Senior Analyst, Investment Operations

Manulife/John Hancock; Manila; Hybrid; PHP 1,000,000 - 1,600,000; Full time

Job summary

Manulife/John Hancock is seeking a Senior Analyst to support the Global Middle Office across trade matching, settlements, post-settlement activities, and cash management. You will resolve complex inquiries, monitor risks, and contribute to process improvements.

The role requires strong understanding of investment operations and effective stakeholder collaboration across global teams. Hybrid work arrangement and emphasis on operational excellence are highlighted in the posting.

Qualifications

• Must have strong analytical and diagnostic skills and experience in investment operations or fund accounting.
• Proven communication skills, both verbal and written, across multiple stakeholder groups.
• Experience with controls, risk management, and process improvement within a financial services environment.

Responsibilities

• Perform daily operational support across Trade Matching, Settlements, Post-Settlement activities, and Cash Management.
• Investigate, analyze, and resolve trade and cash-related inquiries from Portfolio Managers, Traders, Brokers, Custodians, and internal teams.
• Monitor and manage settlement, operational, and reputational risks to minimize impact.
• Provide coverage across multiple functions and assist with workload balancing during constraints.
• Ensure accurate processing in line with procedures, controls, and SLAs.
• Escalate critical issues and control breaches to SMEs, Team Leaders, or Management promptly.
• Support root cause analysis of production issues and implement corrective actions.
• Participate in cross-skilling and knowledge-sharing to boost team resiliency.
• Assist in creating and updating operating procedures and process documentation.
• Build relationships with Front Office, Onshore/Offshore teams, Brokers, and Custodians.
• Identify opportunities for process improvements, automation, and efficiency gains.
• Support operational projects, testing, and implementation initiatives.

Skills

Analytical thinking

Communication skills

Problem solving

Attention to detail

Ownership & accountability

Adaptability

Time management

Collaborative teamwork

Tools

Bloomberg

Simcorp

Custodian portals

Market data & pricing platforms

Power Platform

VBA

Job description

The Global Middle Office team supports the end-to-end investment trade lifecycle, including trade matching, settlements, post-settlement activities, and cash management. The team works closely with Portfolio Managers, Traders, Brokers, Custodians, and various internal and external stakeholders to ensure investment transactions are processed accurately, efficiently, and within established risk and control frameworks. The Senior Analyst is responsible for performing complex operational activities, resolving trade and cash-related issues, mitigating operational risks, and ensuring high-quality service delivery. The role requires a strong understanding of investment operations, trade lifecycle processes, and operational controls while contributing to process improvement initiatives and supporting continuous operational excellence. The incumbent serves as a key contributor to daily operations and supports business continuity through cross-training, issue resolution, and stakeholder engagement.

Position Responsibilities

• Perform daily operational support across Trade Matching, Settlements, Post-Settlement activities, and Cash Management functions.
• Investigate, analyze, and resolve trade and cash-related inquiries from Portfolio Managers, Traders, Brokers, Custodians, and internal investment teams.
• Monitor and actively manage settlement, operational, and reputational risks to minimize financial and operational impact.
• Provide coverage support across multiple functions and assist with workload balancing during resource constraints.
• Ensure accurate and timely processing in compliance with established procedures, controls, and service level expectations.
• Escalate critical issues, operational risks, and control breaches to SMEs, Team Leaders, or Management on a timely basis.
• Support root cause analysis of production issues, service operating events (SOEs), and process exceptions, and assist in implementing corrective actions.
• Participate in cross-skilling and knowledge-sharing initiatives to enhance team flexibility and resiliency.
• Assist in creating, maintaining, and updating operating procedures and process documentation.
• Build and maintain productive working relationships with Front Office, Onshore and Offshore counterparts, Brokers, and Custodians.
• Identify opportunities for process improvements, automation, and efficiency enhancements to improve service delivery.
• Support operational projects, testing activities, and implementation initiatives as assigned.

Required Qualifications

• Core Domain Experience Must Have Minimum 3 years of experience in Trade Support, Middle Office, Investment Operations, Fund Accounting, or related financial services functions. Strong understanding of trade lifecycle processes, settlements, cash management, and investment operations. Experience working in a control-focused operational environment. Knowledge of securities instruments and investment products.
• Systems & Platform Expertise Must Have High proficiency in Microsoft Office (word, excel, power point). Power Platform tools and VBA knowledge is preferred. Business systems (Bloomberg, Simcorp, Custodian portals, Market data and pricing platforms) experience required. Knowledge in BBG, SCD, Custodian Portals is highly preferred.
• Technical & Functional Skills Must Have Strong analytical and diagnostic skills. Understanding of process design, controls, and operational workflows. Nice-to-Have Experience supporting multiple asset classes. Experience within global asset management, investment management, or shared service organizations. Investment-related certifications.
• Regulatory, Risk & Control Knowledge Must Have Understanding of operational risk and settlement risk management. Experience working within established operational controls and procedures. Knowledge of investment operations governance and control requirements.
• Stakeholder Management & Communication Must Have Strong verbal and written communication skills. Ability to communicate effectively across multiple stakeholder groups. Ability to use tact and diplomacy in managing challenging situations and service-related issues.
• Behavioral Competencies Must Have Strong problem-solving and critical-thinking skills. High attention to detail and accuracy. Strong ownership and accountability. Adaptability and flexibility in changing environments. Effective prioritization and time management skills. Collaborative team-player mindset.

Preferred Qualifications

• Experience with CTM, Aladdin, Power BI, Power Automate, VBA, Data visualization and reporting tools
• Experience handling trade and cash-related investigations and exceptions.
• Ability to prioritize multiple competing activities in a fast-paced environment.
• Audit and compliance exposure.
• Experience supporting regulatory reviews.
• Experience coordinating across global teams and multiple regions.
• Continuous improvement mindset.
• Strong initiative and proactive approach to identifying opportunities.

Position Dimensions (Organizational Impact)

Supports critical investment operations functions across trade matching, settlements, post-settlement processing, and cash management activities.

Contributes directly to accurate and timely processing of investment transactions supporting global investment portfolios.

Partners with Portfolio Managers, Traders, Custodians, Brokers, and internal stakeholders across multiple regions.

Plays a key role in reducing operational and settlement risk through effective monitoring, investigation, and escalation.

Supports operational excellence initiatives, process improvements, and service quality objectives.

Contributes to business continuity by maintaining cross-functional knowledge and operational flexibility.

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 Statement

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 industry-leading AI, 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 recognition.

Recent awards include

• 2026 Gallup Exceptional Workplace Award Winner
• Manulife Named one of Forbes World’s Best Employers 2025
• Financial Times World’s Best Employers Asia-Pacific 2026
• We’ve been recognized as one of Canada’s Top 100 Employers 2026
• #1 Life Insurer for AI Maturity by Evident 2026

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