John Hancock Associate Portfolio Specialist in Boston, Massachusetts

Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference and a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.

General Accountability:


Will play a support role in the on-going portfolio specialist activities of the firm, with a primary focus on assigned investment strategies. Reporting to the Managing Director, Dedicated Portfolio Specialist on the US Core Value Team, the incumbent will work with assigned Manulife Asset Management team to support our client facing teams in the effective communication and positioning of the team’s investment strategies with clients, prospects and consultants.

  • Responsibilities: *

  • Work with assigned investment management team on all aspects of product 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.

  • Working with the marketing group, 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 to communicate both portfolio positioning and sources of return and risk to both internal and external audiences.

  • Directly 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.

  • Assist in the answering, editing, and completing Requests for Proposals and questionnaires (from base template or in response to RFP) with accuracy and by deadlines.

  • Interact with Compliance and Legal Counsel 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 or progress towards preferred

  • Minimum of 5-7 years of experience in a product management/specialist or development role preferably with an institutional asset management organization

  • Excellent interpersonal skills and ability to work with and co-ordinate between various groups within a global organization

  • Proven understanding of sales & relationship management process with demonstrated ability to support those processes

  • Strong knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels

  • Proven command of key investment management principles

  • Strong communication and presentation skills

  • Well -developed analytical skills

  • Proven 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

This position is subject to the Securities and Exchange Commission’s Pay-to-Play Rule 206(4)-5 regarding political contributions by investment advisors and their covered associates.

  • About the Company *

Manulife/John Hancock's Investment Division manages the Company's General Fund, on-balance sheet assets and through Manulife Asset Management, manages assets for institutional clients and investment funds in key markets around the world. The Division manages a broad range of investments including public and private bonds, public and private equities, mortgages, real estate, oil and gas, infrastructure, timberland, farmland and asset allocation strategies. The Division has physical presence in key international financial centers, including the United States, Canada, Hong Kong, Japan, the United Kingdom, Australia and throughout South East Asia.Manulife Asset Managementalso provides investment management services to affiliates' retail clients through product offerings of Manulife and John Hancock.

  • About John Hancock Financial and Manulife *


John Hancock is a division of Manulife, a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Operating as Manulife in Canada and Asia, and primarily as John Hancock in the United States, our group of companies offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners. Assets under management and administration by Manulife and its subsidiaries were $1 trillion (US $754 billion) as at March 31, 2017. Manulife Financial Corporation trades as 'MFC' on the TSX, NYSE and PSE, and under '945' on the SEHK. Manulife can be found on the Internet at manulife.com.

The John Hancock unit, through its insurance companies, comprises one of the largest life insurers in the United States. John Hancock offers and administers a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, long-term care insurance, college savings, and other forms of business insurance. Additional information about John Hancock may be found at johnhancock.com.

Agency submissions and contacts are by invitation only and must be initiated by John Hancock's Recruiting Department only. Unsolicited agency submissions will not be honored.

JOHN HANCOCK IS AN EQUAL OPPORTUNITY EMPLOYER - AA/F/M/D/V

*LI-JH

Organization: *MAM US

Title: Associate Portfolio Specialist

Location: MA-Boston

Requisition ID: 1706787