Associate in Capital Markets Group

Position: Associate Role in Capital Markets Group
Engage in impactful financial initiatives as an Associate with Manulife Wealth's Capital Markets team. This hybrid role focuses on advisor succession and transaction management.

As an Associate, you will oversee advisor book acquisition transactions, from initial assessment through to closing, while supporting new issues and M&A activities. Prepare essential documentation and coordinate with multiple stakeholders throughout the process. This position offers the chance to gain transaction experience and collaborate with senior professionals.

Key Responsibilities:

• Assist in advisor acquisition from assessment through to closure

• Create purchase agreements and financial reports

• Liaise with legal counsel and advisory teams

• Contribute to new issues and strategic growth efforts

• Maintain organized transaction and research records

Requirements:

• 2-5 years in capital markets or corporate finance

• Expertise in financial modeling and analysis

• Degree in Finance, Business, or related field

• Proficiency in Excel and communication skills

• Strong project management and organizational skills

Elevate your financial career and gain valuable insights within Manulife's Capital Markets Group.
#J-18808-Ljbffr