Junior Client Portfolio Management Specialist

3 months ago

Toronto, Canada Manulife Full time

The Client Portfolio Analyst (“CPA”) is responsible for completing a variety of analyses related to product management, including the interpretation, articulation and dissemination of key investment content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies. This position works within the designated Client Portfolio Managers (“CPM”) assisting any of their data and reporting needs. Analysis and content developed by the CPA supports the firm’s efforts to provide outstanding client service and to gather and retain assets. The CPA must continuously grow and adapt to changing demands and a wide range of requests for support as markets, strategy lifecycles and performance cycles change. The CPA must excel at working independently and prioritizing work demands while collaborating with many groups across the enterprise.

**Responsibilities**
- Generates, reviews, analyzes and interprets attribution and positioning data and creates custom analyses and reports tailored to specific strategies and clients
- Works with Distribution/Relationship Management/Client Service to respond to client information requests on various topics
- In conjunction with the marketing group, develop and QC marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams
- Supports the completion of monthly and quarterly client reporting - includes writing strategy commentaries, validating portfolio characteristics and performance and ensures that all reports are completed accurately and in a timely manner
- Support Equity CPMs and portfolio managers in response to internal distribution and client inquiries, including ad hoc and follow-up to prospect, client, and consultant questions
- Compiles analysis or data points for client meetings as requested by the CPM, e.g., may comprise writing specific holding descriptions or more detailed information on portfolio positioning.
- Conduct ongoing research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products
- Work closely with CPMs in the content creation process including custom presentations, exhibits and analysis (e.g. sales kits, market outlook slides, new product collateral, etc.) used by CPMs, PMs and other stakeholders (sales, product, marketing teams)
- Remains knowledgeable about current market and industry news as well as important announcements and events related to top strategy holdings and portfolio positioning
- Strives to improve investment knowledge by conducting research and reading articles
- Fosters and develops relationships with other departments
- Key functional back-up of CPMs on all client servicing/reporting activities
- Develop and maintain knowledge on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers

**What motivates you?**
- You obsess about customers, listen, engage and act for their benefit
- You think big, with curiosity to discover ways to use your agile approach and enable business outcomes
- You thrive in teams and enjoy getting things done together
- You take ownership and build solutions, focusing on what matters
- You do what is right, work with integrity and speak up
- You share your humanity, helping us build a diverse and inclusive work environment for everyone

**What we are looking for**
- Bachelor’s degree is required.
- 2-5 years of related investment work experience
- Strong interest in the investment marketplace, and eagerness to learn trends and needs of both institutional and retail sales channels and relationship management process
- Outstanding analytical skills, both quantitative and qualitative
- Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization
- Able to prioritize work demands and meet deadlines
- Self-motivated, enthusiastic, responsible, organized, and detail-oriented
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office suite (Excel, Word, PowerPoint) and familiarity with key industry related software and databases; some FactSet and Morningstar experience preferable

**What can we offer you?**
- A competitive salary and benefits packages
- A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills
- A focus on growing your career path with us
- Flexible work policies and strong work-life balance
- Professional development and leadership opportunities

**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 servic

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