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Portfolio Implementation and Trading Analyst
Manulife Financial
Boston, MA, United States
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Job Description:
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Job Description
The Portfolio Implementation Analyst will support various Portfolio Management teams in the day-to-day implementation of portfolio changes across the team’s various SMA strategies. The candidate will oversee and monitor operational and compliance aspects associated with the management and trading of both equity and fixed income securities. The role involves interaction with Portfolio Managers, Operations, Traders, Compliance, Risk Management, Portfolio Specialists and Relationship Management to coordinate all of the daily requirements of portfolio management.
Responsibilities
• Implement trades and changes in the portfolios and oversee investment process from end-to-end; review cash levels and flows.
• Monitor portfolios to ensure the team’s investment strategy is implemented consistently across accounts, monitor portfolio performance and attribution in relation to market movements and investment guidelines
• Responsible for tax harvesting analysis and execution for all client requests
• Act as first point of contact for Compliance issues raised on portfolios, and associated investigation and escalation
• Identify system and application issues and enhancements, and collaborate with IT teams to define requirements
• Assist with portfolio management projects
• Conduct monthly portfolio reviews for dispersion
• Assist Management in various reporting requirements
If you are ready to unleash your potential it’s time to start your career with Manulife/John Hancock.
About Manulife
Manulife Financial Corporation is a leading international financial services group that helps people achieve their dreams and aspirations by putting customers' needs first and providing the right advice and solutions. We operate as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2016, we had approximately 35,000 employees, 70,000 agents, and thousands of distribution partners, serving more than 22 million customers. At the end of 2016, we had $977 billion (US$728 billion) in assets under management and administration, and in the previous 12 months we made almost $26 billion in payments to our customers.
Our principal operations are in Asia, Canada and the United States where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is committed to supporting a culture of diversity and accessibility across the organization. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request an accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.