Investment Operations Lead

MicroSourcing International; Manila; Hybrid; PHP 1,200,000 - 2,000,000; Full time

Benefits offered by this job

Healthcare coverage

Dependent coverage

Paid time-off

Group life insurance

Performance bonuses

Job summary

MicroSourcing is seeking an Investment Operations Lead to own end-to-end lifecycle from onboarding to settlement. You will lead a small team, coordinate with advisers, custodians, and partners, and drive improvements using automation and AI tools.

This hybrid day-shift role is based in Eastwood, Quezon City, offering a collaborative environment and opportunities to shape performance and process excellence. Join a company that values diversity and career growth while delivering high-quality

Qualifications

• Minimum 5+ years in financial services with at least 3+ years in fund administration or investment operations.
• Proven leadership with direct team management and performance ownership.
• Strong banking and financial services background.
• Deep understanding of end-to-end investment lifecycle.
• Experience driving process improvement using technology and automation.

Responsibilities

• Own end-to-end investment operations lifecycle including onboarding, trade execution, settlement, and payments.
• Support day-to-day operations ensuring accuracy and service levels.
• Serve as senior point of contact for complex operational matters with stakeholders.
• Build relationships with platform providers, custodians, and partners.
• Identify process improvements leveraging technology and AI.
• Provide guidance to the Investment Operations team and assist with onboarding and prioritisation.
• Support reporting, reconciliations, audits, and risk management.

Skills

Leadership

Banking industry

Investment operations

Process improvement

Stakeholder management

Job description

Discover your 100% YOU with MicroSourcing!

Position: Investment Operations Lead

Work setup: Hybrid | Day shift

Location: Eastwood, Quezon City

Why join MicroSourcing?

• 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.

Your Role

• 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.

What You Need

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.

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