Investment Operations Lead: Strategy, Analytics & Change

Manulife Financial; Philippines; Hybrid; PHP 900,000 - 1,800,000; Full time

Job summary

Manulife Financial is seeking an Investment Operations Senior Specialist to drive operational excellence across GWAM Investment Operations. You will identify improvement opportunities, support transformation initiatives, and deliver actionable insights to improve service quality, risk management, and productivity.

The role requires strong analytical skills, business acumen, project coordination, and stakeholder influence across functions.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, Accounting, or related field.
• Typically 4 to 7 years of relevant experience in Investment Operations, financial services, business management, project coordination, analytics, process improvement, or transformation.
• Demonstrated experience independently delivering analysis, reporting, process documentation, or project workstream outputs.
• Investment Operations, asset management, custody, securities processing, middle office, or shared services experience is preferred.

Responsibilities

• Produce accurate and timely scorecards, dashboards, business reviews, and management information using approved KPI definitions and data sources.
• Perform trend, variance, capacity, root cause, and risk analysis; summarize findings and propose practical actions for Business Manager review.
• Maintain metric documentation, data lineage, reporting calendars, and quality checks that support a reliable single source of truth.
• Prepare clear narratives and presentation materials for governance and leadership discussions.
• Coordinate meeting logistics, agenda inputs, briefing materials, minutes, action logs, decision records, and supporting evidence for governance forums.
• Track commitments, dependencies, risks, and remediation actions; follow up with owners and elevate overdue or material items to the Business Manager.
• Maintain governance repositories, templates, RACI documentation, and records in line with established standards.
• Support operating reviews and leadership meetings, providing fact-based updates on assigned topics.
• Lead or coordinate assigned workstreams from requirements gathering through planning, testing, implementation, adoption, and post-implementation review.
• Maintain project plans, milestones, RAID logs, benefit measures, status reporting, and implementation documentation.
• Coordinate SMEs and cross-functional contributors to deliver agreed outputs within approved scope, timeline, quality, and control requirements.
• Escalate proposed scope changes, priority conflicts, significant risks, and decisions requiring management authority.
• Analyze end-to-end processes, data flows, controls, handoffs, and operating procedures to identify improvement opportunities.
• Develop current-state and future-state maps, requirements, test scenarios, procedures, training materials, and readiness checklists.
• Facilitate root cause analysis and implement approved corrective or preventive actions with process owners.
• Monitor early-life performance and adoption, document lessons learned, and recommend further improvements.
• Build and maintain Power BI dashboards, Excel models, automated reports, low-code workflows, and other approved business solutions.
• Translate business requirements defined with the Business Manager and process owners into fit-for-purpose analytical or automation deliverables.
• Complete testing, documentation, user support, and controls to ensure solutions are accurate, maintainable, and sustainable.
• Use AI-enabled productivity tools responsibly and in accordance with company policies, data protection, and control requirements.
• Build effective working relationships with Managers, Team Leaders, SMEs, project teams, and functional partners across Operations, Technology, Finance, Risk, and Compliance.
• Facilitate working sessions, gather requirements, clarify issues, and communicate status for assigned deliverables and workstreams.
• Provide investment operations and business management knowledge to support issue resolution and continuous improvement.
• Mentor peers or junior contributors when assigned, while referring performance, priority, and resource decisions to the Business Manager.

Skills

Analytical thinking

Business acumen

Project coordination

Stakeholder influence

Education

Bachelor's degree in Finance, Economics, Business Administration, Accounting, Management, Engineering, Information Systems, or related field

Tools

Power BI

Excel

Power Automate

SharePoint

SQL

Alteryx

Job description

Manulife Financial is seeking an Investment Operations Senior Specialist to drive operational excellence across GWAM Investment Operations. You will identify improvement opportunities, support transformation initiatives, and deliver actionable insights to improve service quality, risk management, and productivity.

The role requires strong analytical skills, business acumen, project coordination, and stakeholder influence across functions.