Associate

Position Overview

Position Responsibilities

• Support advisor book acquisition transactions from initial assessment through closing, including workflows, milestones, approvals, deliverables, and closing requirements.
• Prepare transaction materials, purchase agreements, approval memoranda, financial models, valuations, management reports, and related documentation.
• Coordinate with advisors, Capital Markets Group professionals, Manulife Wealth colleagues, legal counsel, and other stakeholders.
• Support equity and fixed income new issues, structured products distribution, M&A assignments, and strategic growth initiatives.
• Conduct market, industry, company, and competitive research and maintain transaction records, pipeline reports, and due diligence documentation.

Required Qualifications

• Two to five years of experience in investment banking, corporate finance, capital markets, private equity, transaction advisory, equity research, wealth management, or a related analytical role.
• Strong financial analysis and modeling skills with advanced proficiency in Microsoft Excel and PowerPoint.
• Bachelor’s degree in Finance, Commerce, Accounting, Economics, Business Administration, or a related discipline.