Investment Operations Senior Analyst

The incumbent operates within tight deadlines, actively contributing to problem resolution and timely investigations involving both internal stakeholders and external counterparties. As a key member of the Manulife Mutual Funds Communications Team, the individual demonstrates strong collaboration and adaptability, supporting departmental initiatives and ensuring tasks are completed efficiently and accurately across the broader operations landscape. Position Responsibilities Monitor and manage the Fund Administration inbox , ensuring timely responses to inquiries and accurate routing of requests to appropriate stakeholders. Handle escalation management by investigating issues, coordinating with internal teams and external partners, and ensuring prompt resolution aligned with service-level expectations. Collaborate with custodians, fund managers, and operations teams to maintain uninterrupted service and operational accuracy across mutual fund transactions. Maintain clear and concise documentation of workflows, communications, and resolutions, adapting to evolving procedures and best practices. Proactively identify process improvements and recommend enhancements to optimize communication flow and operational efficiency. Stay informed on industry developments relevant to mutual fund operations and communications, participating in training and continuous learning initiatives. Provide consistent support to team members and management, prioritizing workload to ensure smooth daily operations and effective issue resolution. Participate in cross-training across departments to ensure service continuity and broaden understanding of mutual fund operations and client servicing. Required Qualifications Bachelor’s degree in Finance, Business Administration, Accounting, or a related field. 2–4 years of experience in mutual fund operations , financial services , or investment administration . Prior exposure to fund administration , client communications , or escalation handling is highly preferred. Technical Skills Proficiency in Microsoft Office Suite (especially Excel and Outlook). Familiarity with fund accounting systems, CRM platforms, or workflow management tools. Understanding of SOX controls , compliance standards , and financial documentation practices . Preferred Qualifications Excellent written and verbal communication skills for managing the Fund Administration inbox and responding to internal/external stakeholders. Strong problem-solving and analytical abilities to investigate and resolve escalations efficiently. High level of attention to detail and organizational skills to manage multiple priorities under tight deadlines. Ability to work independently and collaboratively within a team environment. Knowledge of mutual fund structures, settlement processes, and industry regulations. Experience working with custodians, fund managers, or transfer agents. Commitment to continuous learning and professional development (e.g., pursuing certifications or advanced degrees). When you join our team We’ll empower you to learn and grow the career you want. We’ll recognize and support you in a flexible environment where well‑being and inclusion are more than just words. As part of our global team, we’ll support you in shaping the future you want to see. 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 宏利是平等機會僱主 在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 。 Working Arrangement 混合式 #J-18808-Ljbffr