Senior Portfolio Analyst

3 days ago


Charlotte, North Carolina, United States Manulife Full time $120,000 - $200,000 per year

The Senior 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 (PMCS) team as well as other stakeholders throughout the organization. The Senior 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.

Position Responsibilities:

Lead (alongside the Portfolio Manager) analytics and performance analysis/reporting related to assigned client portfolios

  • Conduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities

  • Analyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis

  • Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers

  • Review and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives

  • Monitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications

  • Draft management discussion and analysis (MD&A) narratives to accompany quarterly and annual financial reports

  • Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings

  • Respond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights

Support the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models

Perform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management

Support continuous improvement initiatives with a focus on analytical processes and reporting capabilities 

Required Qualifications: 

  • Proven understanding of fiduciary responsibility and a strong commitment to SRI/ESG principles

  • 2–4 years of relevant experience in investment analysis, portfolio management, or client advisory, ideally within real assets or timberland investments. Additional experience is a plus

  • Bachelor's degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree in one of these disciplines is preferred

  • Progress toward, completion of, or commitment to pursue professional designations such as CFA or CAIA is highly desirable

  • Advanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial and data analysis, and PowerPoint for creating clear, compelling client presentations.

  • Familiarity with investment reporting, performance measurement, and financial modeling is desirable

  • Strong analytical skills and comfort working with systems that manage investment data. The ability to improve and enhance these systems is a plus

  • Excellent verbal and written communication skills, with the ability to present complex information clearly and effectively

  • Strong presentation skills and confidence in senior management and client-facing interactions

  • Demonstrated client service orientation; prior experience in an advisory or relationship management role is advantageous

  • Ability to build relationships across all levels of the organization and work collaboratively in a team environment

  • Strong organizational skills and the ability to manage multiple tasks and deadlines efficiently

  • Travel required, approximately 15%, for client meetings, site visits, and team collaboration

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.

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

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

Referenced Salary Location

Charlotte, North Carolina

Working Arrangement

Hybrid

Salary range is expected to be between

$91,000.00 USD - $165,000.00 USD

If you are applying for this role outside of the primary location, please contact 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/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.

Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify I Pay Transparency

Company: John Hancock Life Insurance Company (U.S.A.)

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