Senior Investment Operations Lead: Complex Trades

Manulife; Quezon City; Hybrid; PHP 900,000 - 1,200,000; Full time

Job summary

Manulife is seeking an Investment Operations Specialist in the Philippines, based in Metro Manila. You will handle complex trades, corporate actions, and exceptions while mentoring analysts and driving operational excellence across processes and systems.

You will coordinate with clients, custodians, fund managers, and proxy vendors to ensure timely elections and entitlements, reviewing reconciliations and implementing improvements.

Qualifications

• 5+ years of progressive experience in investment operations or asset servicing.
• Deep understanding of securities processing, corporate actions, reconciliations, and operational risk.
• Ability to influence without formal people management responsibility.

Responsibilities

• Act as the primary point of contact for complex trade, corporate action, and exception-related issues.
• Coordinate with clients, custodians, fund managers, and proxy vendors for timely elections and entitlements.
• Oversee verification and processing of corporate actions and cash/securities transactions across systems.
• Review and resolve reconciliation discrepancies with appropriate accounting adjustments.
• Manage system exceptions and ensure timely resolution of trade breaks.
• Liaise between onshore partners, vendors, and internal stakeholders.
• Prepare and deliver operational reports to business units and key clients.
• Identify control gaps and risks; lead process improvement initiatives.
• Mentor and coach junior and senior analysts through formal and informal training.
• Develop reference materials, procedures, and workflow documentation.
• Represent the team in service calls and cross-functional forums.
• Maintain expert knowledge of markets, regulatory developments, and best practices.

Skills

Investment operations

Asset servicing

Stakeholder management

Mentoring

Process improvement

Education

Bachelor’s degree in Finance, Accounting, or related discipline

Job description

Manulife is seeking an Investment Operations Specialist in the Philippines, based in Metro Manila. You will handle complex trades, corporate actions, and exceptions while mentoring analysts and driving operational excellence across processes and systems.

You will coordinate with clients, custodians, fund managers, and proxy vendors to ensure timely elections and entitlements, reviewing reconciliations and implementing improvements.