Specialist, GA Transfer Management Group

Manulife Financial; Philippines; Hybrid; PHP 420,000 - 720,000; Full time

Job summary

Manulife Financial is seeking a transactional operations professional to manage the full lifecycle of cash and asset transfers in a fast‑paced, global environment.

You will coordinate with custodians, clients, portfolio managers and internal teams to ensure timely settlements, accurate reconciliations, and efficient transfer processes. This role offers growth in analytics, stakeholder management and process improvement across regions.

Qualifications

• 2–3 years of experience in securities or investment operations.
• Bachelor's degree in business, finance, economics, or related field.
• Experience with PowerBI, PowerApps automation (VBA) or machine learning is an advantage.
• Strong analytical, research, and problem‑solving skills.
• Excellent English written and verbal communication.
• Ability to work effectively across teams and cultures.

Responsibilities

• Monitor the life cycle of transfers within the TOA.
• Ensure timely settlements and update downstream systems.
• Coordinate with custodians, clients, PMs and internal teams.
• Perform daily cash and asset transfer reconciliation with SCD.
• Understand stakeholders’ objectives to enhance transfer processes.
• Deliver notifications for transfers from non-North American custody accounts.
• Collaborate with PMs/clients on in‑kind or cash transfers.
• Perform manual validation on Trust portfolios.
• Provide recommendations on best practices and cost considerations.

Skills

Analytical thinking

Cross-functional collaboration

Strong communication

Education

Bachelor's degree in Business/Finance/Economics

Tools

PowerBI

PowerApps

SimCorp Dimension (SCD)

TOA system

Job description

This role supports Manulife’s global investment operations by managing the full lifecycle of cash and asset transfers. You’ll ensure timely settlements, accurate reconciliations, and smooth coordination with custodians, Portfolio Managers, clients, and internal teams. This position will help you strengthen your technical expertise, improve transfer processes, and build strong analytical and stakeholder‑management skills in a fast‑paced, global environment.

Position Responsibilities:

• Monitor the life cycle of the transfer within Transfers Origination Automation System (TOA)
• Ensure all transfers uploaded into TOA are settled in a timely manner and all downstream systems are updated as required.
• Coordinate between various parties both internal and external to Manulife (custodians, clients both third party and internal, portfolio managers, and internal business units as Market Risk Management, Treasury, Compliance, Securities Administration, Investment Controllers and Accounting)
• Perform daily cash and asset transfer reconciliation between TOA and internal accounting book of records, Simcorp Dimension (SCD).
• Understand key stakeholders’ objectives to enhance the general transfer process while considering various options and the potential impact on stakeholders
• Deliver notifications to appropriate back-office business area for transfers originated from a non-North American custody account
• Collaborate with Portfolio Managers (or clients) in order to obtain their preferences for completing transfers in‑kind (of securities) or transfers in cash. This involves understanding the procedural implications of each decision
• Perform manual validation on “Trust” portfolios and ensure applicable procedures are followed
• Provide recommendations regarding best practices for completing a particular transfer, including cost considerations

Required Qualifications

• 2-3 years of experience in a securities or investment operations environment.
• Bachelor’s degree in Business, Finance, Economics, or a related field.
• Experience with PowerBI, PowerApps Automation tools (VBA,robotics) or machine learning is an advantage.
• Strong analytical, research, and problem‑solving skills.
• Excellent English written and verbal communication skills.
• Ability to work effectively across teams and cultures.

Preferred Qualifications

• Experience with transfer operations, custodial coordination, or investment accounting.
• Exposure to cash and asset reconciliation processes.
• Strong understanding of investment products and operational workflows.
• Ability to recommend process enhancements and ensure operational accuracy.

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.

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