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The Global Manager Research Analyst reports to the Head of Manager Research, Canada and is responsible for the assistance in the oversight of funds offered in Canada.
The role is a manager research position and qualified candidates are expected to have at a university degree, preferably in Commerce. The candidate is expected to have a thorough understanding of manager research.
In assisting in reviews of investment strategies the Analyst will be expected to distribute and track the Due Diligence Questionnaires and keep the analyst team apprised of changes. The Analyst will work closely with the team on all aspects of manager research. The Analyst will handle tracking and collection of commentary to assist in the creation of monthly, quarterly, and annual deliverables.
The Manager Research Analyst will be expected to maintain and update key team information such as the Closely Monitored List and the Coverage List
The Manager Research Analyst will be expected to handle some communication needs of the team.
The role is expected to act as part of the Global Manager Research team and would be expected to regularly attend meetings with Portfolio Managers and report those engagements in a timely way to support the covering analyst.
The role will also participate in asset class research and is expected to be a contributor to an asset class team
Other activities as required by the team to ensure full coverage of all mandates overseen by the Team
Assist the Global Manager Research team in their review of investment strategies
Collect and Track commentary to create documentation on a timely basis
Transcribe meeting notes quickly and efficiently to highlight the key components for the covering analysis
Maintain and update key team information
Work with the team to ensure all documentation is in good order
Participate in asset class research
Other projects as assigned
3-5 years’ experience working in a manager research role
Ability to work through complex problems with attention to detail
Possess ability to work within a team
Knowledge of FactSet, Morningstar Direct and other research packages would be an asset
Strong project management and organizational skills
Convey information clearly and effectively through both verbal and written communication
Ability to work in a fast paced, high energy environment while successfully multi-tasking and meeting team deadlines
Some travel may be required
If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.
About Manulife Manulife Financial Corporation is a leading international financial services provider 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 Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and our global wealth and asset management segment, Manulife Investment Management, serves individuals, institutions and retirement plan members worldwide. At the end of 2020, we had more than 37,000 employees, over 118,000 agents, and thousands of distribution partners, serving over 30 million customers. As of March 31, 2021, we had CAD$1.3 trillion (US$1.0 trillion) in assets under management and administration, and in the previous 12 months we made $31.3 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. 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 firstname.lastname@example.org .