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Manulife Financial

Global financial services: insurance and investments

Portfolio Manager

Asset ManagementConfirmed live in the last 24 hours
Full-timeTokyo, Japan

About the Job

Requirements

  • Five to ten years of experience in the financial industry.
  • A bachelor's degree in Economics, Finance, or a related field is required.
  • Strong computer skills, including Excel, Word, and databases, and familiarity with key industry-related software and databases.
  • Knowledge of securities and the investment business, with the ability to apply that knowledge to work assignments.
  • Ability to prioritize tasks and complete them within appropriate timeframes.

Responsibilities

  • Implement portfolio changes and oversee the investment process end to end; review cash levels and flows, assist Portfolio Managers with trade allocation, execute trades, and oversee foreign currency and interest rate derivative positions.
  • Monitor portfolios to ensure the investment strategy is implemented consistently across accounts, maintain oversight of portfolio risk, and analyze performance attribution in relation to market movements and guidelines.
  • Serve as the first point of contact for portfolio compliance issues, including investigation and escalation.
  • Attend investment team meetings and compile ongoing information about market sentiment and the trading environment.
  • Coordinate the onboarding of new accounts.
  • Identify system and application issues and enhancements, and collaborate with IT teams to define requirements and develop solutions.
  • Interact directly with Portfolio Managers on special projects that drive investment decisions.
  • Make recommendations on cash levels and portfolio allocations to support consistency across accounts and compliance with guidelines.
  • Create, interpret, and maintain reports on portfolio sector, duration, currency, quality, and issuer exposures to provide the portfolio management team with a complete view of portfolio risk.
  • Develop solutions for operational or compliance issues raised on portfolios and ensure they are resolved promptly.
  • Direct internal resources across operations, compliance, legal, and relationship/client reporting teams to efficiently onboard new client accounts.
  • Analyze market events, portfolio risk, and performance attribution, and review results with Portfolio Managers; this analysis may directly affect portfolio investment strategy.

Desired Qualifications

  • A graduate degree or progress toward the Chartered Financial Analyst (CFA) designation is preferred.
  • Excellent interpersonal skills and the ability to work and coordinate across groups in a global organization.

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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