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Client Portfolio Management Specialist

1 month ago

Toronto, Canada Manulife Full time

We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

**Working Arrangement**

Hybrid

**General Accountability**:
Client Portfolio Management Specialists act as representatives of Manulife Investment Management’s investment teams. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.

**Responsibilities**:

- Supports lead CPM and assigned investment team on all aspects of Client Portfolio Management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies.
- Aids in the development of strategy messaging used to communicate the team’s investment philosophy, process and strategy in support of winning new portfolio mandates with prospective clients, consultants and intermediaries.
- In conjunction with lead CPM coordinates with the marketing and sales administration team to develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams.
- Conduct on-going 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.
- Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on covered strategies.
- Interact with key personnel across Manulife AM as well as our prospects, clients and consultants in a highly professional manner.
- Consult with sales executives regarding sales strategy for each sales opportunity, in conjunction with lead CPM (if applicable).
- Able to work independently in the answering, editing, and completing requests for proposals and questionnaires (from base template or in response to RFPs) with accuracy and by deadlines prior to review by lead CPM.
- Interact with compliance and legal teams to review and obtain approvals on all terms of reference relevant to an RFP.
- Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants.
- Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives.

**Knowledge/Skills/Competencies/Education**:

- Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA preferred
- Minimum of 5 years of experience in a CPM, product management, portfolio specialist, investment director or similar role, preferably within an institutional asset management organization
- Strong asset class, strategy and market knowledge
- Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization
- Introductory understanding of sales & relationship management process within and asset management organization
- Introductory knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels
- Strong analytical skills and command of key investment management principles
- Strong communication and presentation skills
- Ability to work independently in a role with significant impact on client interaction, both internally and externally
- Strong PC skills, including familiarity with key industry related software and databases

**About Manulife and John Hancock**

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Ha