The Analyst is accountable for providing accurate, complete and timely detailed investment analyses to the various investment teams to assist them to build focused, high-performing and well-structured portfolios.
This position is the entry level into performing independent research analysis and functions. Functions must be performed in the context of the unique client-defined investment strategy and the work contributes to the strategy’s successful performance and the Company’s ability to raise assets. The investment analyses performed include fundamental analysis of individual companies and interpreting market data, trends and economic forecasts.
Analyze specific companies, interpret market trends and examine specified market sector activity in order to provide information and analysis required in the investment decision-making process. Typically covers several industry sectors. May support more than one investment strategy team
Meet with company management and street analysts to determine the short and long term outlook of a company and provide verbal and written reviews of company meeting to other analysts and portfolio managers.
Complete fundamental analysis, including the analysis of income statements and balance sheets to make buy, sell, hold recommendations
Fixed Income Research includes conducting credit analyses and/or analysis of classes of securities, market trends, yield and duration relationships, and pricing trends between different fixed-income sectors
Fundamental Equity Research includes fundamental analysis of individual companies, focusing on business factors such as: financial performance, competitive industry placement, quality of company management, etc
Build case and assemble data points to make specific security recommendations to portfolio management team(s).
Utilize security analysis models created and based on those created by more senior team members.
Bachelors degree required, Typically holds advanced degree (MBA etc) and/or CFA
Typically has 3-5+ years of investment experience or relevant business experience. Due to more limited experience, does not have the level of internal or external recognition/ prominence of Investment Analyst.
Strong analytic skills to complete detailed fundamental analysis
Strong written and verbal communication skills to deliver reviews and recommendations.
Good understanding of business and economics in order to research target companies and determine potentially profitable investments
Sense of judgment and self-discipline in order to evaluate multiple opportunities and make appropriate investment decisions.
Manage a large amount of information on numerous companies in various industries. Ability to conduct research globally in different geographical areas and multiple time zones
Competing priorities and demanding time pressures combined with the need to pay strict attention to detail. Decisions must be made in a swiftly changing and time sensitive environment.
Position Dimensions (Organizational Impact):
Number of sectors per analyst ranges from 1-3 depending on the complexity of sector and any unique issues.
About the Company
Manulife/John Hancock’s Investment Division manages the Company’s General Fund, on-balance sheet assets and through Manulife Asset Management, manages assets for institutional clients and investment funds in key markets around the world. The Division manages a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, oil and gas, infrastructure, timberland, farmland and asset allocation strategies. The Division has physical presence in key international financial centers, including the United States, Canada, Hong Kong, Japan, the United Kingdom, Australia and throughout South East Asia. Manulife Asset Management also provides investment management services to affiliates’ retail clients through product offerings of Manulife and John Hancock.
This position is subject to the Securities and Exchange Commission’s Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.
Agency submissions and contacts are by invitation only and must be initiated by John Hancock’s Recruiting Department only. Unsolicited agency submissions will not be honored.
About John Hancock
Who We Are
From our humble beginnings in 1862 as a four person company formed in a single room, the name John Hancock, one of our nation's forefathers and the inspiration for our company, has long stood for integrity and commitment.
Today, we continue our tradition as a well established financial services leader by operating as the U.S. unit of Manulife Financial, a leading Canadian-based financial services group serving the financial needs of millions of customers in 22 countries and territories worldwide. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK.
The John Hancock brand captures the truth in what's important to consumers and advisers. This includes the issues they struggle with, the anxieties that keep them up at night, the goals they strive for, and the values they believe in.
It is our demonstration of understanding their fears and aspirations that enables John Hancock to be a source of hope and a brand to trust.