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Manulife Financial

Global financial services: insurance and investments

Associate, Portfolio Company Management

Private EquityConfirmed live in the last 24 hours
Full-timeBoston, MA, USA

About the Job

Requirements

  • Five to seven years of progressive professional experience in private equity, investment banking, management consulting, corporate finance, corporate development, strategy, financial planning and analysis, or a related field.
  • Experience in an operating company role, such as strategy, business development, corporate development, or financial planning and analysis, and/or experience supporting portfolio value creation initiatives within a private equity environment.
  • Demonstrated ability to work directly with senior executives and drive strategic initiatives from concept through execution.
  • Strong analytical and financial acumen, including experience with financial modeling, business case development, performance analysis, and key performance indicator tracking.
  • Written and verbal communication skills, including experience preparing materials for Boards of Directors, investment committees, and other senior stakeholders.
  • Project management and organizational skills, with the ability to manage multiple priorities in a fast-paced environment.
  • High attention to detail and a proactive, results-oriented approach to problem solving.
  • A bachelor's degree in Business, Finance, Economics, or a related field.

Responsibilities

  • Partner with portfolio company CEOs, CFOs, and leadership teams to develop and execute strategic plans and operational initiatives that drive growth and value creation.
  • Support value creation efforts, including operational improvements, revenue growth, cost optimization, and capital allocation initiatives.
  • Monitor execution of value creation plans, track key performance indicators, and identify opportunities to accelerate business performance.
  • Support integration of new investments into existing platforms, including strategic planning, operational onboarding, and alignment with MIMTA objectives.
  • Serve as a day-to-day partner to portfolio company leadership teams, helping resolve business challenges and advance strategic priorities.
  • Support portfolio company leadership teams in executing strategic initiatives, including acquisitions, mergers, financings, and major capital investments, and facilitate required stakeholder and Board approvals.
  • Develop and refine analyses, presentations, and recommendations for portfolio company Boards, MIMTA investment committees, and client and portfolio approval processes to support investment and strategic decision-making.
  • Contribute operational, commercial, and strategic insights to transaction due diligence to inform investment decisions.
  • Support post-approval execution and implementation, helping ensure projects are delivered on schedule and aligned with strategic objectives and value creation plans.
  • Prepare and coordinate materials for portfolio company Board meetings, strategic reviews, and executive leadership discussions.
  • Support engagement with portfolio company Boards, including meeting coordination, governance activities, and follow-up on key decisions and action items.
  • Facilitate communication and collaboration across MIMTA investment, asset management, portfolio management, operations, and finance teams to ensure alignment on strategic priorities and execution.
  • Develop and maintain reporting dashboards and performance metrics that provide portfolio managers with clear insights into portfolio company performance.
  • Ensure portfolio managers have timely, accurate, and actionable information to support investor communications and reporting requirements.
  • Support semi-annual portfolio company valuation processes by liaising among portfolio companies, MIMTA's internal valuation team, and independent third-party valuation providers.
  • Coordinate collection, validation, and delivery of financial and operational information required for valuation activities.
  • Partner with portfolio companies to enhance reporting processes, standardize data, and improve the quality, consistency, and accuracy of information.

Desired Qualifications

  • Experience in agriculture, agribusiness, food production, natural resources, or other asset-intensive industries.
  • Exposure to mergers and acquisitions, debt or equity financings, capital deployment initiatives, or other complex strategic transactions.
  • Familiarity with vertically integrated agricultural operations, permanent crops, farmland investing, or related real asset sectors.
  • Experience developing reporting tools, dashboards, and performance analytics using platforms such as Power BI, Tableau, or similar business intelligence tools.
  • Experience working across multiple geographies and cultures, particularly within North America, South America, or Australia.
  • An MBA or other relevant advanced degree.
  • Spanish language proficiency.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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