Portfolio Analyst
$78k - $140.5kManulife and John Hancock
The Analyst, Portfolio Management - Agriculture supports the development, implementation, and monitoring of client agriculture investment strategies. The role is expected to be a central analytical resource for the team, translating portfolio, property, market, and client data into clear insights that help Portfolio Managers make better decisions and deliver against client objectives and exceed client expectations. The Analyst will perform financial analysis on existing and prospective portfolios, measure historical and projected performance, evaluate acquisition and disposition opportunities, and help ensure portfolio activity remains aligned with client Investment Management Agreements, objectives, constraints, and fiduciary obligations.
Position Responsibilities: Portfolio analytics and performance measurement- Maintain and enhance client portfolio analytics, including exposure, diversification, risk, return, cash flow, valuation, and benchmark reporting.
- Calculate, interpret, and communicate historical and projected portfolio performance; identify key drivers of variance and emerging risks or opportunities.
- Build and improve models that support portfolio construction, scenario analysis, funding strategy, liquidity planning, and strategic allocation decisions.
- Evaluate acquisition and disposition opportunities, including valuation sensitivities, return forecasts, capital needs, and fit with portfolio strategy.
- Assist in developing acquisition funding strategies, investment offering materials, investment memoranda, and operating or financial models.
- Support due diligence by coordinating data inputs from asset management, finance, operations, legal, sustainability, and other relevant teams.
- Prepare high-quality materials for client portfolio reviews, investment committee updates, and other portfolio-level discussions.
- Draft portfolio commentary, investment discussion and analysis, and narrative explanations that accompany financial reports.
- Respond to client data requests with timely, accurate, and well-supported analysis; participate with Portfolio Managers in client meetings as appropriate.
- Monitor global agriculture markets, commodity trends, water, inflation, interest rates, policy developments, and other macroeconomic factors relevant to agriculture portfolios.
- Model and review property-level budgets, capital plans, hold/sell analyses, and long-term management plans for consistency with portfolio objectives.
- Identify implications of market and property-level developments for portfolio construction, risk management, and client communication.
- Improve analytical processes, data quality, reporting templates, and repeatable workflows to increase accuracy, speed, and scalability.
- Coordinate across Portfolio Management, Client Services, Asset Management, Finance, Operations, and other stakeholders to ensure portfolio information is complete and consistent.
- Support other ad hoc portfolio management and client relationship priorities as needed.
- 0-4 years of relevant experience in investment analysis, financial analysis, portfolio reporting, real assets, agriculture, natural resources, or a related field; additional relevant experience is welcome.
- Advanced Excel and financial modeling skills; experience with Power BI, data visualization, database tools, coding, or workflow automation is a plus.
- Strong analytical capability, attention to detail, and comfort working with investment, financial, operating, and market datasets across multiple systems.
- Familiarity with investment reporting, performance measurement, portfolio analytics, valuation, and financial modeling is desirable.
- Excellent written, verbal, and presentation skills, with the ability to convert complex analysis into clear recommendations and executive-ready materials.
- Bachelor's or Graduate degree in business administration, accounting, economics, finance, agriculture, forestry, natural resources, data analytics, or a related field.
- Client service mindset; prior experience preparing client materials or responding to client questions is an advantage.
- Strong organizational skills, judgment, accountability, and the ability to manage several workstreams while meeting deadlines.
- Collaborative style and ability to build and maintain relationships across functions and seniority levels.
- Commitment to fiduciary responsibility, responsible investment, sustainability, ESG considerations, integrity, and inclusive teamwork.
- Genuine interest in agriculture/real assets.
- Progress toward, or intention to pursue, CFA, CAIA, or another relevant professional designation is desirable.
- 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. 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 View email address on click.appcast.io. Referenced Salary Location
Boston, Massachusetts Working Arrangement Hybrid Salary range is expected to be between
$78,000.00 USD - $140,500.00 USD 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 View email address on click.appcast.io for the salary range for your location. 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. 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. Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify Company: John Hancock Life Insurance Company (U.S.A.)
$80k - $97.5k
...success through the following employment opportunity. The institutional services department is currently seeking to hire a client portfolio analyst in the client services group supporting our global and domestic fixed income strategies. The client portfolio analyst position...SuggestedCurrently hiringWork at officeLocal areaWorldwide$100k - $120k
...Portfolio Analyst - Associate Location: Boston, MA (Hybrid) Your Role As a Portfolio Analyst, you will play a high‑visibility role supporting the financial performance and strategic decision‑making of a diverse portfolio of data center assets. You will partner closely...Suggested- ...advisors and their staff to deliver great client experience during onboarding and ongoing relationship Monitoring client’s investment portfolios to ensure aligned with investor’s objectives as well as market conditions and outlook Staying up to date with MMLIS product...Suggested
- ...Analyst, Portfolio Management – Agriculture The Analyst, Portfolio Management – Agriculture supports the development, implementation, and monitoring of client agriculture investment strategies. The role is expected to be a central analytical resource for the team,...SuggestedFlexible hours
- ...We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performance analysis of real estate investment funds, working closely with senior leadership to drive portfolio optimization...Suggested
$50k - $75k
...approval process Contribute to profitability analysis, including enhancing analysis of economic and accounting returns within the portfolio (at a lease or investment level), and apply this to support lease transaction and investment decisions Contribute to initiatives and...Full timeWork at office- ...Finding the Perfect Match in… Who should apply: Investment banking analysts, credit analysts, or leveraged finance professionals looking to move closer to the buy side. If you enjoy working with portfolio-level data, understanding how deals perform post‑close, and...Full time
- ...An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans. This role reports to the Branch Manager and requires three days in the office...Work at office
- ...solutions for more than a decade. As we embark on our next stage of growth and evolution, Vestmark Advisory Solutions seeks an analyst to assist portfolio managers in the day-to-day management of direct indexing and tax overlay portfolios to support analytical and operational...Remote work
$100k - $120k
...in London, we manage $228.7 billion* and operate across multiple offices globally. Further information can be found at Man's Portfolio Risk team is responsible for implementing and monitoring regulatory and contractual investment restrictions across the business. The...Local areaFlexible hours$90k - $110k
Overview Overview The Investments Analyst will be responsible for a variety of investment activities relating to acquisition, asset management... ...databases for both WS properties and comparable properties for portfolio management purposes Participating in communication with...Immediate start$60k - $120k
...Section 1: Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on...Second jobFlexible hoursShift work$116k - $143k
...diligence on third-party managers, including leading diligence meetings and providing investment recommendations. Monitor existing portfolio holdings and support ongoing investment due diligence. Assist with integrating ESG considerations into the investment process for...Work at office$65k - $150k
...the Role Wellington Solutions designs and manages customized portfolios across multi-asset, equity and quantitative investments. The team... ..., and risk management. We are seeking a Solutions Investment Analyst to join our Solutions Product Management team, with a strong...Remote workFlexible hours1 day per week- ...Investment Analyst — Private Investment Advisory Firm, Boston Our client is a well-established, independently minded investment advisory... ...and recommendations get shaped by what's optimal for the portfolio. Analysts here are encouraged to bring their own point of view...Work at office
$115k - $140k
...Back Investment Analyst Boston, Massachusetts Our client, a well-established investment advisory firm serving high‑net‑worth individuals... ...and present research findings to the investment team. Track portfolio holdings, monitor performance, and provide ongoing investment analysis...Work at office$60k - $120k
...Position Summary The Investment Analyst is responsible for developing, maintaining and delivering an oversight program specific to... ...style analysis on plans to ensure optimal diversification in portfolios. Monitor industry fee levels, including fee levels on underlying...Flexible hoursShift work$90k - $180k
...investment teams, and business professionals on the areas described above. Responsibilities include performing analyses that ensure portfolio integrity by providing oversight of portfolio positioning, performance, and risk exposures. The individual will also contribute to...Remote workFlexible hours1 day per week- ...ALANTRA is a global investment banking, asset management and portfolio advisory firm focusing on the mid‑market with offices in 22 countries... .... Overview ALANTRA is seeking to hire an Investment Banking Analyst to support its M&A and capital raising advisory business. The...Work at office
$90k - $115k
...all global markets and frequently in emerging and frontier markets.Primary Responsibilities:Works directly with senior portfolio managers, analysts, and traders on a variety of projects of a quantitative nature. Examples include backtesting various strategies, designing...Temporary work- ...advice on M&A, capital raising, financial restructuring, credit portfolio, and capital markets transactions. For more information, visit... ...capabilities and expertise. Overview Position : Investment Banking Analyst to help support its M&A and capital raising advisory business....Work at office
- ...private credit and equity investments. Oversee the performance of portfolio companies, including financial data analysis and the... ...Lending is preferred. Progress towards the Chartered Financial Analyst (CFA) designation is highly desired. Employment Details Seniority...Full time
$90k
Join investment firm on the investor services side of operations. Will work on a small team processing cash flow in separately managed accounts. Will collaborate with various internal teams and with external clients and fund services. Manage account openings, transitions...$120k - $170k
...Senior Manager, Hyperscale Investment Strategy (Sr Analyst) Locations: New York, NY | Boston, MA | Dallas, TX | Austin, TX | San Francisco... .... In this role you will support the growth of our hyperscale portfolio through comprehensive financial analysis and cross‑functional...Shift work$50 - $60 per hour
...A leading AI firm is seeking an Investment Operations Analyst in New Hampshire. This role offers the flexibility of remote work and allows you to choose projects. Candidates should have expert-level financial reasoning and preferably a Master's or PhD in finance. Responsibilities...Hourly payRemote work- ...Investment Operations Analyst - Boston, MA We are currently seeking candidates for an Investment Operations Analyst opportunity with... ...-hour work week. Responsibilities Analyze monthly fixed income portfolio asset reports for client accounts Submit daily/monthly asset and...Contract workInternship
$125k
...presenting results directly related to the scope of analysis. Provide training and mentorship to summer interns and less experienced analysts. Responsibilities Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital...Temporary workSummer internship- ...our perspectives with those of our clients.THE POSITIONThe Risk Analyst, Fixed Income position is part of the global investment risk... ...department. The primary focus of GPS is leading Wellington Management’s portfolio oversight, risk measurement, and security analytics processes...
$91.78k - $106.44k
M&A Associate Boston, Massachusetts, United States New Leaf Energy is an experienced clean energy developer that partners with landowners, policymakers, and other stakeholders to accelerate the transition to a world powered by renewable energy. We identify high-value...Work at officeLocal areaImmediate startRemote workWork from homeFlexible hours- Description Liberty Mutual Investments (LMI) is seeking an Analyst to join its Investment Operations Shared Services Team, supporting the reconciliation function of invested assets. The Shared Services Reconciliation Team plays a critical role in ensuring the accuracy and...Work experience placementWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Analyst. Be the first to apply!

