Associate Equity Analyst

The opportunity

The Associate Equity Analyst will join the US Core Value Equity team in Boston, working closely with existing Portfolio Managers, Investment Analysts, and Client Service professionals to deliver a proprietary suite of long-term, long-only, actively managed equity strategies.  The successful candidate will contribute across the full range of team responsibilities, including investment analysis, macro analysis, data management and reporting, portfolio monitoring, client service, ESG integration, special projects, firm-level collaborations, and beyond, with clear opportunity for advancement if objectives are met.  “Can do” attitude, passion for investing, and willingness to execute the team’s fundamental 7 step, intrinsic value investment process are essential.      

Responsibilities

• Learn and implement the team’s intrinsic value investment process in support of delivering differentiated strategies to a mix of retail and institutional clients.  Over time and subject to needs of the team, potential to assume primary responsibility for a coverage universe. 

• Build and maintain proprietary models and reports in support of team portfolio needs, including bottom-up equity analysis, investment universe monitoring, and portfolio management.

• Support the team’s existing Portfolio Managers, Investment Analysts, and Client Service professionals in execution of their responsibilities.

What we are looking for

• Bachelor’s degree required.  Advanced degree (MBA etc.) and/or CFA not required, but future pursuit may be encouraged to facilitate long-term development.  

• Basic Excel proficiency required.  Familiarity with Bloomberg, FactSet, etc. helpful, but training expected. 

• Sound analytic foundation to execute detailed fundamental research.

• Strong writing and speaking skills to collaborate on projects and communicate deliverables.

• Intellectual curiosity in the world around you, in addition to business, economics, etc.,to facilitate a culture of ongoing learning and improvement.

• Sense of judgment, self-discipline, and integrity to prioritize responsibilities, manage time, and deliver results in an ethical, professional manner.

•   Emphasize the importance of willingness to learn and passion for investing through our proprietary 7 Step Research process over fully developed current skills.

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 stakeholders and has a positive social and environmental impact.

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 Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

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

$74,000.00 USD - $124,000.00 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.