Asset Management Analyst

Manulife Investment Management is the global wealth and asset management segment of Manulife Financial Corporation, seeking an Analyst, Asset Management to support their growing platform. The role involves complex financial modeling, asset management support, and collaboration with various teams to drive decision-making and strategy.

Responsibilities

• Provide financial analysis and support for asset-level decision-making and transactions
• Conduct quantitative and qualitative analyses and reporting across the region’s portfolio, delivering forward-thinking analysis to support decision-making and strategy
• Conduct and/or support analysis for evaluation of leasing opportunities, capital projects, tenant credit, dispositions, refinancings, and appraisals. Develop and present findings for Senior Management, Portfolio Managers and Investment Committee
• Assist with acquisitions and dispositions when applicable
• Play an integral role in identifying market trends and extracting insights for the regional portfolio, contributing to market commentary produced by regional Asset Managers. Present and review with Senior Management and Portfolio Managers as required
• Review and validate Yardi quarterly financials/operating statements and variance reports. Understand cash flow requirements and distribution analysis
• Support ongoing loan compliance and credit/security monitoring activities. Support asset-level business plans and valuation models
• Support Asset Manager coordination, production, and presentation of annual business plans to Senior Management and Portfolio Managers
• Build and maintain quarterly Argus models and support hold vs. sell analyses conducted by regional Asset Managers. Undertake model audits, quality assurance reviews, and support best practices compliance
• Coordinate appraisal review and commentary by regional Asset Managers and conduct variance analysis to external appraisals
• Manage the collaboration with leasing brokers, including the review of LOIs, leasing documents, and outside broker listing agreements
• Review and selectively audit asset-level financial reporting submitted from Property Managers, including capital commitment forecasts, expense recovery calculations, and funding projections. Oversee timeliness of Yardi financial and accounting information submitted from Property Managers
• Support special projects and conduct ad-hoc analyses as required
• Work with MIM business leaders to communicate effectively both internally and externally

Skills

• In-depth knowledge of real estate investment, asset management, accounting and administration concepts
• Undergraduate degree is required, preferably in finance, accounting, real estate finance or business administration, or sufficient work experience
• 1-2 years of relevant experience is preferred
• Ability to integrate top-down and bottom-up perspectives into investment recommendations
• Capable of managing competing priorities and maintaining strong attention to detail under deadlines
• Superior analytical and critical thinking skills (both quantitative and qualitative)
• Able to successfully work in a team-oriented environment and partner with different functional groups
• Demonstrated leadership skills and a strong sense of ownership
• Strong work ethic, a high level of integrity, and the desire to take initiative
• Excellent written and oral communication skills. Effective customer service and interpersonal skills. Strong organizational, time management and priority setting skills
• Focused and self-motivated teammate who balances independent thinking with the execution capabilities and core proficiencies of the rest of the organization
• Advanced proficiency with Microsoft Excel (financial modeling, creation of templates) and Argus Enterprise
• Experience with real estate accounting systems required, experience with Yardi a plus
• Some travel may be required

Benefits

• 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
• Various retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
• Financial education and counseling resources
• Generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence

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