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Job Description

The Opportunity:

The Senior Institutional Product Analyst within the Global Investment Product Team for the US-region, is a lead subject matter expert, project manager, and analytical support for all institutional product including Collective Investment Trusts (“CITs”) under the John Hancock Trust Company (“JHTC”), Model Portfolios, Separately Managed Accounts (“SMAs”), and LLCs.

This role will be a primary point of contact for senior business leaders and internal partners as a dedicated product resource expert. The analyst is responsible for: coordination and oversight for the various fiduciary structures for each Institutional Platform as well as in-depth performance, risk evaluation and other analytics to drive decision making on investment initiatives. The analyst is also the lead in ongoing evaluation of product competitive positioning, future business opportunities and various other analytics-based responsibilities.

Additionally, the analyst will take on a truly senior role within the Analytics team, mentoring and overseeing junior analysts. This responsibility includes training, oversight of regular reporting and coordination of projects.

Responsibilities:

• Lead, coordinate and facilitate quarterly Board meetings for model portfolios and the JHTC

• Assist in day-to-day responsibilities associated with and leading up to the administration of the various institutional platforms

• Present to and help run regular quarterly Board meetings

• Prepare, create, and disseminate materials to WAM stakeholders including Manager Research, Product, and legal entities

• Ensuring data accessibility and accuracy for both existing and new accounts/product types across systems

• Partner with outside groups to oversee external databases

• Run regular meetings to review the main topics of discussion, including product performance, business opportunities, and product and business risk evaluations

• Create and be responsible for dynamic competitive evaluation, oversight and reporting processes for institutional product

• Create and maintain an institutional data package for the entire global team that incorporates relevant, up-to-date industry research

• Competitive expense analysis, flows, assets, and other useful data metrics

• Competitor research repository

• Performance scorecard showcasing performance versus leading competitors in each asset class

• Manage projects pertaining to Global Investment Product reporting, with a focus on navigating the nuances of institutional product and data comparability

• Regular interaction with institutional clients in tandem with Sales to design and facilitate a distribution strategy for institutional product

• Partner with internal teams to design, price and oversee the creation of new products

• Regular coordination and work with Product Development, Compliance, Risk, Legal, Relationship Management, Fund Admin and US Retirements.

• Evaluate new product ideas in relation to ongoing competitive analysis and through discussions with client facing personnel

• Assist Manager Research with due diligence efforts including new manager searches and on-site interviews

• Respond to queries, questions and provide investment commentary related to products as needed

• Subject matter expert on latest investment product trends

• Regular presentation of research and findings to senior management

• Mentorship, training and oversight over the work of junior members on the team

• Includes oversight over large scale projects and research of junior team members

• Ad-hoc strategic projects, as assigned

Knowledge/Skills:

• At least 8-12 years of applicable experience required

• Bachelors Degree in Finance, Accounting or Economics

• CFA/CAIA or CIMA preferred

• Prior experience in investment management oversight required

• Experience with Morningstar Direct and FactSet preferred

• Experience working with retirement plans, model portfolios, CITs and/or SMAs preferred

• Prior industry, capital markets and competitive positioning research for products and firms preferred

• Independent and willingness to be primary subject matter expert for senior management

• Ability to mentor, train and supervise junior members of the team

• Strong project management experience preferred

• Ability to work through complex problems with attention to detail and be flexible and dynamic in changing environments

• Possess strong organizational skills

• Convey information clearly and effectively through both verbal and written communication

• Polished presentation skills

• Ability to work in a fast-paced environment while successfully multi-tasking and meeting team deadlines

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 services.

• Delivering the promise of Diversity, Equity and Inclusion

• We foster an inclusive workplace where everyone thrives.

• Championing Corporate Citizenship

• We build a business that benefits all partners and has a positive social and environmental impact.

Manulife/John Hancock is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to cultivate an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment.

A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com .

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Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.

About John Hancock and Manulife

John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com .

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance , annuities , investments , 401(k) plans , and education savings plans . Additional information about John Hancock may be found at johnhancock.com .

Manulife is an Equal Opportunity Employer

At Manulife /John Hancock , we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour , ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process . All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies . To request a reasonable accommodation in the application process, contact recruitment@manulife.com .

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Boston, Massachusetts

Salary range is expected to be between

$84,000.00 USD - $151,200.00 USD

If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.

Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)