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Job Title :
Associate Equity Portfolio Specialist
Job ID :
Category :
Location :
Boston, MA US
Job Type :
Full Time
Posted On :
Job Description :

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 ongoing portfolio specialist activities of the firm, with a primary focus on assigned investment strategies. Reporting to a senior portfolio specialist, the incumbent will work with assigned Manulife Asset Management teams to support our client facing teams in the effective communication and positioning of the team’s investment strategies with clients, prospects and consultants. 




• Work with senior portfolio specialist and assigned investment management team(s) 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 ongoing 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.





• Bachelor’s degree in Economics, Finance or a related field; progress towards CFA and/or MBA preferred


• Minimum of 2-4years of  experience preferably with an investment or asset management organization


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


• Strong interest in the investment marketplace, and eagerness to learn trends and needs of both institutional and retail sales channels and relationship management process


• Familiarity and comfort with key investment management principles


• Strong communication and presentation skills


• Well- developed analytical skills and attention to detail


• 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; FactSet experience preferable

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 Management also 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 Financial Corporation, 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 primarily as John Hancock in the United States, and Manulife elsewhere. 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 over $1 trillion (US$806 billion) as of September 30, 2017. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at
One of the largest life insurers in the United States, John Hancock supports approximately 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and college savings plans. We also offer advice through Signator, a network of independent financial advisors. Additional information about John Hancock may be found at
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.



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