Manulife Financial
Associate/Senior Associate, Investor Relations Operations - Private Equity
Manulife Financial, Boston, Massachusetts, us, 02298
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 risk‑conscious investment philosophy and in‑house 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 Co‑Investment, 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 go‑to‑market 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 ad‑hoc 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, client‑centric 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 problem‑solving 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 results‑driven
Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus.
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.
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、“あなたの未来に、わかりやすさを”を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには recruitment@manulife.comまでご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
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 job‑related 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 long‑term 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.)
#J-18808-Ljbffr
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 Co‑Investment, 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 go‑to‑market 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 ad‑hoc 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, client‑centric 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 problem‑solving 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 results‑driven
Proficient in Microsoft Office. Experience with Seismic, Salesforce, and Qvidian is a plus.
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.
マニュライフとジョン・ハンコックについて マニュライフ・ファイナンシャル・コーポレーションは、“あなたの未来に、わかりやすさを”を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/をご覧ください。
マニュライフは機会均等を是とする雇用主です マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別（妊娠および妊娠関連の状態を含む）、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには recruitment@manulife.comまでご連絡をお願いします。
Referenced Salary Location Boston, Massachusetts
Working Arrangement ハイブリッド勤務
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 job‑related 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 long‑term 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.)
#J-18808-Ljbffr