Investment Operations Senior Specialist, Optimization & Automation

Manulife Insurance Malaysia; Philippines; Hybrid; PHP 1,200,000 - 1,800,000; Full time

Job summary

Manulife invites an Investment Operations Senior Specialist, Optimization & Automation to develop and enhance automation tools using Microsoft Power Platform, Power Apps, Power Automate, and Power BI. You will collaborate across Global WAM Investments Operations to deliver scalable solutions and drive data‑driven decisions.

Requirements include 3–5 years in investment operations, strong Power Platform expertise, and knowledge of SQL.

Qualifications

• Bachelor's degree in a related field.
• Operational exposure to Investments / Market Operations.
• 3-5 years in investment operations with data visualization, workflow automation and BI tools.
• Basic knowledge of investment products.
• Strong MS PowerPlatform skills and SQL understanding.

Responsibilities

• Enhance investment operations workflows with design, development, and maintenance of custom automation using Power Apps and Power Automate.
• Ensure connectivity between Power Platform components and SharePoint, Teams, and Outlook.
• Collaborate with stakeholders to translate requirements into scalable automation solutions.
• Identify process improvements and work with teams on updates and issues.
• Test applications and workflows for quality and reliability.
• Deploy and maintain Power Platform solutions meeting standards and compliance.
• Create interactive Power BI dashboards and reports for actionable insights.
• Provide end-user training and develop user guides for adoption.
• Stay updated on Power Platform features and best practices.
• Support team capability development and lead annual procedure exercises.
• Monitor industry trends and advise on optimizations.

Skills

Power Platform

Power Apps

Power Automate

Power BI

Data visualization

SQL

MS Office

Education

Bachelor's degree in Business Administration, Finance, Computer Science, Data Analytics, Information Technology or related

Tools

SharePoint

Teams

Outlook

SQL Databases

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.

Equal Opportunity Employer

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

We’re Manulife. And we’re on a mission to make decisions easier and lives better. Better is what drives us. It’s what inspires us to find new ways to support customers and colleagues in living longer and healthier lives. It’s the reason we’re dedicated to investing in digital innovation and accelerating a sustainable and economically inclusive future. Joining us means you’ll be empowered to learn and grow your career. We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. And as part of our global team, you’ll help shape the future you want to see – and discover that better can take you anywhere you want to go. We’re proud of our accomplishments and recognitions. Recent awards include: 2024 Gallup Exceptional Workplace Award Winner Manulife Named one of Forbes World’s Best Employers 2023 Best Companies to Work for in Asia 2023 We’ve been recognized as one of Canada’s Top 100 Employers (2024) Manulife included in Bloomberg’s 2023 Gender-Equality Index.

Our Ambition

Our ambition is to be the most digital, customer‑centric global company in our industry. Learn more at https://www.manulife.com/.