Manulife Wealth Middle Office Analyst

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

Job summary

Manulife Financial in the Philippines is seeking a Trade Support professional to deepen expertise across trade matching, settlements, and cash management while collaborating with front office teams, brokers, custodians, and investment specialists.

You will handle day-to-day operations, resolve queries, and contribute to process improvements in a hybrid, night-shift environment, with opportunities to grow within a global financial services organization.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related field.
• Minimum 3 years of experience in Trade Support, Middle Office, Investment Operations, or Fund Accounting.
• Strong understanding of investment operations, trade lifecycle, settlements, and cash management.
• Excellent analytical, problem-solving, and communication skills.
• Amenable to a hybrid work arrangement and fixed night shift schedule.

Responsibilities

• Provide day-to-day operational support across trade matching, settlements, post-settlement activities, and cash management processes.
• Investigate and resolve trade and cash-related queries raised by Portfolio Managers, Traders, Brokers, Custodians, and internal stakeholders.
• Monitor and proactively manage operational, settlement, and reputational risks while ensuring adherence to established controls and procedures.
• Support process improvements, automation initiatives, and root cause analysis to drive operational efficiency and service excellence.
• Develop and maintain strong working relationships with onshore and offshore partners, while supporting cross-skilling and knowledge-sharing initiatives.

Skills

Analytical skills

Problem-solving

Communication skills

Education

Bachelor's degree in Business Administration, Finance, Accounting, Economics, or related business discipline

Job description

This opportunity will allow you to deepen your expertise in trade support, settlements, cash management, and the investment trade lifecycle while working closely with front office teams, brokers, custodians, and investment professionals. As part of a collaborative and high-performing team, you'll gain exposure to complex investment products, continuous learning opportunities, and a global network of industry experts committed to helping you grow your career.

Position Responsibilities:

• Provide day-to-day operational support across trade matching, settlements, post-settlement activities, and cash management processes.
• Investigate and resolve trade and cash-related queries raised by Portfolio Managers, Traders, Brokers, Custodians, and internal stakeholders.
• Monitor and proactively manage operational, settlement, and reputational risks while ensuring adherence to established controls and procedures.
• Support process improvements, automation initiatives, and root cause analysis to drive operational efficiency and service excellence.
• Develop and maintain strong working relationships with onshore and offshore partners, while supporting cross-skilling and knowledge-sharing initiatives.

Required Qualifications:

• Bachelor's degree in Business Administration, Finance, Accounting, Economics, or a related business discipline.
• Minimum of 3 years of experience in Trade Support, Middle Office, Investment Operations, Fund Accounting, or related financial services functions.
• Strong understanding of investment operations, securities instruments, trade lifecycle processes, settlements, and cash management.
• Excellent analytical, problem-solving, and communication skills.
• Amenable to a hybrid work arrangement and fixed night shift schedule based on business requirements.

Preferred Qualifications:

• Experience working within global financial institutions, asset management firms, shared services, or investment operations environments.
• Knowledge of Bloomberg and other market data or pricing platforms.
• Experience with CTM, ALERT, APEX, SCD, Custodian Portals, or similar investment operations platforms.
• Working knowledge of reconciliation, settlements, pricing, data management, transactions, and transfer processes.
• Proven ability to manage competing priorities, navigate ambiguity, and collaborate effectively with diverse stakeholders across multiple regions.

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