Portfolio Analyst

The Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as well as other stakeholders throughout the organization. The Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies and performance analysis/reporting. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.

Position Responsibilities:

• Lead, in coordination with the Portfolio Manager, portfolio analytics, performance analysis, and reporting for assigned client portfolios

• Conduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities

• Analyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis

• Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers

• Review and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives

• Monitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications

• Draft management discussion and analysis (MD&A) narratives to accompany quarterly and annual financial reports

• Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings

• Respond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights

• Support the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models

• Perform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management

• Support continuous improvement initiatives, including the thoughtful application of AI and other emerging technologies to enhance analytical processes, reporting capabilities, and team productivity.

Required Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative, but not necessarily exclusive, of the knowledge, skill and/or abilities needed to perform the responsibilities successfully. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.

• Proven understanding of fiduciary responsibility and a strong commitment to SRI/ESG principles

• 2–4 years of relevant experience in investment analysis, portfolio management, or client advisory, ideally within real assets or timberland investments. Additional experience is a plus

• Bachelor’s degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree in one of these disciplines is preferred

• Progress toward, completion of, or commitment to pursue professional designations such as CFA or CAIA is highly desirable

• Advanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial and data analysis, and PowerPoint for creating clear, compelling client presentations.

• Proficiency in leveraging AI-enabled tools to enhance analytical workflows, research, reporting, and productivity, while applying appropriate judgment and validating outputs for accuracy

• Familiarity with investment reporting, performance measurement, and financial modeling is desirable

• Strong analytical skills and proficiency working with investment data and related systems

• Excellent verbal, written, and presentation skills, with the ability to communicate complex information clearly and confidently to clients and senior management

• Demonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous

• Ability to build relationships across all levels of the organization and work collaboratively in a team environment

• Strong organizational skills and the ability to manage multiple tasks and deadlines efficiently

• Travel required, approximately 15%, for client meetings, site visits, and team collaboration

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .

Ubicación principal

Charlotte, North Carolina

Modalidades de Trabajo

Híbrido

Se prevé que el rango salarial esté entre

$78,000.00 USD - $140,500.00 USD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.

Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement (https://careers.manulife.com/global/en/talentacquisitionprivacystatement) .

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Company: John Hancock Life Insurance Company (U.S.A.)