Global Transfer Operations Specialist

Manulife Financial; Philippines; Hybrid; PHP 420,000 - 720,000; Full time

Job summary

Manulife Financial is seeking a transactional operations professional to manage the full lifecycle of cash and asset transfers in a fast‑paced, global environment.

You will coordinate with custodians, clients, portfolio managers and internal teams to ensure timely settlements, accurate reconciliations, and efficient transfer processes. This role offers growth in analytics, stakeholder management and process improvement across regions.

Qualifications

• 2–3 years of experience in securities or investment operations.
• Bachelor's degree in business, finance, economics, or related field.
• Experience with PowerBI, PowerApps automation (VBA) or machine learning is an advantage.
• Strong analytical, research, and problem‑solving skills.
• Excellent English written and verbal communication.
• Ability to work effectively across teams and cultures.

Responsibilities

• Monitor the life cycle of transfers within the TOA.
• Ensure timely settlements and update downstream systems.
• Coordinate with custodians, clients, PMs and internal teams.
• Perform daily cash and asset transfer reconciliation with SCD.
• Understand stakeholders’ objectives to enhance transfer processes.
• Deliver notifications for transfers from non-North American custody accounts.
• Collaborate with PMs/clients on in‑kind or cash transfers.
• Perform manual validation on Trust portfolios.
• Provide recommendations on best practices and cost considerations.

Skills

Analytical thinking

Cross-functional collaboration

Strong communication

Education

Bachelor's degree in Business/Finance/Economics

Tools

PowerBI

PowerApps

SimCorp Dimension (SCD)

TOA system

Job description

Manulife Financial is seeking a transactional operations professional to manage the full lifecycle of cash and asset transfers in a fast‑paced, global environment.

You will coordinate with custodians, clients, portfolio managers and internal teams to ensure timely settlements, accurate reconciliations, and efficient transfer processes. This role offers growth in analytics, stakeholder management and process improvement across regions.