Investment Strategist, LDI & Advisory Solutions
Manulife
**MANULIFE INVESTMENT MANAGEMENT**
Manulife Investment Management is the asset management arm of Manulife Financial Corporation, a global financial institution that has protected investor assets since 1887. We’re passionate about providing solutions; with leading capabilities in public and private markets, we partner with institutions to understand their needs and create tailored solutions to help meet them. We take a specialist approach; our focused teams are led by industry veterans with decades of experience managing their strategies on behalf of investors — an approach that’s led to a culture of investment excellence and highly differentiated strategies across asset classes. We’re committed to investing responsibly; we develop innovative global frameworks for sustainable investing, collaboratively engage with companies in our public market portfolios, and maintain a high standard of stewardship where we own and operate assets.
**MULTI-ASSET SOLUTIONS TEAM (MAST)**
The Multi-Asset Solutions Team (MAST) is tasked with the design, delivery, and management of bespoke cross-asset class investment solutions within Manulife Investment Management. MAST capabilities range from asset allocation, advisory, outcome oriented and equity & fixed income beta solutions, including target date, target risk, liability-driven investing, outsourced chief-investment officer, income, index replication and systematic beta. The team will utilize direct securities, proprietary and non-proprietary public and private markets strategies to construct solutions which are offered to retirement, retail, and institutional investors across the globe. Located in Boston, Toronto, Montreal, London, Singapore and Hong Kong, MAST has over 60 investment professionals with a wide range of expertise.
The Multi-Asset Solutions Team currently manages approximately $203 billion (CAD) across retirement, retail, institutional and high net worth channels.
**ROLE SUMMARY**
As a key member of the Multi-Asset Solutions Team (MAST) at Manulife Investment Management (MIM) and reporting to the Head of Investment Strategy, LDI & Advisory Solutions, the Investment Strategist, is responsible for coordinating the implementation and management of custom liability-driven investment strategies. This role also involves preparing comprehensive analyses to support asset allocation and asset/liability management solutions for institutional clients. By leveraging your actuarial expertise, you will contribute significantly to the growth and innovation of our multi-asset solutions business, ensuring that we continue to deliver tailored investment strategies that meet the diverse needs of our global institutional clientele.
**KEY RESULTS**
+ Actively engage in the implementation, management, and oversight of custom LDI solutions, taking a hands-on approach to develop and review client solutions promptly.
+ Engage in modeling client liabilities and establishing custom liability benchmarks, ensuring precision and innovation.
+ Actively monitor and adjust client mandates to align with dynamic investment strategies and objectives.
+ Document and parameterize mandates in our proprietary modeling system, ensuring accuracy and efficiency.
+ Maintain the highest quality and consistency of client mandates and solutions, collaborating closely with Portfolio Managers to meet and exceed client objectives.
+ Provide in-depth analyses and insights to support strategic advice on investment solutions for institutional clients and prospects.
+ Conduct comprehensive asset allocation and ALM studies, leveraging your technical expertise.
+ Ensure the clarity and impact of presentations for clients and prospects, showcasing your analytical skills.
+ Offer robust internal support with investment, actuarial, and risk management advice to enhance sales, client servicing, and marketing efforts.
+ Collaborate closely with internal teams to deliver high-quality results efficiently and within deadlines.
+ Oversee and engage in mandate reviews, analyses, and projects, ensuring thoroughness and accuracy.
+ Verify and enhance the work completed by the team, providing support, guidance, training, and mentoring as needed.
+ Identify and implement opportunities to enhance tools, processes, and controls for increased efficiency.
+ Ensure that process documentation is current and accurate, contributing to continuous improvement.
+ Work alongside Portfolio Managers and other colleagues to drive projects, client meetings, RFPs, and ad hoc client requests.
+ Deliver proactive and timely responses to client needs, demonstrating thought leadership and innovative strategies to enhance and expand the business.
+ Actively participate in MAST Research Hubs and 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, fostering collaboration and innovation
**EDUCATION AND EXPERIENCE REQUIREMENTS**
+ Actuarial designation (FCIA, FSA, ASA, etc.) or graduate degree in a quantitative field; or in pursuit of obtaining them.
+ Minimum of 5 years of experience in institutional investment solutions, asset/liability management, insurance or pension consulting, or related fields.
**ESSENTIAL SKILLS AND EXPERTISE**
+ Strong analytical skills with a deep understanding of fixed income and pension/insurance liabilities.
+ Expertise in asset allocation, portfolio construction methods, and asset-liability stochastic projections.
+ Familiarity with both public and private asset classes, as well as financial products and derivatives.
+ Strong 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.
+ Strong organizational skills and ability to work efficiently as part of a team.
+ Capability to handle multiple tasks and meet tight deadlines.
+ Strong skills in time management and planning.
+ Customer-centric approach.
**_When you join our team:_**
+ We’ll empower you to learn and grow the career you want.
+ We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we’ll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite http://www.manulife.com .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a recruitment@manulife.com .
**Referenced Salary Location**
Montreal, Quebec
**Modalidades de Trabajo**
Híbrido
**Salary range is expected to be between**
$101,000.00 CAD - $155,750.00 CAD
Si se está postulando para este puesto fuera de la ubicación principal, póngase en contacto con recruitment@manulife.com para conocer el rango salarial de su ubicación. El salario real variará según las condiciones locales del mercado, la geografía y los factores relacionados con el trabajo pertinentes, como conocimiento, habilidades, calificaciones, experiencia y educación/capacitación. Los empleados también tienen la oportunidad de participar en programas de incentivos y obtener una compensación de incentivos vinculada al desempeño comercial e individual.
Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con recruitment@manulife.com para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.
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