Client Portfolio Management Specialist

Client Portfolio Management Specialists (CPMS) act as representatives of Manulife Investment Management’s investment teams.They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge.

CPMS’ serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMS’ serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.

Position Responsibilities: