{"id":2948291,"url":"https://alion.io/job/manulife-portfolio-analyst","title":"Portfolio Analyst","company":{"id":6650,"name":"Manulife","domain":"manulife.com","url":"https://alion.io/company/manulife","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":93,"open_postings":93,"ghost_share":0,"stale_share":0.247,"repost_share":0.043,"time_to_fill_p50_days":27,"computed_at":"2026-10-22T06:10:10Z"}},"role":"Management","role_family":"Management","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Boston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":78000,"max":140500,"currency":"USD","period":"year","gross":null,"usd_annual":140500},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":true,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-20T19:17:04Z","employer_posted_date":"2026-10-20","last_verified_at":"2026-10-22T22:46:33Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"The Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as well as other stakeholders throughout the organization. The Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies and performance analysis/reporting. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.\nPosition Responsibilities:\nLead, in coordination with the Portfolio Manager, portfolio analytics, performance analysis, and reporting for assigned client portfoliosConduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities\nAnalyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis\nCollaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers\nReview and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives\nMonitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications\nDraft management discussion and analysis (MD&A) narratives to accompany quarterly and annual financial reports\nPrepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings\nRespond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights\n\nSupport the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models\nPerform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management\nSupport continuous improvement initiatives, including the thoughtful application of AI and other emerging technologies to enhance analytical processes, reporting capabilities, and team productivity.\nRequired Qualifications:\nTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative, but not necessarily exclusive, of the knowledge, skill and/or abilities needed to perform the responsibilities successfully. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.\nProven understanding of fiduciary responsibility and a strong commitment to SRI/ESG principles\n2-4 years of relevant experience in investment analysis, portfolio management, or client advisory, ideally within real assets or timberland investments. Additional experience is a plus\nBachelor’s degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree in one of these disciplines is preferred\nProgress toward, completion of, or commitment to pursue professional designations such as CFA or CAIA is highly desirable\nAdvanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial and data analysis, and PowerPoint for creating clear, compelling client presentations.\nProficiency in leveraging AI-enabled tools to enhance analytical workflows, research, reporting, and productivity, while applying appropriate judgment and validating outputs for accuracy\nFamiliarity with investment reporting, performance measurement, and financial modeling is desirable\nStrong analytical skills and proficiency working with investment data and related systems\nExcellent verbal, written, and presentation skills, with the ability to communicate complex information clearly and confidently to clients and senior management\nDemonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous\nAbility to build relationships across all levels of the organization and work collaboratively in a team environment\nStrong organizational skills and the ability to manage multiple tasks and deadlines efficiently\nTravel required, approximately 15%, for client meetings, site visits, and team collaboration\nWhen you join our team:\nWe’ll empower you to learn and grow the career you want.\nWe’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.\nAs part of our global team, we’ll support you in shaping the future you want to see.\nThe role being advertised is an existing vacancy.\nAbout Manulife and John Hancock\nManulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.\nManulife is an Equal Opportunity Employer\nAt 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.\nIt 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 .\nReferenced Salary Location\nCharlotte, North CarolinaWorking Arrangement\nHybridSalary range is expected to be between\n$78,000.00 USD - $140,500.00 USDEmployees 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.\nManulife/John Hancock 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/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence.\nWe 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.\nKnow Your Rights IFamily & Medical LeaveIEmployee Polygraph ProtectionIRight to WorkIE-Verify\nCompany: John Hancock Life Insurance Company (U.S.A.)","description_format":"text","description_chars":8163,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Insurance coverage","Life insurance","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Asset Management & Funds","Health Insurance & Benefits","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-20T19:17:04Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":1,"expected_fill_days":27,"reasons":["conf:1","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-22T06:10:10Z"},"pay":{"stated_usd_annual":140500,"is_top_pay":true},"html_url":"https://alion.io/job/manulife-portfolio-analyst","json_url":"https://alion.io/job/manulife-portfolio-analyst.json","meta":{"generated_at":"2026-10-23T00:57:46Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1597,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-24T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":6650},"rest":"https://alion.io/mcp/rest/get_company?id=6650"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmanulife-portfolio-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmanulife-portfolio-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmanulife-portfolio-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/manulife-portfolio-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmanulife-portfolio-analyst"}]}