Investment Operations Senior Analyst
4 days ago
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.
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
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
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