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Director Private Markets, Financial Analysis and Advisory

1 month ago

Boston, United States Manulife Financial Corporation Full time
We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out, we help you step up, because when colleagues are healthy, respected and meaningfully challenged, we all thrive. Discover how you can grow your career, make impact and drive real change with our Winning Team today.

Working Arrangement

Hybrid

Job Description

Manulife Investment Management ("MIM") Private Markets is the private asset management business arm of Manulife's Global Wealth and Asset Management segment that provides origination and management of private asset classes, including real estate, timberland, farmland, infrastructure, private equity, mezzanine debt, senior loans, and secondaries. MIM Private Markets - a key strategic priority for Manulife - is mandated to aggressively grow the asset base, revenue and core earnings, supporting our Insurance and Wealth Businesses as well as on behalf of third-party institutional clients.

The Private Markets Finance team supports the Private Markets business in all financial and business advisory aspects, including on-going performance reporting, longer-term financial planning, key KPIs, product profitability and providing sound financial advice to business and portfolio managers.

Reporting to Managing Director Finance, Private Markets, the Director, Financial Analysis and Advisory, will be accountable for supporting the development of high quality and insightful performance management reporting, product and channel profitability analyses, and comprehensive business unit financial plans and forecasts. The incumbent will drive strategic business decisions leveraging their close relationships and knowledge of Private Markets asset classes and products.

As a trusted business advisor, you will work closely with Institutional, Retail and Retirement channel partners to ensure alignment of targets and priorities. You will also work closely with GWAM FP&A and Accounting & Reporting teams, as well as various Expense partners to help articulate the "what" and "so what" in providing value-added analysis surrounding management reporting, planning and analysis processes. In addition, the incumbent will also be involved in providing advisory support to Manulife Private Markets, a high-growth business and strategic priority for Manulife Financial.

The incumbent will serve as a primary liaison with all Private Markets asset class leadership and operations teams. With a deeper understanding of those asset classes, the Director will bring to bear specialist insight in supporting the execution of management reporting, financial analysis and advisory tasks.

Core Responsibilities:

Business Development and Advisory Support:
  • Proactively finds opportunities to improve product profitability and works with asset class personnel to realize savings.
  • Provide leadership in the setting of accurate and appropriate scorecard targets along tracking of performance against set targets.
  • Track and drive Private Markets margin analysis with keen eye on 3rd party profitability.
  • Lead periodic efficiency exercises focused on expense dilligence and product rationalization.
  • Lead the development of commentary on key performance measurements, including variances and significant transactions for all of Private Markets.
  • Participates in the due diligence and financial analysis around potential major transactions, business decisions and strategic direction of Private Markets.
Management Reporting, Planning and Analysis:
  • Form relationships and collaborate closely with asset class operations and finance personnel.
  • In close collaboration with other Global Finance partners, bring asset class specific knowledge, insights and relationships to assist with high-quality management, financial and important metric reporting, planning, forecasting and analysis for the Private Markets business globally.
  • Develop and handle a knowledgebase of all financial reports, models, and supporting documentation relevant to understanding the asset class businesses.
  • Help facilitate the annual business planning cycle, including development of assets under management, revenue & expense budgets, product and model assumptions, and sensitivity testing.
  • Support Finance data governance (i.e. AUM, flows) and reporting improvements, including self-service tools (i.e. Power BI), to help bring greater transparency.
  • Partner with Global Expense, FP&A, and A&R teams to provide business partners with regular updates on financial performance vs. expectations and 'early warnings' with recommended actions to meet annual financial targets.
  • Find opportunities to build efficiencies in Finance processes and lead change.
  • Analyze financial and non-financial critical metrics for all Private Markets asset classes, with a particular focus on certain asset classes.
  • Ensure key processes remain efficient, clear and well-documented.
  • Support the consolidated financial, management, and regulatory reporting requirements of Manulife Financial Corporation as needed.
What motivates you?
  • You obsess about customers, listen, engage and act for their benefit.
  • You think 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.
What we are looking for
  • University Business Degree and CPA or MBA (specialization in accounting or Finance) designation.
  • Multifaceted experience in accounting, financial services and/or consulting with experience with private asset investment manager financial reporting considered an asset.
  • Strong attention to detail and curiosity about learning.
  • Motivated to work under tight monthly and quarterly reporting deadlines while prioritizing multiple projects and deliverables.
  • Collaborative and able to get results working with different business divisions and supporting functions in a matrix structure.
  • Well organized and with high level of energy and initiative to perform in a fast paced and ambitious environment.
  • Good presentation and business writing skills required to advise senior management.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and prioritize deadlines.
  • Sophisticated level of proficiency in MS Excel and other MS office tools (e.g. Word and PowerPoint to develop reports, documents and presentations).
Key Problems / Challenges:
  • Meet tight deadlines despite changing requirements and multiple priorities.
  • Attention to detail and diligence in reporting to internal users and senior management.
  • Develop processes to support accurate reporting from multiple information sources for the business.
  • Develop customized analysis and reporting deliverables to meet diverse requirements of sophisticated clients.
What can we offer you?
  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.
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 partners and has a positive social and environmental impact.


#LI-Hybrid

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges, and under '945' in Hong Kong.

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 [redacted].

Salary & Benefits

The annual base salary for this role is listed below.

Primary Location

Toronto, Ontario

Salary range is expected to be between
$103,050.00 CAD - $185,490.00 CAD

If you are applying for this role outside of the primary location, please contact [redacted] 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 [redacted] for more information about U.S.-specific paid time off provisions.