Investment Analyst – Private Equity Valuations & Financial Modeling (Agriculture)

Manulife • Boston, MA

5d • $78,000 - $140,500 • Hybrid

About The Position

The Analyst is expected to evaluate investments through detailed analyses, specifically managing the valuation and financial modelling components of the acquisition and portfolio management processes. Position Responsibilities: Acquisitions responsibilities include: Developing and maintaining detailed DCF models for both traditional farmland and vertically integrated food company investment opportunities (private equity) Collaborate directly with subject matter experts across the deal origination and operations teams to perform due diligence and research Produce investment committee memorandums and incorporate relevant valuation outputs, such as sensitivities Present valuation outputs and recommendations to investment committees Portfolio Management responsibilities include: Developing and maintaining detailed DCF models for existing investments and portfolios Collaborate directly with portfolio managers and operations to ensure continuous and effective valuation monitoring Contributing to routine appraisal processes for existing investments Other responsibilities include: Develop strong working relationships with all relevant Manulife Agriculture business units Work with global teams, such as business development and economic research, on valuation projects and special initiatives. Seek ways to improve underwriting processes and valuation capabilities.

Requirements

• Bachelor’s Degree with a major in finance, accounting, or related field
• Analytically minded individual with a strong attention to detail
• Extensive Microsoft Excel skills
• In-depth knowledge of and ability to independently perform financial analysis
• General knowledge of investment management and alternative asset classes, specifically real assets, with a genuine interest in agriculture / real assets
• Effective team player with excellent organizational skills, ability to meet deadlines, work collaboratively and have strong communication skills.
• Strong ability to interact and build relationships with individuals at all levels of the organization and with external parties.
• Mature and willing to approach problem solving with openness and willingness to understand others’ perspectives with the goal of working towards a workable solution.
• High degree of self-motivation and professionalism and work as a team player.
• Ability to present analyses in a clear and concise manner (verbal and written)
• Organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently.
• Must be able to work in a fast-paced environment and with dispersed teams across multiple geographies and time zones.
• Willingness to progress towards becoming a CFA charter holder
• Willing to travel up to 10% of the time

Nice To Haves

• MBA, CFA or CAIA is a plus

Responsibilities

• Developing and maintaining detailed DCF models for both traditional farmland and vertically integrated food company investment opportunities (private equity)
• Collaborate directly with subject matter experts across the deal origination and operations teams to perform due diligence and research
• Produce investment committee memorandums and incorporate relevant valuation outputs, such as sensitivities
• Present valuation outputs and recommendations to investment committees
• Developing and maintaining detailed DCF models for existing investments and portfolios
• Collaborate directly with portfolio managers and operations to ensure continuous and effective valuation monitoring
• Contributing to routine appraisal processes for existing investments
• Develop strong working relationships with all relevant Manulife Agriculture business units
• Work with global teams, such as business development and economic research, on valuation projects and special initiatives.
• Seek ways to improve underwriting processes and valuation capabilities.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees