Senior Portfolio Manager
Sales Group – Boston, MA, US
Req ID: 0416742
Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
Hancock Natural Resource Group (HNRG) founded in 1985, is a registered investment adviser and wholly owned subsidiary of John Hancock/Manulife Financial Corporation. HNRG is based in Boston, Massachusetts and is comprised of two core businesses; Hancock Timber Resource Group (HTRG) which develops and manages timberland investments and Hancock Agricultural Investment Group (HAIG) which develops and manages farmland investments. HNRG develops and manages diversified agricultural and timberland portfolios for a global client base. As of September 30, 2020, HNRG managed $14.1 billion of timberland and farmland, comprising approximately 5.9 million acres located in the United States, Canada, Australia, New Zealand, and Chile.
Hancock Natural Resource Group (HNRG) creates value through the sustainable management of natural resource investments. Traditional HNRG timberland and agriculture investments have always emphasized good stewardship of environmental, social, and governance (ESG) factors as important contributors to achieving long-term market rates of return. As the impacts of climate change become clearer and the need for mitigation and adaptation from natural climate solutions become more pronounced, HNRG is determined to offer its clients opportunities to invest in forests and farms that prioritize environmental and social impact equal to or above financial returns.
The Senior Portfolio Manager reports to the Managing Director, Client Account Management.
Develop and implement client investment strategies
Evaluate acquisition and disposition opportunities
Evaluate portfolio performance
Develop and implement of acquisition funding strategies
Develop and manage of all aspects of the client relationship, including:
o Establish and maintain meaningful relationships with clients, so that their trust is gained, and their investment interests fully understood
o Coordinate client communications
o Ensure that client service needs are met (e.g. portfolio reviews, financial reporting, property visits, satisfying ad hoc requests)
Monitor the portfolio for compliance with contracts and regulations
Support new business marketing efforts:
o Support HNRG Business Development and Manulife Investment Management staff as a timberland investment subject matter expert in initial or secondary and subsequent meetings with prospects
o Participate in educational timberland investment tours for prospects and consultants
o Work with Business Development staff to ascertain and develop specific investment strategies that meet prospects’ needs
Provide valuable insight and assistance in the development and implementation of new strategies for the firm, as a senior member of the investment team
Bachelor’s degree, preferably in forestry, business administration, finance, or economics
Graduate degree in a forestry related discipline or business is desirable
CFA or CAIA designation is desirable
Several years of experience in the timberland (or other real assets) investment management, forestry, timber, or forest products sectors is desirable
Client service orientation. Prior experience working with clients in an advisory role will be an advantage
Excellent verbal and written communications skills
Excellent presentation skills
Excellent analytical skills
Ability to work at all levels in an organization, have excellent relationship building skills, and be a team player
Organizational skills and the ability to efficiently manage several diverse tasks at the same time to meet required deadlines
While the ideal candidate will be either Boston or Charlotte based, other arrangements may be considered.
Hancock Natural Resource Group (HNRG) is committed to being an equal opportunity employer. The Company is committed to employ, train, promote and compensate individuals based on job-related qualifications and ability without regard to race, color, gender identity, disability, sexual orientation, religion, national origin, age, veteran or marital status.
If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2019, we had more than 35,000 employees, over 98,000 agents, and thousands of distribution partners, serving almost 30 million customers.
As of March 31, 2020, we had $1.2 trillion (US$0.8 trillion) in assets under management and administration, and in the previous 12 months we made $30.4 billion in payments to our customers. Our principal operations are in Asia, Canada and the United States where we have served customers for more than 155 years. We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges and under ‘945’ in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.