Investment Operations Specialist

4 days ago

Davao City, Davao, Philippines Manulife Full time

Are you looking for a supportive and collaborative workplace with great benefits and clear career development? You've come to the right place.

Why choose Manulife?

  • Competitive Salary packages and performance bonuses
  • Day 1 HMO + FREE coverage for your dependents (inclusive of same-sex partners)
  • Retirement savings benefit
  • Rewarding culture that values wellness and well-being
  • Global network of industry experts
  • Extensive training resources

Job Summary:
This role is responsible for service delivery of highly complex transactions across multiple domains, perform various financial reports and operational audits, and escalate any issues or potential risk to Management. Will act as a OIC, Subject Matter Expert and process training resource. Perform projects and adhoc tasks as assigned.

Key Responsibilities:
Reports Management

• Responsible for the consolidation, preparation and review of various daily/monthly/quarterly/annual financial reports and requirements
Project Management
- Process workflow modelling and implementation
Production Management
- Assist the production leader in prioritizing work queues and managing workload
Risk Management
- Lead process audit walk-thrus and completion of Risk & Control Self-Assessment (RCSA)
- Lead in closing audit findings and Corrective Action Plans on existing Archer/Privacy Incidents
Training
- Provide process training to associates and analysts. Assist in answering product related queries.
Process Improvement

• Identify opportunities within own domain and make recommendations to improve operational processes and practices

• Liaise with appropriate parties (Business Support) in recommending processes to be improved

• Serve as the primary contact person for process improvements, initiates process analysis and/or process redesign

Educational Background:
Bachelor's degree in Business Administration, Finance, Economics or any related course

Certifications:
LOMA, Canadian Securities Certification or CFSI is preferred

Work Experience:
At least 6-8 years relevant professional experience preferably in Investment/Wealth, Securities or similar industry

BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams

Technical/Functional Competencies:
2-3 years product, systems and processing knowledge on MMF, handling at most ALL work types, unless justified
Prior experience with AWD, Ifast and/or Pplus is a must
P/C Microsoft

Core Competencies:

• Excellent communications skills (verbal and written) in English

• Strong Attention to Detail

• Excellent analytical, research and problem solving skills

• Extensive knowledge in Investment Products

• Solid interpersonal skills to interact with, establish relationships with the Business Units.

• Makes decisions in the absence of rules and/or in complex situations

• Excellent organizational and time management skills with the ability to be flexible to changing environments

• Ability to work independently and willing to collaborate with other team members

Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit our story.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to 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. To request a reasonable accommodation in the application process, contact recruitment@manulife.com.

Working Arrangement:
Hybrid

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