Talent.com
Senior Portfolio Analyst
Senior Portfolio AnalystNorth Carolina Staffing • Charlotte, NC, US
Senior Portfolio Analyst

Senior Portfolio Analyst

North Carolina Staffing • Charlotte, NC, US
2 days ago
Job type
  • Full-time
Job description

Senior Portfolio Analyst

The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services team as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies and performance analysis / reporting. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.

Position Responsibilities :

  • Lead analytics and performance analysis / reporting related to assigned client portfolios
  • Conduct in-depth evaluations of historical and forecasted portfolio performance, identifying trends, risks, and opportunities
  • Analyze acquisition and disposition opportunities, supporting investment decision-making with robust financial modeling and scenario analysis
  • Collaborate with operations, research, planning, and accounting teams to understand and interpret performance drivers
  • Review and assess property-level budgets and long-term management plans to ensure consistency with portfolio objectives
  • Monitor global timberland market dynamics and macroeconomic trends to inform investment strategy and client communications
  • Draft management discussion and analysis narratives to accompany quarterly and annual financial reports
  • Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings
  • Respond promptly and professionally to client inquiries, delivering customized analytics and data-driven insights
  • Support the development and implementation of acquisition funding strategies, including preparation of investment offering materials and financial models
  • Perform ad hoc analysis and contribute to special projects that support portfolio development and client relationship management
  • Support continuous improvement initiatives with a focus on analytical processes and reporting capabilities

Required Qualifications :

  • Proven understanding of fiduciary responsibility and a strong commitment to SRI / ESG principles
  • 24 years of relevant experience in investment analysis, portfolio management, or client advisory, ideally within real assets or timberland investments
  • Bachelor's degree in Finance, Economics, Business, Forestry, Natural Resources, or a related field; a graduate degree in one of these disciplines is preferred
  • Progress toward, completion of, or commitment to pursue professional designations such as CFA or CAIA is highly desirable
  • Advanced proficiency in Microsoft Office, with a strong emphasis on Excel for financial and data analysis
  • Familiarity with investment reporting, performance measurement, and financial modeling is desirable
  • Strong analytical skills and comfort working with systems that manage investment data
  • Excellent verbal and written communication skills
  • Strong presentation skills and confidence in senior management and client-facing interactions
  • Demonstrated client service orientation
  • Ability to build relationships across all levels of the organization and work collaboratively in a team environment
  • Strong organizational skills and the ability to manage multiple tasks and deadlines efficiently
  • Travel required, approximately 15%, for client meetings, site visits, and team collaboration
  • When You Join Our Team :

  • 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.
  • Acerca de Manulife y John Hancock

    Manulife Financial Corporation is an important international provider of financial services that helps people make decisions in an easier way and live better. For more information about us, visit www.manulife.com

    Manulife es un empleador que ofrece igualdad de oportunidades

    In Manulife / John Hancock, we value our diversity. We strive to attract, train, and retain a workforce as diverse as the clients we serve, and to foster an inclusive work environment in which the strengths of cultures and people are leveraged. We are committed to equity in hiring, retention, advancement, and compensation, and we manage all of our practices and programs without discrimination based on race, ancestry, place of origin, color, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other aspect protected by applicable law. Our priority is to remove barriers to ensure equal access to employment. A Human Resources representative will work with applicants who require a reasonable accommodation during the application process. All information shared during the application process for accommodation will be stored and used in a manner consistent with Manulife / John Hancock's applicable laws and policies. To request a reasonable accommodation in the application process, please send us a message at recruitment@manulife.com.

    Location Charlotte, North Carolina

    Work Modalities Hybrid

    Salary Range $91,000.00 USD - $165,000.00 USD

    If you are applying for this position outside of the primary location, please contact recruitment@manulife.com to know the salary range of your location. The actual salary will vary based on local market conditions, geography, and relevant job-related knowledge, skills, qualifications, experience, and education / training. Employees also have the opportunity to participate in incentive programs and earn performance and individual-linked incentive compensation. Manulife / John Hancock offers eligible employees a wide variety of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and accidental death and dismemberment insurance, adoption / surrogacy, and wellness, and employee / family assistance plans. We also offer eligible employees various retirement savings plans (including 401(k) or pension plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous U.S. paid time off program includes up to 11 holidays, 3 personal days, 150 vacation hours, and 40 sick hours (or more when required by law) per year, and we offer all types of leave required by law.

    Know Your Rights https : / / www.dol.gov / agencies / ofccp / posters

    Family and Medical Leave

    Employee Polygraph Protection Act https : / / www.dol.gov / sites / dolgov / files / WHD / legacy / files / eppac.pdf

    Right to Work

    Electronic Verification (E-Verify)

    Salary Transparency https : / / www.dol.gov / sites / dolgov / files / ofccp / pdf / pay-transp_%20English_formattedESQA508c.pdf

    Company : John Hancock Life Insurance Company (U.S.A.)

    Create a job alert for this search

    Portfolio Analyst • Charlotte, NC, US

    Related jobs
    Senior Portfolio Analyst

    Senior Portfolio Analyst

    Manulife • Charlotte, NC, US
    Full-time
    The Senior Portfolio Analyst will report to the Manager of Portfolio Analytics and will work closely with other team members across the Timberland Portfolio Management & Client Services (PMCS) team...Show more
    Last updated: 9 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Sealed Air • Charlotte, NC, US
    Full-time
    Director, Portfolio Management.As Portfolio Manager, you will be responsible for driving P&L performance, strategy development, cross-functional team leadership, product life-cycle management, dema...Show more
    Last updated: 2 days ago • Promoted
    Senior Financial Analyst

    Senior Financial Analyst

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    Growth oriented Corporate Treasury team looking to add an experienced financial analyst to help build and run FHN's liquidity risk management function. To be effective in this high visibility role t...Show more
    Last updated: 2 days ago • Promoted
    Agile Portfolio Manager

    Agile Portfolio Manager

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    Technical Portfolio Manager / Release Train Engineer (RTE).SMBC Group is a top-tier global financial group.Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of f...Show more
    Last updated: 2 days ago • Promoted
    Senior Special Assets Analyst

    Senior Special Assets Analyst

    Redwood Trust Inc • Charlotte, NC, US
    Full-time
    Special Assets Analyst will work in a supporting role on the resolution of distressed or non-performing commercial mortgage loans and assets. This role requires an investment professional with exper...Show more
    Last updated: 30+ days ago • Promoted
    Senior Compensation Analyst

    Senior Compensation Analyst

    Securitas • Charlotte, NC, US
    Full-time
    This is the job title and main content of the job post.The detailed description and specific duties of the position follow below.Show more
    Last updated: 15 days ago • Promoted
    Associate- Portfolio Management

    Associate- Portfolio Management

    StepStone Group • Charlotte, NC, US
    Full-time
    Associate- Portfolio Management.We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors.L...Show more
    Last updated: 30+ days ago • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    Talent Bridge • Charlotte, NC, US
    Full-time
    Location : Charlotte Metro, NC Onsite Flexibility : 3 days Hybrid, 2 days WFH.Connecting People with Their Purpose At TalentBridge, we know success begins with personal connections, and our goal is t...Show more
    Last updated: 30+ days ago • Promoted
    Senior Credit Analyst

    Senior Credit Analyst

    Wayflyer • Charlotte, NC, US
    Full-time
    Today's consumer brands need a capital provider that keeps pace with their growth ambitions.Traditional financing options are slow, cumbersome and often out of reach. Our unique technology allows us...Show more
    Last updated: 22 days ago • Promoted
    Senior Portfolio Manager - Financial Institutions Group - Insurance

    Senior Portfolio Manager - Financial Institutions Group - Insurance

    Phenom People • Charlotte, NC, US
    Full-time
    Senior Portfolio Manager - Financial Institutions Group - Insurance.Make banking a Fifth Third better.We connect great people to great opportunities. Are you ready to take the next step? Discover a ...Show more
    Last updated: 2 days ago • Promoted
    Senior Analyst, Settlements

    Senior Analyst, Settlements

    LPL Financial • Fort Mill, SC, US
    Full-time
    Senior Analyst In Purchases And Sales.What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursu...Show more
    Last updated: 17 hours ago • Promoted • New!
    Senior Credit Analyst, New Verticals

    Senior Credit Analyst, New Verticals

    Wayflyer • Charlotte, NC, US
    Full-time
    Our mission is to give the world access to the best products by empowering great brands to reach their growth potential.Today's consumer brands need a capital provider that keeps pace with their gr...Show more
    Last updated: 20 days ago • Promoted
    Senior FP&A Analyst

    Senior FP&A Analyst

    LHH • Charlotte, NC, US
    Full-time
    LHH is seeking a Senior FP&A Analyst to join our client in Charlotte, NC on a consulting basis.Candidates MUST have OneStream and Power BI. Managing the weekly, monthly and quarterly reports.Bud...Show more
    Last updated: 22 days ago • Promoted
    Senior Analyst- Capital Markets Corporate Commercial Finance

    Senior Analyst- Capital Markets Corporate Commercial Finance

    Regions Financial • Charlotte, NC, US
    Full-time
    At Regions, Capital Markets provides products and services to meet the needs of Corporate, Commercial, and Real Estate clients throughout the bank. Capital Markets provides hedging products that ena...Show more
    Last updated: 30+ days ago • Promoted
    Sr. Analyst - Portfolio Strategy & Planning

    Sr. Analyst - Portfolio Strategy & Planning

    LPL Financial • Fort Mill, SC, US
    Full-time
    Analyst, Portfolio Strategy & Planning.Analyst, Portfolio Strategy & Planning plays a critical role in shaping and communicating strategic priorities across the enterprise.This position supports th...Show more
    Last updated: 6 days ago • Promoted
    Portfolio Management Analyst

    Portfolio Management Analyst

    Redwood Trust Inc • Charlotte, NC, US
    Full-time
    The Portfolio Management Analyst will work in a supporting role on the portfolio management activities for performing loans. This role requires an investment professional with experience in loan ser...Show more
    Last updated: 30+ days ago • Promoted
    Subscription Finance Portfolio Management Analyst

    Subscription Finance Portfolio Management Analyst

    North Carolina Staffing • Charlotte, NC, US
    Full-time
    Bank Subscription Finance Team.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...Show more
    Last updated: 2 days ago • Promoted
    Assistant Portfolio Manager

    Assistant Portfolio Manager

    Invitation Homes • Charlotte, NC, US
    Full-time
    Invitation Homes is a fast-paced evolving company, offering high-quality homes for lease in desirable neighborhoods across America. As the nation's premiere home leasing company, we own, lease and o...Show more
    Last updated: 2 days ago • Promoted