Are you looking for unlimited opportunities to develop and succeed? With work that challenges and makes a difference, within a flexible and supportive environment, we can help our customers achieve their dreams and aspirations.
The candidate will provide subject matter expertise and best practice advice to the Investment Operations team to support daily portfolio management process in cash and trade management perspectives. Responsibilities include:
Oversight of trade management and support, settlement, corporate actions, pricing and valuations in pension, mutual funds and institutional funds.
Knowledge of cash management and fund accounting with understanding of downstream impact to portfolios valuations in both internal/external systems.
Support post trade processing and resolving escalated trade settlement issues in a timely manner.
Identify work flow, system improvements and work with the team on requirements needed for enhancement.
Manage the relationship with fund managers, custodian banks, brokers, auditors, and internal/external counterparties to monitor the quality of services and ensure market standard practices are in place.
Develop and maintain enhanced procedures and controls within investment operations to ensure consistent high quality services and support to the front office, clients and other business units.
Work with regional and country operations teams to promote best practices and standardization across the Asia region and globally where applicable. Collaborate with key stakeholders including regional and country investment operations teams, Portfolio Management, Project Management Office, Technology, Product, Portfolio Specialist and Risk and Compliance teams.
Assist in providing training for Investment Operations staff to build expertise and enhance Investment Operations capabilities.
Participate and/or lead Investment Operations projects, working closely with other offices and/or the Asia Project Management teams where applicable to ensure efficient and effective implementation.
Collaborate with peers, other business units and functions both within Asia and globally.
Undertake ad hoc assignments or special business projects as assigned.
Support the implementation of enhancements to systems and processes including drafting business requirements, designing test plans and conducting User Acceptance Test when required.
Knowledge / Skills / Competencies:
Bachelor’s degree in Accounting, Finance or Business with 10+ years’ experience across investment operations; with at least 5+ years’ direct experience working in a Middle Office Operations environment. Experience and knowledge of Middle Office/Investment Operations’ policies and procedures, including but not limited to trade management oversight, trade support, corporate actions, pricing and valuations and fund operations.
Experience with oversight of shared service operations and external providers such as fund administrators. Leadership experience building industry best practice within investment operations preferred.
Strong communication skills. Ability to understand, negotiate and influence business stakeholders. Encourage and drive changes within a highly dynamic, fluid environment. Comfortable in challenging traditional processes to strive for efficiencies.
Ability to cross leverage skills among the teams around him/her and work collectively to achieve the best possible outcome.
High proficiency in Microsoft Office (word, excel, power point). VBA knowledge is preferred. Business systems (Bloomberg, OMGEO CTM, Simcorp) experience required.
Strong problem solving skills with the ability to research issues where the resolution is not readily apparent. Public Holiday Support and morning shift of work is required.
Good team player with strong written and verbal communication skills and the ability to build relationships across multiple levels of the organization. Proactive / can-do approach and attitude. Thorough attention to detail and accuracy of delivery.
If you are ready to unleash your potential, it’s time to start your career with Manulife/John Hancock.
Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States and Manulife elsewhere. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions. At the end of 2018, we had more than 34,000 employees, over 82,000 agents, and thousands of distribution partners, serving almost 28 million customers. As of June 30, 2019, we had over $1.1 trillion (US$877 billion) in assets under management and administration, and in the previous 12 months we made $29.4 billion in payments to our customers. Our principal operations in Asia, Canada and the United States are where we have served customers for more than 100 years. With our global headquarters in Toronto, Canada, we trade as 'MFC' on the Toronto, New York, and the Philippine stock exchanges and under '945' in Hong Kong.
Manulife is an equal opportunity employer. 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 and advancement and we administer all of our practices and programs based on qualification and performance and without discrimination on any protected ground. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will consult with applicants contacted to participate at any stage of the recruitment process who request any accommodation. Information received regarding the accommodation needs of applicants will be addressed confidentially.