Investment Operations Specialist
2 weeks ago
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Manulife Investment Operations Specialist in Quezon City, PhilippinesAre 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, performing various financial reports and operational audits, and escalating any issues or potential risks to Management. Will act as an OIC, Subject Matter Expert, and process training resource. Perform projects and ad-hoc 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 modeling and implementation
Production Management
- Assist the production leader in prioritizing work queues and managing workload
Lead process audit walk-throughs 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, initiating 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. 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.
Core Competencies:
- Excellent communication skills (verbal and written) in English
- Strong Attention to Detail
- Excellent analytical, research, and problem-solving skills
- Solid interpersonal skills to interact with and 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 willingness to collaborate with other team members
Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM
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