Specialist, Optimization & AI
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Job Location:
Manila - Philippines
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
In this role you will play a key part in ensuring the accurate and timely processing of trades corporate actions and reconciliations supporting critical investment operations. Youll help maintain data integrity and contribute to reliable reporting that enables informed business decisions.
This role offers strong exposure to global financial markets collaboration with cross-functional teams and opportunities to build expertise in automation analytics and process improvementmaking it an excellent opportunity to grow your career in investment operations.
Position Responsibilities:
Diligently work with clients to obtain timely responses and/or elections from fund managers
Ensure accurate and timely submission of client instructions validating acceptance by custodian banks
Verify entitlements with custodian banks for daily corporate action events and ensure proper execution
Process trades corporate actions and cash/stock transactions accurately within established timelines
Review reconciliation discrepancies manage trade exceptions and implement corrective adjustments
Act as a liaison between onshore teams and proxy vendors
Provide periodic reports to business units and clients as required
Maintain clear and concise documentation aligned with existing processes and controls
Support team initiatives including cross-training and industry-specific learning programs
Identify workflow gaps and initiate process improvements and control enhancements
Mentor junior associates through training sessions and development of reference materials
Participate in service calls with internal stakeholders and clients
Stay updated on securities industry developments and market best practices
Required Qualifications:
35 years of experience in investment operations or related functions (e.g. reconciliations asset servicing settlements onboarding or static data)
35 years of experience using data visualization workflow automation business intelligence tools or similar platforms
Bachelors degree in Business Administration Finance Computer Science Data Analytics Information Technology or a related field
Strong analytical skills with intermediate to advanced proficiency in MS Office
Experience with MS Power Platform tools; exposure to process improvement initiatives is a plus
Basic knowledge of investment/financial products
Basic understanding of database management and SQL is an advantage
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 .
Working Arrangement
Required Experience:
IC
About Company
Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.
