintain knowledge on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers.

FAQs

What is the primary responsibility of the Client Portfolio Analyst (CPA)?

The CPA is responsible for completing various analyses and creating reports on a monthly and quarterly basis, assisting Client Portfolio Management Specialists with their data and reporting needs.

What qualifications are required for this position?

A Bachelor’s degree in Economics, Finance, or a related field, along with 1-3 years of related investment work experience. Investment knowledge within the applicable asset class is preferred.

Is prior experience in investment necessary?

Yes, 1-3 years of related investment work experience is required for this role.

What skills are essential for a CPA?

Outstanding analytical skills, both quantitative and qualitative, excellent written and verbal communication skills in English, proficiency in Microsoft Excel, Word, and PowerPoint, and the ability to build strong relationships with CPMS and Portfolio Managers.

What type of reports will the CPA be creating?

The CPA will generate, review, analyze, and interpret attribution and positioning data, and create custom analyses and reports tailored to specific strategies and clients.

Are there opportunities for professional development?

Yes, the position emphasizes a focus on growing your career path, offering professional development opportunities and leadership growth.

What is the working arrangement for this position?

The working arrangement is hybrid, allowing for both in-office and remote work.

Does this role require knowledge of current market trends?

Yes, the CPA must remain knowledgeable about current market and industry news, as well as significant announcements and events related to top strategy holdings and portfolio positioning.

What salary range can candidates expect for this position?

The expected salary range is between $74,000.00 CAD and $111,000.00 CAD, depending on various factors such as location, experience, and skills.

What benefits does Manulife offer to eligible employees?

Manulife offers customizable benefits, including health, dental, mental health, vision insurance, retirement savings plans, financial education resources, and a generous paid time off program.

Manulife

Finance

Industry

10,001+

Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.