The Investor Relations (IR) team is primarily responsible for ongoing communication with the investment community including existing and prospective institutional shareholders, as well as sell side equity research analysts. The team’s mandate also includes providing market intelligence to internal stakeholders.
The Director, Investor Relations is an integral part of the IR team, and is responsible for providing key analytical and marketing support to the IR strategy and program. You will be involved with all IR activities including quarter end reporting and investor relations marketing events. In addition, the role is responsible for preparation of several regular management reports and for developing and maintaining the tools and processes necessary to support an effective IR function.
Position Responsibilities:
Play a leading role in the quarter-end process:
Responsible for identifying potential earnings calls questions and collaborate with subject matter experts throughout the organization in the preparation of responses.
Contribute to the development and drafting of earnings press release, developing slides and speaking notes for the earnings conference call/webcast.
Summarize the Street's pre- and post-call sentiment. This analysis supports IR and senior management's ability to effectively communicate key messaging to the external community.
Review and analyze the earnings calls of peers as part of the quarter end activities. This involves analyzing peer company performance relative to analyst expectations and reporting on the performance of key business lines.
Support the preparation of other quarterly deliverables such as company fact sheets and Board reports for use by various internal and external stakeholders.
Coordinate closely with the Rating Agency Management team in Treasury.
Develop and maintain relationships with internal and external stakeholders including subject matter experts at business segments, finance and actuarial professionals across the organization, senior and executive management, sell side analysts and associates, and institutional investors.
Develop processes & procedures to support an effective IR program. This includes automating and leveraging data tools such as NASDAQ IRI, Bloomberg, Capital IQ, etc. to effectively respond to ad hoc requests from the IR team and/or senior management.
Provide leadership and mentoring to junior IR team members. This includes the assignment and review of work assignments.
Contribute to planning and implementation of a comprehensive IR marketing and shareholder engagement plan, including:
The identification of key global investor targets;
The annual development and implementation of a global IR marketing schedule;
Plan and implement investor relations marketing events;
Work with senior management to ensure the appropriate messages are included in all investor interactions;
Prepare and review supporting materials including key messages, presentation slides and speaking notes for IR events such as roadshows, investor conferences, 1-on-1 meetings and Investor Days;
Participation at the IR events may require travel.
Participate in ad hoc or special projects as required.
Required Qualifications:
Degree in finance/accounting/actuarial. CA, CFA, FSA or MBA is desirable;
5+ years of related work experience
Solid understanding of financial and capital markets;
Past Equity Research, Investment Banking or Institutional Sales experience is an asset.
Solid understanding of the insurance business and/or Manulife’s products and distribution strategies is desirable;
Marketing/communications experience, particularly related to IR would be an asset;
Solid analytical capability; financial modeling experience;
Strong attention to detail;
Superior Excel and PowerPoint skills;
Strong written and verbal communication skills;
Ability to work in a dynamic environment; prioritizing tasks to meet client demands & changing market conditions;
Strong interpersonal and well-developed relationship management skills;
Problems/Challenges:
Must effectively manage the investment community’s expectations and requests for information;
Must be able to exercise judgment in communication of results / events to outsiders;
No margin for error in disclosure of information to outsiders;
Very tight deadlines – priorities can change intraday;
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.
The role being advertised is an existing vacancy.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html .
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 [email protected] .
Referenced Salary Location
Toronto, Ontario
Hybrid
Salary range is expected to be between
$125,100.00 CAD - $175,100.00 CAD
Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. 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. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.
Manulife 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 and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our 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. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement .
