Investment Operations Analyst

Description

This role will be responsible in handling complex cases administering an end-to-end process for one or more Investment product line.

This includes making necessary trade corrections or adjustments to the client's account; investigating and closing of escalated cases;

generating and completing control reports to monitor day-to-day transactions and reconciling discrepancies as necessary.

Key Responsibilities :

Transaction Processing :

• Accurately handle moderate to complex cases and trade reversal / adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to : Regular transaction processing surrounding various requests within New Business and InforceIdentify Not-In-Good-Order and make necessary actions Manage and respond to inquiries from various internal and external stakeholdersResearch and handling of Adhoc tasks
• Identify the need for exception and escalate to appropriate resource for approval
• Keep current with Investment policies, procedures and maintain processing knowledge
• Provide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service

Escalation Management :

Ownership of escalated cases and be able to work effectively with business partners and leaders to resolve issues

Project Management

Identify gaps or errors in the knowledge databases and provide corrections to documentation, procedures etc.

Production Management Support

Assist the production leader in prioritizing work queues and managing workload

Risk Management

• Assist in process audit walk-thrus and completion of Risk & Control Self-Assessment (RCSA)
• Assist in closing audit findings and Corrective Action Plans on exisitng Archer / Privacy Incidents

Training

Able to assist associates, analyst in terms of process clarification, queries and primary analysis on escalation

Process Improvement

• Identify opportunities within own domain and make recommendations to improve operational processes and practices
• Assist in the process review and documentation

Qualifications :

• Bachelor's degree in Business Administration, Finance, Economics or any related course
• At least 2- 4 year / s 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
• Hybrid Work Arrangement : Amenability and readiness to work onsite and from home anytime (dependent on business need AND / OR current external environment / situation) and must be willing to work on night shift schedule.

Minimum Skills to Hire / Must Haves :

• Proficient in MS Office Suite, Outlook and Teams Preferably with experience in Mainframe and / or Form based applications
• Core competencies
• Strong communication skills (verbal and written) in English
• Strong Attention to Detail
• Excellent analytical, research and problem-solving skills
• Extensive knowledge of Investment Products
• 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
• Strong organizational and time management skills with the ability to be flexible to changing environments
• Ability to work independently and willing to collaborate with other team members

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better.

With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States.

We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions.

At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers.

At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.

4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). 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