Portfolio Analyst

Manulife • Boston, MA

4d • $78,000 - $140,500 • Hybrid

About The Position

The Portfolio Analyst supports Portfolio Managers in developing and implementing client timberland investment strategies and in analyzing and reporting portfolio performance. The role conducts financial analysis of existing and hypothetical client portfolios to help improve performance while ensuring client Investment Management Agreement objectives and constraints are met. It reports to the Manager of Portfolio Analytics and works closely with the Timberland Portfolio Management & Client Services team and stakeholders across the organization.

The analyst leads portfolio analytics, performance analysis, and reporting for assigned portfolios; evaluates historical and forecasted performance; analyzes acquisitions and dispositions; and helps interpret performance drivers with operations, research, planning, and accounting teams. The role also reviews property budgets and management plans, monitors timberland markets and macroeconomic trends, prepares report narratives and client review materials, responds to client inquiries, and supports acquisition funding strategies and special projects. It contributes to process improvement, including the considered use of AI and emerging technologies.

The position is based in Charlotte, North Carolina, with a hybrid working arrangement and approximately 15% travel for client meetings, site visits, and team collaboration. The advertised role is an existing vacancy.

Requirements

• 2–4 years of relevant experience in investment analysis, portfolio management, or client advisory; experience in real assets or timberland investments is ideal. Additional experience is a plus.
• Bachelor’s degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field.
• Proven understanding of fiduciary responsibility and strong commitment to SRI/ESG principles.
• Advanced Microsoft Office proficiency, especially Excel for financial and data analysis and PowerPoint for client presentations.
• Proficiency using AI-enabled tools to improve analytical workflows, research, reporting, and productivity, with sound judgment and validation of outputs.
• Strong analytical skills and proficiency working with investment data and related systems.
• Excellent verbal, written, and presentation skills, including the ability to communicate complex information clearly to clients and senior management.
• Strong client service orientation.
• Ability to build relationships across the organization and work collaboratively in a team environment.
• Strong organizational skills and ability to manage multiple tasks and deadlines efficiently.

Nice To Haves

• Graduate degree in Finance, Economics, Business, Forestry, Natural Resources, or a related discipline.
• Progress toward, completion of, or commitment to pursue a CFA or CAIA designation.
• Familiarity with investment reporting, performance measurement, and financial modeling.
• Prior experience in an advisory or relationship management role.
• Additional relevant experience beyond the stated 2–4 years.

Responsibilities

• Lead portfolio analytics, performance analysis, and reporting for assigned client portfolios in coordination with the Portfolio Manager.
• Evaluate historical and forecasted portfolio performance, identifying trends, risks, and opportunities.
• Analyze acquisition and disposition opportunities using financial modeling and scenario analysis.
• Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers.
• Review property-level budgets and long-term management plans for 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 for quarterly and annual financial reports.
• Prepare materials for client portfolio reviews and participate with Portfolio Managers in presenting them at client meetings.
• Respond to client inquiries with customized analytics and data-driven insights.
• Support acquisition funding strategies, including preparing investment offering materials and financial models.
• Perform ad hoc analysis and contribute to projects supporting portfolio development and client relationship management.
• Support continuous improvement, including thoughtful use of AI and emerging technologies to improve analysis, reporting, and team productivity.
• Travel approximately 15% for client meetings, site visits, and team collaboration.

Benefits

• Customizable health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
• Adoption and surrogacy benefits.
• Wellness benefits and employee/family assistance plans.
• Retirement savings plans, including pension/401(k) savings plans, and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Paid time off, including up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time each year, or more where required by law.
• Statutory leaves of absence.
• Incentive compensation tied to business and individual performance.
• Flexible working environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level