Investment Operations Senior Specialist, Optimization & Automation

Manulife; Manila; Hybrid; PHP 900,000 - 1,500,000; Full time

Job summary

Manulife is seeking an Investment Operations Senior Specialist, Optimization & Automation to design and implement automation using Microsoft Power Platform across Global WAM Investment Operations. You will create scalable Power Apps, Power Automate flows, and Power BI dashboards while collaborating with multiple stakeholders to improve processes and data flow.

The role requires domain expertise in investments, strong analytical skills, and a track record of continuous improvement using

Qualifications

• Bachelor's degree in Business Administration, Finance, CS or related field.
• Operational exposure to Investments/Market Operations functions.
• 3-5 years in investment operations with data visualization and automation tools.
• Basic knowledge of investment/financial products.
• Intermediate to advanced MS Office skills.
• Strong analytical skills and Power Platform proficiency.
• Continuous improvement projects using Power Platform are a plus.

Responsibilities

• Design, develop, and maintain Power Apps and Power Automate workflows.
• Ensure connectivity between Power Platform and SharePoint, Teams, and Outlook.
• Collaborate with stakeholders to gather requirements for scalable automation solutions.
• Identify process improvements and coordinate updates across teams.
• Test applications and workflows for quality and reliability.
• Deploy and maintain Power Platform solutions in line with standards and compliance.
• Create Power BI dashboards and reports for data-driven decisions.
• Provide end-user training and develop user guides.

Skills

Power Apps

Power Automate

Power BI

InvestOps

SQL

MS Office

Education

Bachelor's degree in related field

Tools

SharePoint

Teams

Outlook

Job description

The Investment Operations Senior Specialist, Optimization & Automation is responsible for developing, implementing, and enhancing automation tools to support continuous improvement initiatives across Global WAM Investment Operations functions using Microsoft PowerPlatform. This role requires Investment domain expertise and deep understanding of PowerApps, Power Automate, and Power BI to create efficient and scalable solutions tailored to meet the diverse needs of stakeholders across the Global WAM Investments Operations group. Additionally, the role involves fostering cross-departmental collaboration to optimize information flow, identifying opportunities for process improvements, and staying abreast of industry trends and best practices in automation.

Roles and Responsibilities:

• To enhance investment operations workflows - design, develop, and maintain custom applications and automation workflows using Microsoft Power Apps and Power Automate and ensure seamless connectivity between Power Platform components and other Microsoft services such as SharePoint, Teams, Outlook.
• Collaborate with stakeholders to gather business requirements and translate them into scalable automation solutions.
• Identify opportunities for process improvements and automation and diligently work with Investment Operations and other internal/external teams on process and production updates and issues relevant to completion of tasks at hand.
• Conduct thorough testing of applications and workflows to ensure quality and reliability.
• Manage the deployment and maintenance of Power Platform solutions, ensuring they meet organizational standards and compliance requirements.
• Create interactive dashboards and reports using Power BI to provide actionable insights and facilitate data-driven decision-making.
• Provide training and support to end-users to maximize the adoption and effective use of Power Platform solutions.
• Develop documentation and user guides to support solution implementation and usage.
• Stay informed of the latest Power Platform features and updates, recommending enhancements and optimizations as necessary.
• Aid in the functional and technical capability development of the team.
• Ensure procedures are updated and lead the annual procedure exercise.
• Remain updated with relevant industry development and market-specific best practices.
• Participate in learning and development program to advance skills and knowledge in the Power Platform ecosystem to ensure continuity of service and capability development.

Qualifications:

• Bachelor’s degree in Business Administration, Finance, Computer Science, Data Analytics, Information Technology or any related course.
• Operational experience or exposure to functions relating to Investments / Market Operations such as reconciliations, asset servicing, settlements, onboarding, static data.
• 3-5 years of experience in investment operations related functions with data visualization, workflow automation, and business intelligence tools and/or other similar platforms.
• Basic knowledge on different investment and/or financial products.
• Intermediate to Advanced MS Office skills.
• Strong analytical skills and proficiency in MS PowerPlatform and related tools.
• Track record of continuous improvement projects leveraging Power Platform is an advantage.
• Basic understanding of database management and SQL is an advantage.

Required Competencies

• Keen attention to details and with a strong analytical and problem-solving skills
• Excellent verbal and written communication and interpersonal skills.
• Flexible and agile – quick to pick-up on tight deadlines and changes in requirements.
• Can lead projects or project steps within a broader project, contributes to process improvements.
• Client focused and ability to work on prioritizing responsibilities.
• Highly trainable and ability to work independently with minimal guidance and supervision.

When you join our team:

• We’ll empower you to learn and grow the career you want.
• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
• As part of our global team, we’ll support you in shaping the future you want to see.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [e-mail].

Working Arrangement

Hybrid