About the role#
As an intern with the Wealth Investment Office, you will gain experience across investment product research, portfolio implementation, and managed investment programs. You will support the oversight of investment solutions and contribute to research and strategic projects involving ETFs, mutual funds, model portfolios, and Unified Managed Accounts. You will also work with teams such as Operations, Advisor Support, Legal, Compliance, and Marketing to manage daily deliverables.
What you'll do#
- Support the Wealth Investment Office with investment research and portfolio managed account programs.
- Assist with portfolio management activities for advisors with clients in Canada and the US.
- Handle investment operations and governance, including PAR note review, product updates, and documentation.
- Support the centrally managed accounts program by addressing sub-advisor trade recommendations and client cash flow requests.
- Create advisor-facing content like job aids, investment insights, and presentation materials.
- Use the portfolio management platform to review and calibrate client investment portfolios.
- Support the Pathway to Portfolio Management program and work with Investment Advisors.
- Use AI and emerging technology to improve research, analysis, and workflow efficiency.
- Collaborate with senior team members on various initiatives and projects.
What you'll need#
- Enrollment in a post-secondary institution, with a focus on Finance.
- Positive attitude and a curious mind.
- Ability to share ideas constructively.
- Strong personal initiative and interpersonal skills.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office, MS Forms, Excel, and PowerPoint.
- General proficiency with AI platforms.
- Interest in or enrollment in the CFA charter program is an asset.
Location & details#
- Location: Toronto, Ontario, Canada.
- Term: Winter 2027.
- Modality: Hybrid.
- Employment: Full-time, paid position.
About Manulife
Manulife is an international financial services group based in Toronto. The company operates as Manulife in Canada, Asia, and Europe and as John Hancock in the United States. It manages over 1.3 trillion dollars in assets for approximately 34 million customers. The organization employs more than 34,000 people and works with over 116,000 agents.
How to get in at Manulife
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