Investment Analyst

The Investment Analyst delivers consistent performance as a productive member of an investment industry team. Incumbents lead parts of the investment surveillance and new investment evaluation process autonomously and contribute valued opinions on the how and why identified in his/her analysis of different aspects of a companys performance; this includes identifying industry trends that are worthy of discussion with senior team members. Work can/will result in investment actions being taken by portfolio management and/or credit leadership. As needed the Investment Analyst will assist in the development of investment sales and marketing strategies as well as responsibilities related to investor relations and cultivation of deal sources. Also on an as needed basis will be responsible for traveling to management and due diligence meetings as well as key industry conferences and research symposia.

Individual Responsibilities:

40-60% Maintain current investment view on Existing Investment Portfolio

• Demonstrate a comprehensive knowledge of portfolio companies industry dynamics key success factors risks and opportunities

• Author detailed annual and investment reviews Loan Review and Rating Change memos that cover financial analysis peer comparisons competitive positioning industry reviews macroeconomic conditions event risk pro forma modeling quantitative risk assessment relative value exposure limits and appropriate maturities.

• As appropriate recommend changes to credit ratings or outlook based on company performance and/or industry conditions. Present these recommendations to senior members of the industry team and to members of the Credit and Portfolio management teams.

• Perform the analysis and drafting of quarterly internal reporting for investments which have underperformed or are at risk for loss (Loan Review) including drafting descriptions of what has caused the company to come under stress and what their prospects are for recovery or further degradation.

• Report on material changes in company credit profiles for public entities within our portfolio (i.e. mergers large acquisitions external rating agency changes etc.) with a summary of affected holdings and impact on credit profile and prospects. Provide timely updates to our credit officers portfolio managers and other lending teams.

25-35% New Investment Analysis

• Provide material support and independent analysis to senior investment officers in evaluating the performance and prospects of new investment proposals for their risks and likely returns (i.e. performing investment due diligence). The incumbent will help draft a 15-25-page investment report prepared in conjunction with senior members of the investment team. This report will include a detailed description of the companys business core strengths and risks including an overview of the industry and competitive dynamics. As needed the incumbent will be responsible for the development and/or manipulation of spreadsheet modeling the preparation of financial projections and modifying projections for a range of sensitivity cases.

• Draw upon industry knowledge to identify the most relevant industry research reports and data to identify market trends considerations and/or concerns

• Select analyze and report on the financial and operational aspects of comparative companies to assist in ascertaining an investments relative merits

• The incumbent will be expected to travel and represent BCF at management presentations and actively participate in the due diligence process when evaluating new investment opportunities.

• Other duties as assigned

10-15% Key Strategic Projects

• Create ad-hoc presentations and reports for internal reporting purposes related to various items such as portfolio risks or team performance

• Handle time-sensitive requests from internal groups for information and/or action. For example public bond opportunities and/or requests for information from senior management.

Job Requirements:

• Two to four years of relevant work experience

• Undergraduate degree with exceptional GPA and high level of academic achievement

• In-depth sector knowledge and command of specific industry and competitive factors

• Strong quantitative and analytical skills with a demonstrated ability to think critically and understand financial statement analysis as applied to investments

• Collaborative team player with excellent written and oral communication skills

• Must be able to manage multiple projects at once

• Project management skills with the ability to contact and follow up with key constituent parties (legal accounting portfolio) to move joint work forward

• Advanced proficiency in Excel and PowerPoint; advanced proficiency in CapitalIQ Bloomberg BarclaysLive! and other investment software tools a plus

• Progress toward CFA and/or MBA desired

Decision Authorities:

• Perform preliminary analysis and screening of potential new transactions.

• Formulate and recommend internal risk rating (credit rating) during Annual Review process and new transaction assessments based upon fundamental research and comparative data. Risk ratings are the key driving factor behind credit buy/sell/hold recommendations and operational credit exposure limits.

• Prioritize work flow from multiple constituents including lending officers credit officers portfolio managers trading desk.

• One of the team members recommending investment opportunities to Portfolio Managers and Investment Committees

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider helping people make their decisions easier and lives better. To learn more about us visit 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 .

Referenced Salary Location

Salary range is expected to be between

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location please contact for the salary range for your location.

Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays vacation personal and sick days and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S. please contact for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies such as artificial intelligence (AI) and automated processing tools to analyze and process the information you provide to us or third parties in the application process. For more information please refer to our personal information collection statement.