Investment Analyst, Equities (Bilingual)

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  Location

  (CANADA) and Montreal

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  Job Reference

  17570

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  Functional Area/Experience

  Business, Accounting & Finance / Fresh Graduate

Job Description & Qualifications

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.

Working Arrangement

Hybrid

Job Description

The Bilingual Investment Analyst is accountable for providing accurate, complete and detailed investment analyses to the Fundamental Equity investment team in a timely manner to assist them in building focused, high-performing and well-structured portfolios.  The investment analyses performed will focus on the financial and fundamental analysis of individual companies.

Responsibilities:

• Analyze company financial statements and fundamentals, including ESG factors, in order to provide critical information and analysis required in the investment decision-making process.  
• Company analysis will include companies across various sectors.
• Present verbal and written reviews of company research to the Fundamental Equity team.
• Actively participate in portfolio construction meetings.
• Develop tools to enhance the team’s efficiency and processes
• Update and maintain financial models for researched companies in an accurate and timely manner.
• Knowledge/Skills/Competencies:
• Undergraduate degree in finance/accounting/actuarial or graduate degree (e.g. MBA, MFin),
• CPA is an asset;
• Candidates need to have a CFA or comitted to completing a CFA.
• Zero to five years of progressive work experience in financial services/investments/or relevant industry
• Strong analytical skills to complete detailed fundamental analysis.
• A strong understanding of financial statement analysis.
• Good understanding of business and economics to research target companies.
• Strong written and verbal communication skills to deliver reviews and recommendations.
• Sense of judgment and self-discipline to evaluate multiple opportunities and make appropriate investment decisions.
• Team player.
• Strong computer and analytical skills (particularly Excel), including financial modeling.
• Familiarity with Bloomberg (including excel add-ins) would be an asset.
• Ability to learn quickly; demonstrated time management and organizational skills.
• Ability to work within tight and changing time constraints and to handle multiple tasks.   
• Organized with attention to detail.
• Bilingual (French and English) is required
• Mastery of ESG databases and/or data providers such as MSCI, Sustainalytics, Trucost, Factset an asset.

What motivates you?

• Obsessing about customers, listening, engaging and act for their benefit.
• Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
• You thrive in teams and enjoy getting things done together.
• You take ownership and build solutions, focusing on what matters.
• You do what is right, work with integrity and speak up.
• You share your humanity, helping us build a diverse and inclusive work environment for everyone.

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 Investment Management

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation. We draw on more than a century of financial stewardship to partner with clients across our institutional, retail, and retirement businesses globally. Our specialist approach to money management includes the highly differentiated strategies of our fixed-income, specialized equity, multi-asset solutions, and private markets teams—along with access to specialized, unaffiliated asset managers from around the world through our multimanager model.

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 in the primary location of Montreal, Quebec is expected to be between $72,000.00 CAD - $106,000.00 CAD.

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 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 recruitment@manulife.com for more information about U.S.-specific paid time off provisions.

Job Skills/Competencies Required

• Strong analytical skills to complete detailed fundamental analysis.
• Good understanding of business and economics to research target companies.
• Strong written and verbal communication skills to deliver reviews and recommendations.
• Sense of judgment and self-discipline to evaluate multiple opportunities and make appropriate investment decisions.
• Team player.
• Strong computer and analytical skills
• Ability to learn quickly; demonstrated time management and organizational skills.
• Ability to work within tight and changing time constraints and to handle multiple tasks.   
• Organized with attention to detail.
• Bilingual (French and English) is required