Req#: JR22120114
Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.
Job Description
The Manager of Competitive Intelligence & Research, will be responsible for providing ongoing industry information and relevant competitive intelligence to support various teams within our Wealth & Asset Management Canada (WAM Canada); this includes quantitative and qualitative research, financial modeling, insightful analysis on all mutual fund and ETFs products and competitors as well as M&A target firm analysis.
Reporting to the Head of Competitive Intelligence & Research, the incumbent will be a key member of the Competitive Intelligence & Research team that supports a high demand for accurate and timely business insights and reporting across WAM.
This position will require a deep understanding of the Wealth & Asset Management business, competitive landscape, products, and peers developments as well as a robust analytical and problem solving skills to efficiently draw insights from the data and researches.
Key Accountabilities
- Stay current on industry developments and the impact on our WAM business and our competitors.
- Gather competitive intelligence, research and analytics, analyze, interpret, and synthesize large amount of data and research materials into a concise reporting on the retail, institutional, private investment counsel industry, from a perspective of product, flows, assets, peers strategies, asset managers and distribution model.
- Digest information from all sources to provide competitive positioning and compelling “stories” and key insights around product manufacturing, asset managers strategies, pricing, investment dealer shelf management, which can be used and re-purposed for audiences from front line sales to the executive
- Perform head-to-head analysis on comparable competitor’s fund and highlights the gaps and opportunities.
- Interpret financial reporting and extract relevant information from financial report and earning call as well as build modeling in excel on M&A target firms.
- Perform deep dive analysis on a wide range of WAM topics such as investment capabilities, asset managers, dealers, potential target firm for M&A, and summarize the deep dive analysis in a consistent memo for senior executives.
Knowledge/Skills/Competencies/Education:
- University degree in business, economics, statistics or related discipline
- Minimum of 7 years prior experience in the mutual fund industry, preferably in an analytical role.
- CFA would be an asset
- Competitive intelligence or market research or analytics experience
- Extensive Experience with research systems such as Morningstar Direct, Bloomberg, IFIC, Strategic Insights, Investor Economics, and SimFund
- Strong understanding of the industry’s competitive landscape, as well as the different investment products available
- Proficient in Microsoft Office suite with emphasis on MS Excel, more specifically modelling and dashboard creation.
- Superior writing skill, with the ability to write a concise memo synthetizing the extensive amount of data analytics and researches as well as draw conclusion and pertinent recommendation.
- Excellent analytical skills; detail-oriented, self-starter and thinking outside the box, results-oriented, and motivated with a can-do-attitude.
- Able to work both independently and as part of a team in a dynamic, fast paced, demanding environment
What motivates you?
- Obsessing about customers, listening, engaging and act for their benefit.
- Thinking big, with curiosity to discover ways to use your agile approach and enable business outcomes.
- You thrive in teams and enjoy getting things done together.
- You take ownership and build solutions, focusing on what matters.
- You do what is right, work with integrity and speak up.
- You share your humanity, helping us build a diverse and inclusive work environment for everyone.
Our commitment to you
- Values-first culture
- We lead with our Values every day and bring them to life together.
- Boundless opportunity
- We create opportunities to learn and grow at every stage of your career!
- Continuous innovation
- We invite you to help redefine the future of financial services.
- Delivering the promise of Diversity, Equity and Inclusion
- We foster an inclusive workplace where everyone thrives.
- Championing Corporate Citizenship
- We build a business that benefits all stakeholders and has a positive social and environmental impact.
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to cultivate an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment.
A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.
Every career at Manulife/John Hancock provides the opportunity to learn new skills and move your career forward. Ready to make an impact somewhere? What are you waiting for? Apply today.
About John Hancock and Manulife
John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.1 trillion) as of June 30, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.
One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.
Manulife is an Equal Opportunity Employer
At Manulife /John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour , ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process . All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies . To request a reasonable accommodation in the application process, contact recruitment@manulife.com .