Full-Time

Investment Associate

Macro & Investment Strategy

Confirmed live in the last 24 hours

Manulife Financial

Manulife Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Compensation Overview

$74k - $124kAnnually

+ Incentive Programs + Incentive Compensation

Junior, Mid

Montreal, QC, Canada + 2 more

More locations: Boston, MA, USA | Toronto, ON, Canada

Hybrid position.

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Finance & Banking
Required Skills
Data Analysis
Requirements
  • Undergraduate degree in finance, economics, business, or related field
  • 2+ years of experience in the investment industry
  • Graduate degree and/ or CFA preferred (or progress towards one or both)
  • Experience with research tools such as Factset, Bloomberg, and Morningstar
  • Knowledge of global markets and asset allocation
  • Well-developed research and analytical skills; attention to detail and quality
  • Highly quantitative; advanced proficiency in excel required (e.g. building macros, troubleshooting complex formulas)
Responsibilities
  • Support senior MAST members by compiling economic and market data, producing analysis, and developing and updating charts.
  • Support the firm’s investment strategists in the development of thought leadership content and related deliverables.
  • Develop and maintain up-to-the-minute knowledge of positioning across the firm’s global investment strategies.
  • Track economic and market views from a sizeable network of research providers and distribution partners.
  • Maintain knowledge of daily market and economic activity, as well as investor/advisor trends; produce analysis and create reports as needed.
  • Maintain a detailed database of asset allocation decisions over time; track and analyze decisions on a monthly, quarterly, and annual basis.
  • Support team on research projects related to investment and macroeconomic strategy.

Manulife provides a variety of financial services, including life and health insurance, wealth management, and retirement solutions. The company helps individuals, businesses, and institutions manage financial risks and grow their wealth across key markets like North America, Asia, and Europe. Manulife's products work by collecting premiums from policyholders, charging fees for asset management, and generating investment income. What sets Manulife apart from its competitors is its focus on using advanced analytics and technology to offer personalized services that meet clients' financial goals. The company's goal is to support customers in achieving their dreams and aspirations through effective financial solutions.

Company Stage

IPO

Total Funding

N/A

Headquarters

Toronto, Canada

Founded

1887

Simplify Jobs

Simplify's Take

What believers are saying

  • Issuing subordinated debentures provides capital for growth and strengthens financial stability.
  • Re-appointment of Ernst & Young reinforces investor trust and compliance with standards.
  • Blockchain adoption in wealth management attracts tech-savvy clients, enhancing efficiency.

What critics are saying

  • Competition from fintech companies could erode Manulife's market share.
  • Decentralized finance platforms threaten traditional wealth management services.
  • Regulatory scrutiny on ESG practices may require enhanced disclosures and practices.

What makes Manulife Financial unique

  • Manulife integrates wearable tech like Apple Watch to enhance customer engagement and health.
  • The company leverages blockchain technology to improve transparency in wealth management.
  • Manulife focuses on behavioral insurance strategies, rewarding healthy lifestyle choices.

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