Financial Operations Manager

MicroSourcing International; Quezon City; Hybrid; PHP 1,339,000 - 2,009,000; Full time

Benefits offered by this job

Healthcare coverage on day one

Performance bonuses

Paid time-off with cash conversion

Group life insurance

Job summary

MicroSourcing is seeking a Financial Operations Manager to lead the end-to-end investment operations lifecycle from onboarding to settlement within a hybrid work setup in Eastwood, Quezon City.

The role requires strong leadership, extensive fund administration experience, and a proven ability to drive process improvements through automation and AI while collaborating with advisers, custodians, and platform partners.

Qualifications

• Minimum 5+ years in financial services with at least 3+ years in fund administration, investment operations, back office, middle office, or custody operations.
• Direct team leadership experience with ownership of team performance and workflow management.
• Strong understanding of the end-to-end investment lifecycle including onboarding, trade execution, settlements, and payments.
• Proven ability to improve operational processes using technology, automation, and AI tools.
• Excellent stakeholder management and communication skills.

Responsibilities

• Own end-to-end investment operations lifecycle including onboarding, trading, settlement, and payments.
• Support day-to-day Investment Operations with accuracy and SLA adherence.
• Serve as senior contact for complex operational matters with advisers, custodians, issuers, platform partners, and others.
• Build relationships with platform providers and service providers to enable improvements.
• Identify opportunities to streamline processes using automation and AI.
• Guide and train the Investment Operations team and support onboarding and day-to-day workflow prioritisation.
• Assist with operational reporting, reconciliations, audits, and risk management activities.

Skills

Leadership experience

Stakeholder communication

Financial services background

Investment operations expertise

Job description

Job Description:

Discover your 100% YOU with MicroSourcing!

Position: Financial Operations Manager

Work setup: Hybrid | Day shift

Location: Eastwood, Quezon City

Why join MicroSourcing?

You’ll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time-off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work-Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Key Responsibilities

• Take ownership of the end-to-end investment operations lifecycle, including adviser and investor onboarding, trade execution, settlement, payments, and ongoing investment administration.
• Support the day-to-day operations of the Investment Operations function, ensuring all activities are completed accurately, efficiently, and within agreed service levels.
• Act as a senior point of contact for complex operational matters, working closely with advisers, custodians, issuers, platform partners, and other internal and external stakeholders.
• Build and maintain strong working relationships with key strategic partners, including platform providers, custodians, and service providers, to support efficient operations and continuous service improvements.
• Identify opportunities to improve operational processes by leveraging technology, automation, and AI tools to drive efficiencies and enhance the client and adviser experience.
• Provide guidance and support to the wider Investment Operations team, assisting with onboarding, training, and day-to-day workflow prioritisation.
• Support operational reporting, reconciliations, audits, and risk management activities while proactively identifying opportunities to strengthen controls.

Top 5 Non-Negotiable / Priority Requirements

• Leadership Experience
  • Demonstrated experience with direct team leadership, including ownership of team performance, workflow management, and managerial decision‑making responsibilities.
• Banking & Financial Services Background
  • Proven experience within the banking and financial services industry.
• Relevant Industry Experience
  • Minimum of 5+ years' experience in financial services, including at least 3+ years in fund administration, investment operations, back office, middle office, or custody operations.
• Investment Operations Expertise
  • Strong understanding of the end‑to‑end investment lifecycle, including adviser/investor onboarding, trade execution, settlements, payments, and ongoing investment administration.
• Process Improvement & Technology
  • Demonstrated experience improving operational processes, driving efficiencies, and leveraging technology, automation, and AI tools to streamline workflows.

Additional Preferred Competencies

• Comfortable working independently and taking ownership of outcomes.
• Strong communication and stakeholder management skills.
• Highly organised with excellent attention to detail.
• Proactive mindset with the confidence to solve problems and make decisions within agreed frameworks.

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About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it's our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

• Terms & conditions apply