Investment Strategist

2 days ago

Montreal, Quebec, Canada Manulife Full time

Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution with a rich history dating back to 1887. Our team is passionate about providing innovative solutions that meet the evolving needs of our institutional clients.

Our Multi-Asset Solutions Team

The Multi-Asset Solutions Team (MAST) is a specialized group within Manulife Investment Management, tasked with designing, delivering, and managing bespoke cross-asset class investment solutions for our clients.

Job Summary

We are seeking an experienced Investment Strategist to join our LDI Solutions team as a Director. In this role, you will be responsible for coordinating the implementation and management of custom liability-driven investment solutions, preparing analyses to support asset allocation and asset/liability solutions advice, and contributing to the growth of our multi-asset solutions business.

Main Responsibilities:

  • Engage actively in the implementation, management, and oversight of custom LDI solutions.
  • Develop and review client LDI solutions in a timely manner.
  • Model client liabilities and establish custom benchmarks.
  • Monitor and adjust client mandates to align with investment strategies and objectives.
  • Document mandates and parameterize them in our proprietary modeling system.
  • Ensure the quality and consistency of client mandates and solutions.
  • Collaborate closely with Portfolio Managers to ensure portfolios meet client objectives across all custom solutions.
  • Provide analyses and insights to support strategic advice on investment solutions to current institutional clients and prospects.
  • Conduct asset allocation and ALM studies.
  • Maintain the quality and clarity of presentations for clients and prospects.
  • Provide internal support with investment, actuarial, and risk management advice to assist sales, client servicing, and marketing teams.
  • Work closely with Investment Analysts to produce high-quality results efficiently and within deadlines.
  • Oversee mandate reviews, analyses, and projects.
  • Verify the work completed by analysts.
  • Offer support, guidance, training, and mentoring.
  • Identify opportunities to enhance tools, processes, and controls for increased efficiency.
  • Ensure that process documentation is current and accurate.
  • Collaborate with Portfolio Managers and Investment Strategists.
  • Participate in projects, client meetings, RFPs, and ad hoc client requests.
  • Deliver proactive and timely responses to client needs.
  • Offer thought leadership, innovative ideas, and strategies to enhance and expand the business.
  • Engage actively in MAST Research Hubs.
  • Contribute to the development and implementation of value-added strategies in LDI and systematic strategies.
  • Coordinate within MAST and across broader Manulife Investment Management teams and distribution partners as needed.

Requirements:

We are looking for a highly skilled professional with a strong background in institutional investment solutions, asset-liability management, insurance or pension consulting, or related fields. A minimum of 10 years of experience is required, along with an actuarial designation (FCIA, FSA, ASA, etc.) or graduate degree in a quantitative field.

Key Qualifications:

  • In-depth expertise in asset allocation, portfolio construction methods, and asset-liability stochastic projections.
  • Extensive familiarity with both public and private asset classes, as well as financial products and derivatives.
  • Solid understanding of pension and insurance regulations, along with funding and pricing techniques.
  • Proficiency in programming languages such as Python, Matlab, SQL, and/or VBA.
  • Advanced knowledge of Microsoft Office applications.
  • Excellent communication abilities.
  • Fluency in both written and spoken English and French.
  • Demonstrated leadership skills and the ability to work effectively as part of a team.
  • Capability to handle multiple tasks and meet tight deadlines.
  • Strong skills in time management and planning.
  • Customer-centric approach.

Compensation: The estimated salary for this position is $120,000 - $180,000 per year, depending on experience and qualifications.

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