Associate/Senior Associate, Investor Relations Operations - Private Equity (Bost
Manulife Financial, Boston, MA, US
Manulife Private Markets is a $100.4B1 investment platform that offers investment solutions in Private Equity, Private Credit, Real Estate, Infrastructure, Timber and Agriculture. Our success in private assets has been driven by a long-term focus, a riskconscious investment philosophy and inhouse sector expertise. We are committed to our clients success and have a long history of being responsible stewards of capital across a diverse range of private assets.
Position Description
The Senior Associate will join Manulife Investment Managements Private Markets Investor Relations IR Operations team, led by the Managing Director, Head of Investor Relations Operations. The candidate will be a key contributor to the IR Operations team and responsible for primarily supporting our Investor Relations team and fundraising initiatives across the Private Equity investment strategies (Equity CoInvestment, Junior Credit, Secondaries, Primary Funds and PE Asia). Based in Boston or Toronto, the candidate will serve in a highly collaborative role at the firm by coordinating with investment teams and functional groups.
Responsibilities
Responsibilities will include serving as a product expert to support investment teams, investor relations, and distribution through creating and maintaining marketing materials, contributing to investor requests and due diligence questionnaires, supporting quarterly client reporting, supporting the gotomarket efforts, and contributing to key Private Markets projects. The Associate/Senior Associate will be responsible for overseeing the following:
MATERIAL CONTENT CREATION AND MANAGEMENT
- Produce and maintain marketing collateral including pitchbooks, factsheets, onsite presentations, case studies, etc.
- Help prepare for Annual Investor Conference and other investor events by leading the creation of presentation materials.
DUE DILIGENCE MATERIALS & INFORMATION REQUESTS
- Complete requests for proposals (RFPs), requests for information (RFIs), and due diligence questionnaires (DDQs) to support the fundraising efforts and ongoing investor monitoring.
- Respond to adhoc and recurring investor requests by utilizing product knowledge and internal information systems.
PROJECT MANAGEMENT
- Coordinate with Finance, Legal/Compliance, Investment teams and other functional support groups to ensure the timely delivery and accuracy of marketing materials and requested information from investors.
- Help monitor and maintain CRM databases to ensure client and prospect information is accurate and up to date.
INTERNAL REPORTING
- Contribute to quarterly client reporting process.
- Respond to internal requests for information and reporting for senior leadership reporting.
Professional Experience / Qualifications
The successful candidate will have 5+ years of overall work experience, including relevant experience in a sales support, clientcentric role, ideally at a private capital firm. In addition, the successful candidate will exhibit all or most of the following skills and characteristics:
- Strong attention to detail and high integrity
- Superior written and verbal communication skills
- Ability to convey complex investment concepts clearly and concisely
- Confidence and credibility when presenting ideas
- Intellectual curiosity
- Strong analytical and problemsolving skills
- Solution oriented with the ability to balance competing priorities
- Collaborative approach when working across teams and functions
- Critical and proactive thinker with the ability to streamline process
- Team oriented and resultsdriven
- Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus.
When you join our team
- Well empower you to learn and grow the career you want.
- Well recognize and support you in a flexible environment where wellbeing and inclusion are more than just words.
- As part of our global team, well support you in shaping the future you want to see.
// recruitment@manulife.com
Referenced Salary Location
Boston, Massachusetts
Working Arrangement
Salary range is expected to be between
$71,550.00 USD - $119,250.00 USD
If you are applying for this role outside of the primary location, please contact recruitment@manulife.com for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant jobrelated factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance.
Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short and longterm disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes 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, and we offer the full range of statutory leaves of absence.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify
Company: John Hancock Life Insurance Company (U.S.A.)
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