Power Platform Senior Specialist

Posted One Month Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech • Insurance • Financial Services
The Role
Develops and maintains Microsoft Power Platform applications, workflows, dashboards, and reports supporting investment operations. Partners with stakeholders to gather requirements, improve processes, test and deploy solutions, maintain compliance documentation, and provide end-user training and support. The role requires investment operations experience, strong Power Platform proficiency, analytical skills, and familiarity with financial products, data visualization, workflow automation, business intelligence, databases, and SQL.
Summary Generated by Built In

The Investment Operations Senior Specialist, Optimization & Automation is responsible for developing, implementing, and enhancing automation tools to support continuous improvement initiatives across Global WAM Investment Operations functions using Microsoft PowerPlatform. This role requires Investment domain expertise and deep understanding of PowerApps, Power Automate, and Power BI to create efficient and scalable solutions tailored to meet the diverse needs of stakeholders across the Global WAM Investments Operations group. Additionally, the role involves fostering cross-departmental collaboration to optimize information flow, identifying opportunities for process improvements, and staying abreast of industry trends and best practices in automation.

Roles and Responsibilities:

  • To enhance investment operations workflows - design, develop, and maintain custom applications and automation workflows using Microsoft Power Apps and Power Automate and ensure seamless connectivity between Power Platform components and other Microsoft services such as SharePoint, Teams, Outlook.
  • Collaborate with stakeholders to gather business requirements and translate them into scalable automation solutions.
  • Identify opportunities for process improvements and automation and diligently work with Investment Operations and other internal/external teams on process and production updates and issues relevant to completion of tasks at hand.
  • Conduct thorough testing of applications and workflows to ensure quality and reliability.
  • Manage the deployment and maintenance of Power Platform solutions, ensuring they meet organizational standards and compliance requirements.
  • Create interactive dashboards and reports using Power BI to provide actionable insights and facilitate data-driven decision-making.
  • Provide training and support to end-users to maximize the adoption and effective use of Power Platform solutions.
  • Develop documentation and user guides to support solution implementation and usage.
  • Stay informed of the latest Power Platform features and updates, recommending enhancements and optimizations as necessary.
  • Aid in the functional and technical capability development of the team. 
  • Ensure procedures are updated and lead the annual procedure exercise.
  • Remain updated with relevant industry development and market-specific best practices.
  • Participate in learning and development program to advance skills and knowledge in the Power Platform ecosystem to ensure continuity of service and capability development.

Qualifications:

  • Bachelor’s degree in Business Administration, Finance, Computer Science, Data Analytics, Information Technology or any related course.
  • Operational experience or exposure to functions relating to Investments / Market Operations such as reconciliations, asset servicing, settlements, onboarding, static data.
  • 3-5 years of experience in investment operations related functions with data visualization, workflow automation, and business intelligence tools and/or other similar platforms.
  • Basic knowledge on different investment and/or financial products.
  • Intermediate to Advanced MS Office skills.
  • Strong analytical skills and proficiency in MS PowerPlatform and related tools.
  • Track record of continuous improvement projects leveraging Power Platform is an advantage.
  • Basic understanding of database management and SQL is an advantage.

Required Competencies:

  • Keen attention to details and with a strong analytical and problem-solving skills
  • Excellent verbal and written communication and interpersonal skills.
  • Flexible and agile – quick to pick-up on tight deadlines and changes in requirements.
  • Can lead projects or project steps within a broader project, contributes to process improvements.
  • Client focused and ability to work on prioritizing responsibilities.
  • Highly trainable and ability to work independently with minimal guidance and supervision.

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

Hybrid

Skills Required

  • Bachelor’s degree in Business Administration, Finance, Computer Science, Data Analytics, Information Technology, or a related field
  • Operational experience or exposure to investment or market operations, including reconciliations, asset servicing, settlements, onboarding, or static data
  • 3–5 years of experience in investment operations, including data visualization, workflow automation, business intelligence tools, or similar platforms
  • Basic knowledge of investment and financial products
  • Intermediate to advanced Microsoft Office skills
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Power Platform and related tools
  • Excellent verbal, written, communication, and interpersonal skills
  • Ability to lead projects or project steps and contribute to process improvements
  • Ability to work independently with minimal guidance and supervision
  • Track record of continuous improvement projects leveraging Power Platform
  • Basic understanding of database management and SQL

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.

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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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