Investment Operations Lead — Drive Efficiency & Growth

MicroSourcing; Philippines; Hybrid; PHP 1,500,000 - 2,100,000; Full time

Benefits offered by this job

Competitive rewards

Healthcare coverage

Paid time-off

Group life insurance

Performance bonuses

Collaboration culture

Work-life balance

Career growth

Inclusive culture

Job summary

MicroSourcing in Eastwood, Quezon City, seeks an Investment Operations Lead to oversee the end-to-end investment operations lifecycle, including onboarding, trade execution, settlements, and payments.

This hybrid, day-shift role emphasizes collaboration with advisers, custodians, and platform partners, plus driving process improvements through technology and AI to enhance client experiences.

Qualifications

• Leadership experience with direct team management and performance oversight.
• Experience in banking and financial services industry.
• 5+ years in financial services, incl. 3+ years in fund administration or investment operations.
• Strong understanding of end-to-end investment lifecycle (onboarding, trading, settlement, payments).
• Experience driving process improvements using tech, automation, AI tools.

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.

Skills

Leadership

Banking & Financial Services

Industry Experience

Investment Operations

Process Improvement

Job description

Discover your 100% YOU with MicroSourcing!

Position: Investment Operations Lead

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