Global Middle Office –Investment Operations Specialist

Posted 3 Days Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Insurance • Financial Services
The Role
Provides middle-office investment operations support, including FX transactions, fund transfers, cash projections, reconciliations, settlements, break resolution, overdraft investigation, risk management, and root-cause analysis. Partners with portfolio managers, custodians, vendors, and internal teams to resolve issues and maintain accurate investment records. The role also supports process improvements, automation projects, metrics, reporting, training, and guidance for junior employees.
Summary Generated by Built In

Manulife is a leading international financial services provider, helping people make decisions easier and lives better. Help shape the future you want to see — and discover that better can take you anywhere you want to go.

Position Responsibilities:

  • Perform day to day operational support (FX transaction, Fund Transfers, Cash Projections, Cash Reconciliations, etc.), prioritizing as necessary.
  • Ability to cover tasks that might arise from coverage issues.
  • Communicate effectively with the Front Office (Portfolio Managers), Business Partners, custodians and other third-party vendors in both written and verbal form to ensure timely and smooth settlements and issues resolution.
  • Investigate and resolve overdraft or breaks highlighted in the systems or raised by Front Office (Portfolio Managers/Traders), Custodians, or other Internal Investment teams.
  • Highlights positions and cash reconciliations related, investigate and resolve reconciliations breaks.
  • Actively manage risks including but not limited to Operational, Reputational and Settlement.
  • Ensure strong understanding of tasks assigned including investment concepts, best practices, and system requirements.
  • Participate in Cross skilling assignments, guides and teacher new joiners and less senior team members.
  • Timely escalation of issues to Subject Matter Expert or Technical/Team Leader. Proactively mitigate process gaps or potential issues.
  • Ability to think critically and act timely on issue resolutions and escalations.
  • Manage and maintain good working relationships with Front Office, Onshore and Offshore counterparts.
  • Skilled in root-cause analysis to identify production problems and errors (creating and validating Sequence of Events) and develop timely solutions and controls to apply.
  • Strong communication skills and use of tact to resolve conflicts.
  • Able to initiate and manage projects and process automations to promote service excellence.
  • Provide training and guidance to junior members and new joiners.

Required Qualifications:

  • Bachelor’s degree in Business Administration, Accounting, Finance, Economics or any related business course.
  • Minimum 5 years related work experience within Trade Support, Middle Office, Investment Operations, Cash Management and/ or Fund Accounting. Investment certification is an advantage.
  • Strong knowledge in securities instruments such as Equities, Corporate and Government Bonds, US Treasury bonds, Foreign Exchange (FX) trades, Time Deposits, etc.
  • Good analytical and diagnostic skills with knowledge and strong ability of understanding process design.
  • Excellent communication skills. (verbal, written and reading comprehension)
  • Demonstrates strong flexibility in the face of ambiguous situations, shifting demands, and challenging work environments. Uses diplomacy and tact to resolve difficult situations.
  •  Ability to work in a time sensitive environment, highly trainable and keen attention to details with a strong analytical ability.
  • Ability to work independently with minimal guidance and supervision.
  • Capability to resolve complex problems and takes perspectives on existing solutions.
  • Capable of building metrics, reports, and presentations as needed by stakeholders or the management
  • Understands the concepts surrounding Trade Support functions, Trade Life Cycle, and Cash Management.
  • Possesses a fundamental understanding of investment transactions, trade lifecycle, and various asset classes.
  • Good working knowledge in using Bloomberg and other trading applications and systems.
  • Knowledge in Aladdin, Bloomberg, SimCorp Dimension, and to different custodian portals is highly preferred.
  • Advanced knowledge regarding Data Management, Pricing, Settlements, Reconciliation, Transactions, and Transfers processes.

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 [email protected].

Working Arrangement

Skills Required

  • Bachelor’s degree in Business Administration, Accounting, Finance, Economics, or a related business field
  • At least 5 years of related experience in trade support, middle office, investment operations, cash management, or fund accounting
  • Strong knowledge of securities including equities, corporate and government bonds, U.S. Treasury bonds, FX trades, and time deposits
  • Strong analytical, diagnostic, problem-solving, and process-design skills
  • Excellent verbal, written, and reading comprehension communication skills
  • Ability to work in time-sensitive environments with strong attention to detail
  • Ability to work independently with minimal supervision
  • Understanding of trade support functions, trade lifecycle, cash management, investment transactions, and asset classes
  • Ability to build metrics, reports, and presentations for stakeholders or management
  • Working knowledge of Bloomberg and other trading applications and systems
  • Knowledge of Aladdin, Bloomberg, SimCorp Dimension, and custodian portals
  • Investment certification
  • Advanced knowledge of data management, pricing, settlements, reconciliation, transactions, and transfers processes

Manulife Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Manulife and has not been reviewed or approved by Manulife.

  • Healthcare Strength Healthcare coverage is portrayed as comprehensive, spanning medical, dental, prescription drugs, vision, critical illness, and short- and long-term disability. Mental-health support is emphasized via EAP-style services and high annual coverage limits in some regions, alongside wellness programs and navigation tools.
  • Retirement Support Retirement offerings are positioned as a meaningful part of total rewards, including group RRSP/defined contribution pension options and employer matching in some cases. Ownership-related programs such as share purchase/stock options are also described as available for eligible employees.
  • Flexible Benefits Benefits are described as robust and flexible, with customizable packages and spending-account style options in some plans. Digital tools (mobile app/claims) and reward-linked wellness programs are framed as making benefits easier to use and more engaging.

Manulife Insights

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The Company
HQ: Toronto, Ontario
32,427 Employees
Year Founded: 1887

What We Do

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration. Visit www.Manulife.com to find out more. For Manulife terms of use, please visit http://bit.ly/SM_Terms

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