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Alternative investment specialist
4 months ago
Nous sommes un fournisseur de services financiers qui s’emploie à faciliter les décisions de nos clients et de nos collègues partout dans le monde et à les aider à vivre mieux. De nos initiatives environnementales à nos investissements dans la collectivité, nous montrons la voie en nous appuyant sur des valeurs, et ce, dans l’ensemble de nos activités. Pour nous aider à nous démarquer, nous vous aidons à progresser, parce que lorsque nos collègues sont en santé, respectés et vraiment valorisés, nous nous épanouissons tous. Découvrez comment vous pouvez faire progresser votre carrière, avoir une influence et susciter un réel changement avec notre équipe gagnante dès aujourd’hui.
Semaine de travail comprimée
HybrideDescription d’emploi
Manulife Investment Management Manulife Investment Management is the brand for the global wealth and asset management segment of Manulife Financial Corporation. Our mission is to make decisions easier and lives better by empowering investors for a better tomorrow. Serving more than 17 million individuals, institutions, and retirement plan members, we believe our global reach, complementary businesses, and the strength of our parent company position us to help investors capitalize on today’s emerging global trends. We provide our clients access to public and private investment solutions across equities, fixed income, multi-asset, alternative, and sustainability-linked strategies, such as natural capital, to help them make more informed financial decisions and achieve their investment objectives. Not all offerings are available in all jurisdictions. For additional information, please visit manulifeim.com.
Alternative investment solutions is a growing part of the MIM value proposition to retail and wealth management clients. Our solutions are comprised of traditional illiquid and select semi liquid solutions across private equity, private credit and real asset funds managed by our private markets team as well as select third party managers.
The Global Retail team is seeking candidates for the position of Director: Alternative Investment Specialist. The candidate, based in Toronto, will be critical to the growth of the Alternative Investment solutions business as subject matter expert and will work directly with our business consultant to deliver solutions to financial advisors and their clients.
What are the responsibilities of an Alternative Investments Specialist?
- Acts as the subject matter expert across all alternative investment and private market assets classes (private equity, private credit, real assets) with a focus of supporting the private wealth/advised retail channel.
- Engage directly with financial advisors in assigned channel/territory and support existing wholesaler efforts to expand knowledge and use by appropriate advisors/retail investors on private markets and alternative investment solutions.
- Ability to deliver and convey complex investment solutions to advisors in manner that makes them understandable and relatable in both small setting or in larger groups.
- Manages a large territory and works closely with all levels of the sales organization
- Discusses portfolio allocation guidance, suitability, structuring and liquidity considerations for implementation into advisor portfolios
- Partners with key account managers and platform due diligence team to drive product placements, recommended list placements and allocations in model portfolios, as applicable
- Works with Training & Development to build an alternatives education platform for both internal sales professionals and external advisor clients
- Collaborates with various Investment, Strategy and Marketing teams to build content, collateral, and brand awareness campaigns.
- Supports strategic initiatives and projects on behalf of Alternatives Product Team
- Cultivates an understanding of the Alternatives ecosystem through ongoing interactions with internal and external clients
- Coordinates and collaborates with other Investment Specialists, as appropriate
- Engages in meeting preparation, prioritizing relevant information, and advising on presentation content and product positioning
- Produces expected sales results and activity levels as defined by manager
- Maintains an accurate and current log of all activities and opportunities in Salesforce CRM
- Represents MIM/JHIM at conferences, events, and meetings in a professional manner
What ideal qualifications, skills & experience would help someone to be successful?
- A minimum of 7-10 years of experience in the investment management industry within business development, with at least 5 years of Alternative Investments experience. Prior experience in private credit, real assets and/or private equity is required
- Knowledge and experience with various investment structures including private placements, tender offer funds, interval funds, NTRs, BDCs
- Experience selling into private wealth channels (wirehouses, private banks, broker-dealers, RIAs)
- Knowledge of current and historical developments in the non-traded industry and the evolution of products to provide appropriate positioning of JHIM’s offerings
- Strong knowledge of the operational functions for the private market subscription process including platforms like iCapital, CAIS, +SUBSCRIBE and others
- Strong business development acumen; relationships with Alternatives stakeholders at key broker-dealer firms a plus
- Exceptional communication skills; ability to effectively articulate complex topics internally and externally. Presents effectively in 1:1 meetings and large groups
- Highly proficient in the capital markets and positioning alternatives as a portfolio allocation
- Self-motivated, energetic, goal-oriented, organized with exceptional time management skills
- Detail-oriented and highly motivated
- High degree of integrity with team player mentality
- Strong work ethic, professional disposition, detail-oriented, passion for investments
- Ability to build relationships and influence people at all levels and functions of an organization
- Flexibility and willingness to travel 50% of the time
- Bachelor’s degree, CAIA required, CFA preferred.
- Proficient in Microsoft Excel, Powerpoint, Salesforce, Y-Charts, Video Conferencing Platforms
Our commitment to you
- Values-first culture
We lead with our Values every day and bring them to life together. - Boundless opportunity
We create opportunities to learn and grow at every stage of your career. - Continuous innovation
We invite you to help redefine the future of financial services. - Delivering the promise of Diversity, Equity and Inclusion
We foster an inclusive workplace where everyone thrives. - Championing Corporate Citizenship
We build a business that benefits all stakeholders and has a positive social and environmental impact.
À propos de John Hancock et de Manuvie
John Hancock est une unité de la Société Financière Manuvie, un groupe mondial et chef de file des services financiers qui aide les gens à prendre plus facilement des décisions et à vivre mieux. Nous exerçons nos activités principalement sous les noms John Hancock aux États-Unis et Manuvie à l’échelle mondiale, y compris au Canada, en Asie et en Europe. Nous proposons des conseils financiers ainsi que des solutions d’assurance et de gestion de patrimoine et d’actifs à des particuliers, à des groupes et à des institutions. Au 30 juin 2021, l’actif géré et administré par Manuvie et ses filiales se chiffrait à 1 300 milliards de dollars canadiens (1 100 milliards de dollars américains). La Société Financière Manuvie est inscrite aux bourses de Toronto (TSX), de New York (NYSE) et des Philippines (PSE) sous le symbole « MFC » et à la Bourse de Hong Kong (SEHK) sous le symbole « 945 ». Vous pouvez consulter le site de Manuvie à l’adresse manuvie.com.
John Hancock, une des plus importantes sociétés d’assurance vie aux États-Unis, offre à plus de 10 millions d’Américains une vaste gamme de produits financiers, y compris des produits d’assurance vie, de rente, de placement, ainsi que les régimes 401(k) et les régimes d’épargne-études. Pour de plus amples renseignements au sujet de John Hancock, rendez-vous à l’adresse www.johnhancock.com.
Manuvie est un employeur qui souscrit au principe de l’égalité d’accès à l’emploi
À Manuvie/John Hancock, nous embrassons notre diversité. Nous nous efforçons d’attirer, de perfectionner et de maintenir un effectif qui est aussi varié que nos clients, et de favoriser la création d’un milieu de travail inclusif qui met à profit la diversité de nos employés et les compétences de chacun. Nous nous engageons à assurer un recrutement, une fidélisation, une promotion et une rémunération équitables, et nous administrons toutes nos pratiques et tous nos programmes sans discrimination en raison de la race, de l’ascendance, du lieu d’origine, de la couleur, de l’origine ethnique, de la citoyenneté, de la religion ou des croyances ou des convictions religieuses, du genre (y compris grossesse et affection liée à une grossesse), de l’orientation sexuelle, des caractéristiques génétiques, du statut d’ancien combattant, de l’identité de genre, de l’expression de genre, de l’âge, de l’état matrimonial, de la situation de famille, d’une invalidité ou de tout autre motif protégé par la loi applicable.
Nous nous sommes donné comme priorité d’éliminer les obstacles à l’accès égalitaire à l’emploi. Un représentant des Ressources humaines collaborera avec les candidats qui demandent une mesure d’aménagement raisonnable pendant le recrutement. Tous les renseignements communiqués pendant le processus de demande de mesures d’aménagement seront stockés et utilisés conformément aux lois et aux politiques applicables de Manuvie/John Hancock. Pour demander une mesure d’aménagement raisonnable dans le cadre du recrutement, écrivez à recruitment@manulife.com.
Salaire et avantages sociaux
Le salaire de base annuel pour ce poste est indiqué ci-dessous.
Région principale
Toronto, OntarioL’échelle salariale devrait se situer entre
$123,400.00 CAD - $229,300.00 CADSi vous posez votre candidature à ce poste en dehors de la région principale, veuillez écrire à recruitment@manulife.com pour obtenir l’échelle salariale correspondant à votre région. Le salaire varie en fonction des conditions du marché local, de la géographie et de facteurs pertinents liés au poste telles les connaissances, les compétences, les qualifications, l’expérience et l’éducation ou la formation. Les employés ont également la possibilité de participer à des programmes de motivation et de toucher une rémunération incitative liée au rendement de l’entreprise et au rendement individuel.
Manuvie offre aux employés admissibles une vaste gamme d’avantages sociaux personnalisables, notamment une assurance soins médicaux, soins dentaires, santé mentale, soins de la vue, invalidité de courte et de longue durée, assurance vie et assurance DMA, assurance adoption, de maternité de substitution et de soins médicaux non urgents ainsi que des programmes d’aide aux employés et leur famille. Nous proposons également aux employés admissibles différents régimes d’épargne-retraite (y compris des régimes de rente et un programme international d’actionnariat assortie de cotisations patronales de contrepartie) ainsi que des ressources en matière d’éducation et de conseils financiers. Notre généreux programme de congés rémunérés au Canada comprend les jours fériés, les congés annuels, les congés personnels et les congés de maladie, et nous offrons toute la gamme des congés autorisés prévus par la loi. Si vous posez votre candidature à ce poste aux États-Unis, veuillez écrire à recruitment@manulife.com pour obtenir de plus amples renseignements sur les dispositions relatives aux congés rémunérés spécifiques aux États-Unis.
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