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 in analyzing and reporting portfolio performance. The role evaluates existing and hypothetical client portfolios to help improve performance while ensuring that client Investment Management Agreement objectives and constraints are met. The analyst reports to the Manager of Portfolio Analytics and works with the Timberland Portfolio Management & Client Services team and stakeholders across the organization.

The position includes leading portfolio analytics, performance analysis, and reporting for assigned portfolios; evaluating historical and forecast performance; analyzing investment opportunities; and preparing financial models, client materials, and reporting narratives. The analyst also responds to client inquiries, supports acquisition funding strategies, monitors market and macroeconomic developments, and contributes to special projects and process improvements, including the considered use of AI and other emerging technologies. Travel is approximately 15% for client meetings, site visits, and team collaboration. The role is based in Charlotte, North Carolina, with a hybrid working arrangement.

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.
• Proven understanding of fiduciary responsibility and strong 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 improve 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.
• Demonstrated client service orientation.
• Ability to build relationships across organizational levels and collaborate 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 2–4 years.
• Graduate degree in Finance, Economics, Business, Forestry, Natural Resources, or a related discipline.
• Progress toward, completion of, or commitment to pursue professional designations 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 presenting materials 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 special projects supporting portfolio development and client relationship management.
• Support continuous improvement, including applying AI and emerging technologies to analytical processes, reporting, and team productivity.

Benefits

• Health insurance
• Dental insurance
• Mental health benefits
• Vision insurance
• Short- and long-term disability insurance
• Life and AD&D insurance
• Adoption and surrogacy benefits
• Wellness benefits
• Employee and family assistance plans
• Retirement savings plans, including pension and 401(k) plans
• 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 (or more where required by law)
• Statutory leaves of absence
• Incentive compensation tied to business and individual performance

What This Job Offers

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