This role supports Manulifes global investment operations by managing the full lifecycle of cash and asset transfers. Youll ensure timely settlements accurate reconciliations and smooth coordination with custodians Portfolio Managers clients and internal teams. This position will help you strengthen your technical expertise improve transfer processes and build strong analytical and stakeholdermanagement skills in a fastpaced global environment.
Position Responsibilities
- Monitor and manage the full lifecycle of transfers within the Transfers Origination Automation System (TOA).
- Ensure timely settlement of transfers and accuracy of updates across downstream systems including SimCorp Dimension (SCD).
- Coordinate transferrelated activities with custodians Portfolio Managers clients and various internal business units (Treasury Compliance Market Risk Accounting etc.).
- Perform daily cash and asset reconciliation between TOA and internal books of record.
- Understand stakeholder requirements and recommend improvements to the transfer process.
- Deliver required notifications for nonNorth American custody account transfers.
- Collaborate with Portfolio Managers/clients to determine transfer preferences (inkind or cash) and understand related procedural impacts.
- Conduct manual validation of Trust portfolios and ensure compliance with procedures.
- Provide bestpractice recommendations and costrelated considerations for transfer processing.
Required Qualifications
- 2-3 years of experience in a securities or investment operations environment.
- Bachelors degree in Business Finance Economics or a related field.
- Proficiency in MS Excel; experience with Macros/VBA is an advantage.
- Strong analytical research and problemsolving skills.
- Excellent English written and verbal communication skills.
- Ability to work effectively across teams and cultures.
Preferred Qualifications
- Experience with transfer operations custodial coordination or investment accounting.
- Exposure to cash and asset reconciliation processes.
- Strong understanding of investment products and operational workflows.
- Ability to recommend process enhancements and ensure operational accuracy.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Hybrid
Required Experience:
Senior IC
This role supports Manulifes global investment operations by managing the full lifecycle of cash and asset transfers. Youll ensure timely settlements accurate reconciliations and smooth coordination with custodians Portfolio Managers clients and internal teams. This position will help you strengthen...
This role supports Manulifes global investment operations by managing the full lifecycle of cash and asset transfers. Youll ensure timely settlements accurate reconciliations and smooth coordination with custodians Portfolio Managers clients and internal teams. This position will help you strengthen your technical expertise improve transfer processes and build strong analytical and stakeholdermanagement skills in a fastpaced global environment.
Position Responsibilities
- Monitor and manage the full lifecycle of transfers within the Transfers Origination Automation System (TOA).
- Ensure timely settlement of transfers and accuracy of updates across downstream systems including SimCorp Dimension (SCD).
- Coordinate transferrelated activities with custodians Portfolio Managers clients and various internal business units (Treasury Compliance Market Risk Accounting etc.).
- Perform daily cash and asset reconciliation between TOA and internal books of record.
- Understand stakeholder requirements and recommend improvements to the transfer process.
- Deliver required notifications for nonNorth American custody account transfers.
- Collaborate with Portfolio Managers/clients to determine transfer preferences (inkind or cash) and understand related procedural impacts.
- Conduct manual validation of Trust portfolios and ensure compliance with procedures.
- Provide bestpractice recommendations and costrelated considerations for transfer processing.
Required Qualifications
- 2-3 years of experience in a securities or investment operations environment.
- Bachelors degree in Business Finance Economics or a related field.
- Proficiency in MS Excel; experience with Macros/VBA is an advantage.
- Strong analytical research and problemsolving skills.
- Excellent English written and verbal communication skills.
- Ability to work effectively across teams and cultures.
Preferred Qualifications
- Experience with transfer operations custodial coordination or investment accounting.
- Exposure to cash and asset reconciliation processes.
- Strong understanding of investment products and operational workflows.
- Ability to recommend process enhancements and ensure operational accuracy.
When you join our team:
Well empower you to learn and grow the career you want.
Well recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team well 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 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 .
Hybrid
Required Experience:
Senior IC
View more
View less