Portfolio Analyst

Manulife • Boston, MA

8h • Hybrid

About The Position

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.

Requirements

• 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.

Nice To Haves

• Progress toward, or intention to pursue, CFA, CAIA, or another relevant professional designation is desirable.

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.
• Investment and transaction support: 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.
• Client reporting and communication: 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.
• Market, asset, and plan review: 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.
• Process improvement and team effectiveness: 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.

Benefits

• 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.
• various retirement savings plans (including pension/401(k) savings 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 (or more where required by law) each year
• full range of statutory leaves of absence.

What This Job Offers

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