At a Glance
- Tasks: Manage client portfolios and communicate investment strategies to clients and prospects.
- Company: Join Manulife Investment Management, a leader in financial services.
- Benefits: Competitive salary, hybrid work, health benefits, and generous paid time off.
- Other info: Dynamic environment with opportunities for growth and professional development.
- Why this job: Shape the future of investment management while working with a diverse team.
- Qualifications: Bachelor's degree in Finance or Economics; 7+ years in portfolio management.
The predicted salary is between 54000 - 66000 £ per year.
The Opportunity: Client Portfolio Managers (CPMs) act as representatives of Manulife Investment Management’s investment teams. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.
Position Responsibilities:
- Work with Manulife Investment Management’s Emerging Markets Fixed Income team on all aspects of Client Portfolio Management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies.
- Conduct ongoing market research to ensure products and value propositions remain current and resonate in the markets – help drive new products and solutions based on research findings and prospect/client engagements.
- Serve as an investment management contact for clients and act as a spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates with prospective clients, consultants and intermediaries.
- Present the investment team’s products and capabilities, often independently, to consultants, gatekeepers, prospects and clients, and aid in developing/maintaining strategic partnerships.
- Work with the marketing and sales administration team to develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams.
- Conduct ongoing research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products.
- Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on covered strategies.
- Interact with key personnel across Manulife IM as well as our prospects, clients and consultants in a highly professional manner.
- Consult with sales executives regarding sales strategy for each sales opportunity, in conjunction with lead CPM (if applicable).
- Able to work independently in the answering, editing, and completing requests for proposals and questionnaires (from base template or in response to RFPs) with accuracy and by deadlines prior to review by lead CPM.
- Interact with compliance and legal teams to review and obtain approvals on all terms of reference relevant to an RFP.
- Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants.
- Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives.
Required Qualifications:
- Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA preferred.
- Minimum of 7 years of experience in a CPM, product management, portfolio specialist, investment director or similar role, preferably within an institutional asset management organization.
- Strong fixed income asset class, strategy and market knowledge, preferably working on emerging market, global or multisector fixed income strategies.
- Excellent interpersonal skills and ability to work with and coordinate between various groups within a global organization.
- Understanding of sales & relationship management process within an asset management organization.
- Knowledge of the marketplace, and trends with and the needs of both institutional and retail sales channels.
- Strong analytical skills and command of key investment management principles.
- Strong communication and presentation skills.
- Ability to work independently in a role with significant impact on client interaction, both internally and externally.
- Strong PC skills, including familiarity with key industry related software and databases.
When you join our team: We’ll empower you to learn and grow the career you want. We’ll recognise 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.
About Manulife and John Hancock: Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. 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.
Client Portfolio Manager, Emerging Markets Fixed Income in London employer: John Hancock
At Manulife, we pride ourselves on being an excellent employer, offering a dynamic work culture that prioritises well-being and inclusion. As a Responsible Investment Analyst in London, you'll have the opportunity to grow your career while contributing to meaningful ESG initiatives, supported by a competitive benefits package and a commitment to diversity and employee development.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager, Emerging Markets Fixed Income in London
✨Tap into Campus Networks
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Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
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We think you need these skills to ace Client Portfolio Manager, Emerging Markets Fixed Income in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to John Hancock.
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Research and Reflect:Before hitting that 'apply' button on John Hancock's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at John Hancock
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with John Hancock.
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✨Network with Industry Professionals
Before your interview, reach out to current or former John Hancock employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
