Senior Investment Operations Leader (Hybrid)

Manulife; Lapu-Lapu; Hybrid; PHP 900,000 - 1,300,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Manulife is seeking an Investment Operations Specialist in the Philippines to handle complex transactions and drive operational excellence. You will mentor analysts, partner with clients and vendors, and lead process improvements across securities processing and corporate actions.

The role emphasizes cross-functional collaboration, timely reporting, and maintaining up-to-date knowledge of market regulations. A hybrid working arrangement and opportunities for professional growth are offered.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related discipline.
• At least 5 years of progressive experience in investment operations or asset servicing.
• Deep understanding of securities processing, corporate actions, reconciliations, and operational risk.
• Demonstrated ability to lead through influence without formal people management responsibility.
• Excellent communication, presentation, and stakeholder management skills.
• Strong problem-solving skills with a proactive, improvement-driven mindset.

Responsibilities

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

Skills

Investment operations

Stakeholder management

Process improvement

Mentoring

Regulatory knowledge

Securities processing

Education

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

Job description

Manulife is seeking an Investment Operations Specialist in the Philippines to handle complex transactions and drive operational excellence. You will mentor analysts, partner with clients and vendors, and lead process improvements across securities processing and corporate actions.

The role emphasizes cross-functional collaboration, timely reporting, and maintaining up-to-date knowledge of market regulations. A hybrid working arrangement and opportunities for professional growth are offered.