Investment Operations Lead - Hybrid, End-to-End Ownership

MicroSourcing International; Manila; Hybrid; PHP 2,400,000 - 3,600,000; Full time

Benefits offered by this job

Competitive rewards

Collaborative culture

Work-life harmony

Career growth

Inclusive teamwork

Job summary

MicroSourcing is seeking an Investment Operations Lead to own the end-to-end lifecycle, including onboarding, trade execution, settlements, payments, and administration. The role collaborates with advisers, custodians, issuers, and platform partners to ensure accurate, timely operations and continuous service improvements.

The position supports day-to-day operations, partnering with stakeholders to maintain strong controls and improve efficiency in a hybrid, day-shift setup at Eastwood, Quezon

Qualifications

• Leadership experience with direct team management and performance ownership.
• Experience in banking and financial services industries.
• 5+ years in financial services with fund administration or investment operations exposure.
• Strong understanding of end-to-end investment lifecycle (onboarding, trading, settlements, payments).
• Proven ability to improve processes using technology, automation, and 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 day-to-day operations of Investment Operations, ensuring accuracy, efficiency, and SLAs.
• Act as senior point of contact for complex operational matters with advisers, custodians, issuers, partners and stakeholders.
• Build and maintain relationships with platform providers, custodians, and service providers to support efficient operations and continuous improvements.
• Identify opportunities to improve operational processes leveraging technology and AI for better client/adviser experience.
• Provide guidance and support to the Investment Operations team including onboarding, training, and prioritisation.
• Support operational reporting, reconciliations, audits, and risk management while strengthening controls.

Skills

Leadership

Banking & Financial Services

Relevant Industry Experience

Investment Operations

Process Improvement & Technology

Job description

MicroSourcing is seeking an Investment Operations Lead to own the end-to-end lifecycle, including onboarding, trade execution, settlements, payments, and administration. The role collaborates with advisers, custodians, issuers, and platform partners to ensure accurate, timely operations and continuous service improvements.

The position supports day-to-day operations, partnering with stakeholders to maintain strong controls and improve efficiency in a hybrid, day-shift setup at Eastwood, Quezon