Associate Investment Analyst, REFG
Manulife is a leading international financial services provider, and they are seeking an Associate Investment Analyst to support the North American Real Estate Finance Group. The role involves underwriting and procuring commercial real estate mortgage loans, along with administrative duties and communication with various teams throughout the loan allocation process.
Responsibilities
- Conduct administrative duties including coordination of meetings, agenda preparation, minute keeping and file management
- Communicate with our teams in production, compliance, portfolio management, risk management and legal during the allocation process of new loans to our funding sources
- Prepare investment proposals for review and approval by our funding sources
- Facilitate ongoing communication and assist with the preparation of reports required by our funding sources
- Responsibilities include: (1) working closely with production, credit, closing, post-closing team members as well as external business partners, (2) gathering and reviewing all required due diligence items, (3) ensuring all conditions and documentation requirements for new loans are met during the life of loans
- Operate under tight timeframes to meet the needs of borrowers, SEC exams, internal and external audits and ad hoc requests
- Take on special projects and cross train with other teams as new initiatives arise
Skills
- BA and/or post-secondary education, preferably in finance, real estate or accounting (or equivalent work experience) required
- Prior commercial mortgage and/or commercial real estate experience is a plus
- Excellent communication skills, both written and oral, as well as strong computer skills, including with the Microsoft Office suite
- Professional work ethic, strong attention to detail, responsive, and ability to perform well under pressure
- Team oriented
- Strong organizational, judgmental and decision-making skills with the ability to prioritize
- Willingness to learn and desire to earn new responsibilities
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
- 40 hours of sick time (or more where required by law)
Company Overview