Senior Investment Analyst

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Role

Summary:

As a member of Manulife’s Multi-Asset Solutions Team, you will play a critical role in supporting the management and oversight of our Canadian asset allocation portfolios, with a particular focus on target risk strategies in the retail segment (mutual fund, insurance and ETF). You will partner closely with portfolio managers and distribution stakeholders to translate a macroeconomic and market outlook into clear portfolio positioning, implementation, and retail-ready insights.

This role offers exposure to portfolio management and asset allocation research, with an emphasis on supporting the team’s retail portfolios—translating macro views into positioning, supporting retail-ready commentary and product narrative, and incorporating distribution feedback to improve client relevance and traction.

Responsibilities:

Portfolio management, implementation & oversight

Support day-to-day portfolio management and oversight of multi-asset portfolios, ensuring alignment with investment objectives.

Assist with monitoring, trading, rebalancing, and ongoing maintenance of multi-asset portfolios across multiple time horizons.

Partner with portfolio managers and analysts to execute systematic and bespoke asset allocation trades and rebalancing activity.

Review risk and factor reports to confirm portfolio positioning aligns with outlook, risk targets, and mandate guidelines.

Review attribution team outputs; synthesize key drivers and insights for portfolio managers, leadership, and retail communications.

Asset allocation research & macro integration

Participate in research and portfolio management meetings to help ensure portfolio positioning reflects the team’s market outlook and research views.

Conduct investment research across asset classes, regions, countries, and sectors; contribute investment ideas and portfolio construction analysis.

Contribute to the development of macroeconomic views (economic and capital markets environment), including forecasts and risk scenarios, and translate those views into actionable market and portfolio implications.

Support ongoing enhancements to models, processes, and the team’s research toolkit (e.g., scenario analysis, indicators, chart libraries).Retail segment engagement

Work closely with retail stakeholders to support the team’s asset allocation funds, focusing on positioning, performance drivers, and differentiation.

Support communication of investment outlook, trade rationale, and performance drivers in a format appropriate for retail audiences (in partnership with client portfolio managers and distribution partners).Gather feedback from the retail channel on fund perceptions and positioning opportunities; bring insights back to the investment team to improve alignment and traction.

Strengthen collaboration between investment and distribution teams through proactive engagement and clear, consistent messaging.

Innovation, analytics & tools

Drive innovation by leveraging analytics and technology to improve portfolio management workflows and scalability.

Develop and enhance tools and dashboards using platforms such as Aladdin, Macrobond, Morningstar Direct, and Bloomberg, along with related internal/external toolsets.

Work confidently with large datasets and automated solutions; contribute to continuous process improvement.

Job Requirements:

Bachelor’s degree in Economics, Finance, or related field; CFA, CIM and/or MBA preferred.
5-7 years of experience in an investment-related role, with strong exposure to asset allocation and multi-asset portfolios.

Advising or Associate Advising Representative (Portfolio Manager) registration preferred, or eligible to obtain registration within 6 months.

Functional bilingualism (English/French) is required.

Demonstrated macroeconomic research capability and interest (e.g., markets, macroeconomics, cycles); experience with econometric modelling/forecasting is an asset.

Strong quantitative/analytical skillset (optimization and…