Senior Associate - Investment Division

John Hancock’s Global Corporate Finance Group is inviting applicants for a Senior Associate Investment Analyst role within the Power & Infrastructure team. The group manages approximately C$60 billion of Manulife’s General Fund with a focus on public and private fixed income investments and an increasing focus on below investment grade rated transactions. The group includes more than 23 investment professionals with decades of industry experience, and a supportive culture that values collaboration, intellectual challenge, and continuous learning. Our work is very centrally focused on investment underwriting: understanding the risks our borrowers face and the quality of their management teams in addressing those risks, evaluating credit strength and assigning credit ratings, and making relative value recommendations incorporating both risk and return to find best value for our portfolio. In addition to the required credit work, there is a requirement to assist senior members in developing the private placement franchise which includes some deal origination work (transaction structuring and limited travel).

Position Responsibilities:

• Provides lead-analyst coverage on a wide range of investments, including troubled credits.

• Highly skilled spreadsheet modeling capabilities to prepare financial projections and run appropriate investment sensitivities.

• Performs high-quality evaluation of financial reporting for current and prospective investments and monitors and assesses relevant industry trends.

• Can routinely and efficiently evaluate and recommend waivers requested by borrowers.

• Has demonstrated an ability to identify business opportunities, judge relative value, and make investment recommendations to team officers and Portfolio Management.

• Utilizes effective communication skills to report investment recommendations to relevant approval authorities.

• Review quarterly, semi-annual and annual financial reporting and disclosures from existing and prospective portfolio companies.

• Analyze disclosures for material changes in companies’ operational performance and financial profile

• Prepare periodic reviews of the performance of entities in which we have invested, including investment research and financial analysis.

• Assist in the analysis of troubled credits and take the lead in generating quarterly internal reporting on those investments (“Loan Review”).

• Create ad-hoc presentations and reports for internal reporting purposes related to various items such as portfolio risks or team performance.

• Provide interdepartmental emails for reporting on material changes in company credit profiles for public entities within our portfolio (i.e. Mergers, large acquisitions, external rating agency changes, etc.).

• Support senior members of the team with term sheet negotiation and new transaction underwriting

Shared Responsibilities/Team Support:

• Understands Manulife’s approval processes well, can navigate and facilitate internal constituent groups to make sure that the appropriate areas of the firm (i.e. Portfolio Management, Accounting, Tax, Legal, and other areas) are consulted on new or existing investments.

People Leader Role: Yes, responsible for developing and managing junior staff (Analysts and Associates).

Required Qualifications:

• 5+ years’ experience in the financial industry, including experience in manager due diligence or related function.

• CFA and/or MBA likely obtained.

• Undergraduate degree in Finance/Economics/Accounting desired.

• Advanced knowledge of the investment marketplace, industry trends and competitive landscape.

• Advanced user of Microsoft Office, particularly Microsoft Excel and Microsoft PowerPoint.

• Must be able to manage multiple projects at once.

• Strong project management skills; contacts and follows up with constituent parties (legal, accounting, portfolio) to move joint work forward.

• Collaborative team player with strong verbal and written communication skills.

• Strong quantitative, analytical skills and an aptitude to think critically and understand financial statement analysis.

• Assess and recommend incremental public debt opportunities to Portfolio Managers

. • Recommend potential strategic avenues for troubled credits.

• Pursue special analytical projects.

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.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

Boston, MassachusettsHybrid

Salary range is expected to be between

$116,000.00 USD - $202,000.00 USD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify

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