The Senior Portfolio Analyst will report to the Manager of Portfolio Analysis and will work closely with other team members across the Timberland Client Account Management group as well as other stakeholders throughout the organization. The Senior Portfolio Analyst will be responsible for supporting Portfolio Managers in the overall development and implementation of client timberland investment strategies. This will include financial analysis of existing and hypothetical client portfolios with the dual goal of improving portfolio performance and ensuring the objectives and constraints in client Investment Management Agreements are met.
Point person (along with Portfolio Manager) for all client portfolio analytics
Evaluate historical and projected portfolio performance
Evaluate acquisition and disposition opportunities
Author management discussion and analysis to accompany financial reports for assigned portfolios
Prepare materials for client portfolio reviews, and participate, with Portfolio Managers, in the presentation of materials in client meetings
Respond to client questions and requests for analytics and data
Assist Portfolio Managers in the development and implementation of acquisition funding strategies, including: preparing investment offering materials and operating and financial model development
Monitor economics of global timberland markets
Improve analytical processes and reporting capabilities
Review property budgets and long-term management plans
Other ad hoq duties may be assigned as necessary to assist in the development and management of client portfolios as well as all aspects of the client relationship
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative, but not nessarily exclusive, of the knowledge, skill and/or ability needed to perform the responsiblities successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Understanding and appreciation of fiduciary responsibility
Commitment to SRI/ESG ethic
2-4 years of related work experience. Additional experience is desirable.
Bachelor’s degree in business administration, economics, finance, forestry, or agriculture
Graduate degree in business administration, economics, finance, forestry, or agriculture is desirable
Progress toward or plan to attain CFA or CAIA designation is expected
Familiarity with investment reporting and performance measurement is desirable.
Excellent analytical skills, and comfort performing analyses with various systems that house investment data. The ability to enhance and improve such systems is a plus
Excellent verbal and written communications skills
Excellent presentation skills
Client service orientation. Prior experience working with clients in an advisory role will be an advantage
Ability to work at all levels in an organization, have excellent relationship building skills, and be a team player
Organizational skills and the ability to efficiently manage several diverse tasks at the same time to meet required deadlines
HNRG offers a competitive compensation and benefit package, a team-oriented work environment and growth opportunities for its employees.
Hancock Natural Resource Group (HNRG)is committed to being an equal opportunity employer. The Company is committed to employ, train, promote and compensate individuals based on job-related qualifications and ability without regard to race, color, gender identity, disability, sexual orientation, religion, national origin, age, veteran or marital status. ?
Internal Number: Job ID: 0428492
About Hancock Natural Resource GRoup
Hancock Natural Resource Group (HNRG) founded in 1985, is a registered investment adviser and wholly owned subsidiary of John Hancock/Manulife Financial Corporation. HNRG is based in Boston, Massachusetts and is comprised of two core businesses; Hancock Timber Resource Group (HTRG) which develops and manages timberland investments and Hancock Agricultural Investment Group (HAIG) which develops and manages farmland investments. HNRG develops and manages diversified agricultural and timberland portfolios for a global client base. As of September 30, 2020, HNRG managed $14.1 billion of timberland and farmland, comprising approximately 5.9 million acres located in the United States, Canada, Australia, New Zealand, and Chile.
HNRG creates value through the sustainable management of natural resource investments. Through the five pillars of its Sustainability and Responsible Investing (SRI) platform (Ecosystem Resiliency, Watershed Protection, Climate Stability, People Empowerment, and Community Prosperity), HNRG integrates environmental, social, and governance (ESG) factors throughout all aspects of its investment decision-making and property management. HNRG’s impacts in 2020 include... managing 100% of our eligible timberland investments to third-party sustainability standards and earning the first farmland certification under the new Leading Harvest Farmland Management Standard. Over the past five years our forests and farms have removed an average of 2.9 million metric tons of CO2 annually, and since our founding in 1985 we have planted over 1.2 billion trees.