Manulife · 1 hour ago
Senior Investment Analyst – Private Equity Valuations & Financial Modeling (Agriculture)
USA, North Carolina, Charlotte, Frenette Building 11016 Rushmore Drive
Full-time
Hybrid
Senior Level
$78K/yr - $140K/yrManulife is a leading international financial services provider, and they are seeking a Senior Investment Analyst to evaluate investments through detailed analyses. The role involves managing the valuation and financial modeling components of the acquisition and portfolio management processes.
FinanceFinancial ExchangesFinancial Services
Responsibilities
Developing and maintaining detailed DCF models for both traditional farmland and vertically integrated food company investment opportunities (private equity)
Collaborate directly with subject matter experts across the deal origination and operations teams to perform due diligence and research
Produce investment committee memorandums and incorporate relevant valuation outputs, such as sensitivities
Present valuation outputs and recommendations to investment committees
Developing and maintaining detailed DCF models for existing investments and portfolios
Collaborate directly with portfolio managers and operations to ensure continuous and effective valuation monitoring
Contributing to routine appraisal processes for existing investments
Develop strong working relationships with all relevant Manulife Agriculture business units
Work with global teams, such as business development and economic research, on valuation projects and special initiatives
Seek ways to improve underwriting processes and valuation capabilities
Qualification
Required
Bachelor's Degree with a major in finance, accounting, or related field
Analytically minded individual with a strong attention to detail
Extensive Microsoft Excel skills
In-depth knowledge of and ability to independently perform financial analysis
General knowledge of investment management and alternative asset classes, specifically real assets, with a genuine interest in agriculture / real assets
Effective team player with excellent organizational skills, ability to meet deadlines, work collaboratively and have strong communication skills
Strong ability to interact and build relationships with individuals at all levels of the organization and with external parties
Mature and willing to approach problem solving with openness and willingness to understand others' perspectives with the goal of working towards a workable solution
High degree of self-motivation and professionalism and work as a team player
Ability to present analyses in a clear and concise manner (verbal and written)
Organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently
Must be able to work in a fast-paced environment and with dispersed teams across multiple geographies and time zones
Willingness to progress towards becoming a CFA charter holder
Willing to travel up to 10% of the time
Preferred
MBA, CFA or CAIA is a plus
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/401(k) savings plans and a global share ownership plan with employer matching contributions)
Financial education and counseling resources
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
The full range of statutory leaves of absence
Company
Manulife
Manulife is a leading international financial services group that helps people make their decisions easier and lives better.
Founded in 1887
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$3.31B2025-12-02Post Ipo Debt· $1B
2024-06-11Post Ipo Debt· $363.5M
2023-03-07Post Ipo Debt· $1.2B
Leadership Team
Phil Witherington
President and CEO
Steve Finch
President and CEO, Manulife Asia
Recent News
2026-01-21
Company data provided by crunchbase