About this role
Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.
Role Summary:
As a member of Manulife’s Multi-Asset Solutions Team, you will play a critical role in supporting the management and oversight of our Canadian asset allocation portfolios, with a particular focus on target risk strategies in the retail segment (mutual fund, insurance and ETF). You will partner closely with portfolio managers and distribution stakeholders to translate a macroeconomic and market outlook into clear portfolio positioning, implementation, and retail-ready insights.
This role offers exposure to portfolio management and asset allocation research, with an emphasis on supporting the team’s retail portfolios—translating macro views into positioning, supporting retail-ready commentary and product narrative, and incorporating distribution feedback to improve client relevance and traction.
Responsibilities:
Portfolio management, implementation & oversight
• Support day-to-day portfolio management and oversight of multi-asset portfolios, ensuring alignment with investment objectives.
• Assist with monitoring, trading, rebalancing, and ongoing maintenance of multi-asset portfolios across multiple time horizons.
• Partner with portfolio managers and analysts to execute systematic and bespoke asset allocation trades and rebalancing activity.
• Review risk and factor reports to confirm portfolio positioning aligns with outlook, risk targets, and mandate guidelines.
• Review attribution team outputs; synthesize key drivers and insights for portfolio managers, leadership, and retail communications.
Asset allocation research & macro integration
• Participate in research and portfolio management meetings to help ensure portfolio positioning reflects the team’s market outlook and research views.
• Conduct investment research across asset classes, regions, countries, and sectors; contribute investment ideas and portfolio construction analysis.
• Contribute to the development of macroeconomic views (economic and capital markets environment), including forecasts and risk scenarios, and translate those views into actionable market and portfolio implications.
• Support ongoing enhancements to models, processes, and the team’s research toolkit (e.g., scenario analysis, indicators, chart libraries).
Retail segment engagement
• Work closely with retail stakeholders to support the team’s asset allocation funds, focusing on positioning, performance drivers, and differentiation.
• Support communication of investment outlook, trade rationale, and performance drivers in a format appropriate for retail audiences (in partnership with client portfolio managers and distribution partners).
• Gather feedback from the retail channel on fund perceptions and positioning opportunities; bring insights back to the investment team to improve alignment and traction.
• Strengthen collaboration between investment and distribution teams through proactive engagement and clear, consistent messaging.
Innovation, analytics & tools
• Drive innovation by leveraging analytics and technology to improve portfolio management workflows and scalability.
• Develop and enhance tools and dashboards using platforms such as Aladdin, Macrobond, Morningstar Direct, and Bloomberg, along with related internal/external toolsets.
• Work confidently with large datasets and automated solutions; contribute to continuous process improvement.
Job Requirements:
• Bachelor’s degree in Economics, Finance, or related field; CFA, CIM and/or MBA preferred.
• 5-7 years of experience in an investment-related role, with strong exposure to asset allocation and multi-asset portfolios.
• Advising or Associate Advising Representative (Portfolio Manager) registration preferred, or eligible to obtain registration within 6 months.
• Functional bilingualism (English/French) is required.
• Demonstrated macroeconomic research capability and interest (e.g., markets, macroeconomics, cycles); experience with econometric modelling/forecasting is an asset.
• Strong quantitative/analytical skillset (optimization and regression/econometrics familiarity helpful).
• Strong written and verbal communication skills, with the ability to translate investment concepts for non-investment audiences (especially retail stakeholders).
• Proficiency with Aladdin, Macrobond, Morningstar Direct, Bloomberg, and similar tools; advanced Excel and PowerPoint required.
• Ability to manage multiple priorities in a fast-paced environment; strong attention to detail; proactive, accountable, collaborative team player.
• Strong interpersonal skills and ability to build relationships across the organization and with external partners (brokers, research firms).
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.
The role being advertised is an existing vacancy.
宏利金融有限公司是全球领先的金融服务提供商，致力于帮助大众轻松作出明智抉择，实现精彩人生。如欲了解更多关于我们的信息，请访问人寿保险-养老保险-健康保险-中宏保险官网 (manulife-sinochem.com).
宏利是平等機會僱主
在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。
我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 hr@manulife.com。
Referenced Salary Location
Toronto, Ontario
Working Arrangement
混合办公
Salary range is expected to be between
$115,500.00 CAD - $165,500.00 CAD
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 hr@manulife.com 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 hr@manulife.com 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.