Portfolio Analyst

Manulife • Charlotte, NC

2d • Hybrid

About The Position

The Portfolio Analyst supports Portfolio Managers in developing and implementing client timberland investment strategies and conducting portfolio performance analysis and reporting. The role evaluates existing and hypothetical client portfolios to improve performance while ensuring that client Investment Management Agreement objectives and constraints are met. The analyst works closely with the Timberland Portfolio Management & Client Services team and stakeholders across the organization, including operations, research, planning, and accounting. The position reports to the Manager of Portfolio Analytics.

The work includes portfolio and performance analytics, financial modeling, investment opportunity analysis, client reporting and communications, and support for acquisition funding strategies. The analyst also contributes to process improvement, including the considered use of AI and emerging technologies. The role is based in Charlotte, North Carolina, with a hybrid working arrangement and approximately 15% travel for client meetings, site visits, and team collaboration.

Requirements

• 2–4 years of relevant experience in investment analysis, portfolio management, or client advisory; experience in real assets or timberland investments is ideal.
• Bachelor’s degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field.
• Understanding of fiduciary responsibility and commitment to SRI/ESG principles.
• Advanced proficiency in Microsoft Office, especially Excel for financial and data analysis and PowerPoint for client presentations.
• Proficiency using AI-enabled tools to enhance analytical workflows, research, reporting, and productivity, with appropriate 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 and confidently to clients and senior management.
• Strong client-service orientation.
• Ability to build relationships across organizational levels and work collaboratively in a team environment.
• Strong organizational skills and ability to manage multiple tasks and deadlines efficiently.
• Willingness and ability to travel approximately 15% for client meetings, site visits, and team collaboration.

Nice To Haves

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

Responsibilities

• Lead portfolio analytics, performance analysis, and reporting for assigned client portfolios in coordination with the Portfolio Manager.
• Evaluate historical and forecasted portfolio performance to identify 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 client-meeting presentations.
• Respond to client inquiries with customized analytics and data-driven insights.
• Support development and implementation of acquisition funding strategies, including preparing investment offering materials and financial models.
• Conduct ad hoc analysis and contribute to special projects supporting portfolio development and client relationship management.
• Support continuous improvement initiatives, including applying AI and emerging technologies to enhance analytical processes, reporting, and team productivity.

Benefits

• Eligible employees may receive 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.
• Retirement savings plans, including pension and 401(k) plans, and a global share ownership plan with employer matching contributions.
• Financial education and counseling resources.
• Up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time annually in the U.S., or more where required by law.
• Statutory leaves of absence.
• Eligible employees may participate in incentive programs and earn incentive compensation tied to business and individual performance.
• Flexible work environment supporting employee well-being and inclusion.

What This Job Offers

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