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About the Role

The Mortgage Portfolio Management Team supports commercial mortgage portfolio management through transaction analytics, pricing oversight, allocation management, and portfolio reporting. This senior-level role will focus on commercial mortgage pricing oversight, transaction analytics, portfolio reporting, allocation management, client reporting, and strategic project work for both General Account and third-party client portfolios. The position offers regular interaction with senior management and opportunities to contribute to executive decision-making.

Responsibilities

Develop a comprehensive understanding of the commercial mortgage portfolio, its performance drivers, and related reporting requirements.
Maintain and enhance pricing and analytical models supporting commercial mortgage originations.
Contribute to strategic initiatives involving portfolio management, risk assessment, accounting treatment, capital considerations, and business performance measurement.
Ensure the accuracy and integrity of portfolio reporting and analytical outputs.
Identify and resolve data inconsistencies, reporting anomalies, and process gaps.
Partner closely with Loan Origination teams to provide transaction-level pricing analytics for new commercial mortgage opportunities.
Determine pricing adjustments necessary to reflect transaction structure, prepayment provisions, risk ratings, capital charges, funding considerations, embedded fees, and other deal-specific factors.
Provide and communicate pricing spread targets to Origination professionals and business leadership.
Explain pricing methodologies, model outputs, assumptions, and transaction-specific adjustments to stakeholders throughout the origination process.
Maintain, validate, and enhance pricing models and related analytical tools.
Develop new analytical solutions and Excel-based tools to address pricing questions and evolving business needs.
Support and enhance the allocation process used to allocate new lending opportunities among the General Account and third-party client portfolios.
Prepare and review reporting provided to third-party investment clients.
Participate in discussions with third-party clients regarding portfolio performance and composition.
Ensure allocation decisions and related reporting comply with client mandates, internal investment policies, and applicable regulatory requirements, including the SEC 17d-1 Order governing certain third-party client portfolios.
Represent REFG in major cross-functional and corporate initiatives involving the commercial mortgage portfolio.
Contribute to corporate reinsurance transactions, commercial mortgage default studies, and commercial mortgage risk rating methodology initiatives.
Serve as a key contributor to the evaluation and implementation of new REFG lending initiatives, investment products, and strategic business opportunities.
Develop and maintain a strong understanding of IFRS 9 and NAIC statutory accounting treatment applicable to commercial mortgage investments.
Analyze expected credit loss, staging, risk rating migration, and other credit-related measures.
Work with accounting, risk, capital, and other subject matter experts to address complex analytical and reporting questions.
Incorporate accounting, regulatory, and capital considerations into portfolio reporting and management analysis.
Maintain ownership of recurring portfolio reporting and analytical deliverables.
Analyze portfolio composition, production trends, credit quality, prepayments, maturities, payoffs, and concentration exposures.
Develop meaningful management insights and commentary from portfolio data.
Enhance reporting content, visualization, efficiency, and usefulness for senior management and other stakeholders.
Support preparation of presentations for REFG leadership, senior investment management, and third-party clients.
Identify opportunities to improve reporting, analytics, controls, and operational efficiency.
Maintain and enhance internal databases, models, and reporting infrastructure.
Collaborate closely with Origination, Credit, Accounting, ALM, Capital, Performance, and other business partners.
Present analyses, conclusions, and recommendations to management and other stakeholders.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Business, Real Estate, or a related discipline.
Significant experience in commercial real estate finance, insurance company investing, portfolio analytics, asset management, or a related field.
Strong understanding of commercial mortgage lending, fixed income concepts, portfolio analytics, and credit risk.
Advanced Excel skills required.
Demonstrated ability to manage complex projects, identify data issues, and work effectively with senior stakeholders.
Strong attention to detail and commitment to continuous improvement.

Skills

VBA
Power Query
Power BI
SQL
Python

Location

Boston, Massachusetts

Work Type

Hybrid

Experience Level

Senior-level

Education Level

Bachelor's degree
CFA, CAIA, MBA, CPA, CRI, or similar professional designation preferred

Salary/Compensations

$128,550.00 USD - $222,820.00 USD

Benefits

Opportunity to learn and grow your career.
Flexible environment where well-being and inclusion are supported.
Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage.
Adoption/surrogacy and wellness benefits.
Employee/family assistance plans.
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, and 40 hours of sick time (or more where required by law) each year.
Full range of statutory leaves of absence.

About the Company

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better.
Company: John Hancock Life Insurance Company (U.S.A.)

Equal Opportunity

Manulife is an Equal Opportunity Employer.
We embrace our diversity and strive to attract, develop and retain a workforce that is as diverse as the customers we serve.
We foster an inclusive work environment that embraces the strength of cultures and individuals.
We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment.
A Human Resources representative will work with applicants who request a reasonable accommodation during the application process.
All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies.
Know Your Rights I Family & Medical Leave I Employee Polygraph Protection I Right to Work I E-Verify