Investment Operations Senior Specialist, Optimization & Automation

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

Benefits offered by this job

Hybrid work arrangement

Job summary

Manulife Financial in the Philippines seeks an Investment Operations Senior Specialist, Optimization & Automation to design, build, and maintain automation solutions using Power Platform, connecting Power Apps, Power Automate, and Power BI with SharePoint, Teams, and Outlook. You will translate business requirements into scalable workflows across Global WAM Investment Operations.

The role requires domain expertise in investments, strong analytical skills, and the ability to lead projects,

Qualifications

• Bachelor’s degree required in a relevant field.
• Operational experience in investments or market operations preferred.
• 3–5 years in investment operations with data visualization, automation, BI tools.
• Strong knowledge of Power Platform, SQL is an advantage.

Responsibilities

• Design, develop, and maintain automation workflows with Power Apps/Power Automate.
• Create interactive Power BI dashboards for actionable insights.
• Collaborate with stakeholders to translate requirements into scalable automation.
• Test, deploy, and maintain Power Platform solutions per standards.
• Provide user training and documentation for solutions.
• Support cross-department information flow and process improvements.

Skills

Power Platform

Power Apps

Power Automate

Power BI

SQL

MS Office

Analytical skills

Stakeholder collaboration

Education

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

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.

關於宏利和恒康

宏利金融公司是一家業界領先的國際金融服務商，致力於幫助人們實現「輕鬆投資理財，樂享豐盛人生」。若要進一步了解我們，請瀏覽 https://www.manulifeim.com/institutional/tw/en.

宏利是平等機會僱主

在宏利／恒康，我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工，並從而營造包容的工作環境，接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度，我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別（包括懷孕及其相關情況）、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。

我們的首要任務是消除障礙，為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利／恒康政策儲存及使用。應徵過程中如需協助，請聯絡 [e-mail]。

Working Arrangement

混合式