Associate
Core
Support advisor book acquisition transactions and broader capital markets initiatives including new issues, structured products, and M&A assignments for Manulife Wealth clients and advisors.
Role type
Associate in Capital Markets (Transaction Support)
Builds
Investment opportunities and strategic solutions for Manulife Wealth clients and advisors
Domain
Financial Services / Capital Markets
Deliverable
client delivery
Required skills
financial analysis, financial modelling, Microsoft Excel, Microsoft PowerPoint, project management, written communication, verbal communication
Preferred skills
M&A support, valuation, transaction execution, due diligence, capital markets knowledge, structured products knowledge, wealth management knowledge
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Support advisor book acquisition transactions from initial assessment through closing, Prepare transaction materials and financial models, Coordinate with advisors and stakeholders, Conduct market and competitive research
Seniority
Junior, hands-on IC