Associate Capital Markets at Manulife

Elevate your career as an Associate in Manulife Wealth's Capital Markets Group. Gain transaction experience and support advisor success while engaging with industry leaders in a hybrid work setting.

In this Associate role, you will assist in managing advisor book acquisition transactions and contribute to strategic growth initiatives. Collaborate with senior professionals, conduct market research, and prepare essential transaction documentation. Your contributions will help deliver valuable investment opportunities for Manulife Wealth's clients and advisors.

Key Responsibilities:

• Support advisor book acquisitions from assessment to closure

• Prepare purchase agreements and financial models

• Coordinate with advisors and stakeholders throughout transactions

• Assist in equity and fixed income new issues and M&A initiatives

• Conduct market and competitive research for documentation

Requirements:

• 2-5 years experience in investment banking or finance

• Strong financial analysis and Excel proficiency

• Bachelor’s degree in Finance or related field

• Excellent organizational and project management skills

• Ability to manage multiple priorities effectively

Your analytical skills and teamwork will matter as you support strategic initiatives at Manulife Wealth.
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