Ability to grasp new concepts and information quickly
Strong communication skills - both written and verbal
Strong customer service orientation
Should possess a desire to learn new skills, adapt and take on new challenges
When you join our team:
Investment Operations Specialist at Manulife
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
Working Arrangement
Hybrid
Benefits
Flexible scheduleEquity / stock options
Additional Information
The Investment Operations Specialist is a subject matter expert responsible for handling the most complex transactions, providing functional leadership, and driving operational excellence. This role plays a key part in client engagement, exception management, mentoring, and process optimization.
Position Responsibilities:
- Diligently work with the clients to obtain timely responses and/or elections from fund managers.
- Timely submission of responses and/or elections and ensure such instructions are received and accepted for processing by the custodian banks.
- Verify entitlements with respective custodian banks for daily corporate action events.
- Ensure accurate and timely processing of trades, corporate action events and cash and stock transactions into the system.
- Review reconciliation discrepancies and process necessary adjustments into the accounting system.
- Manage trade exceptions trapped in the system exception queue.
- Acts as a liaison between onshore and proxy vendor.
- Provide periodic reports to business units and/or clients.
- Work within existing procedures and processes ensuring clear and concise documentation is created and maintained.
- Provide support to the team as required, to participate in a regular program of industry specific training and interdepartmental cross training to ensure continuity of service.
- Recognize lapses on different workflows and recommend/initiate process improvements/control measures
- Mentor junior associates by conducting training and preparing/updating conceptual reference materials
- Actively participate in regular service calls with various internal clients.
- Remain updated with relevant securities industry development and market-specific best practices
Required Qualifications:
- Bachelor's degree in Finance or Accounting or any business-related course
- With at least 2 years of investment experience
- Ability to work well independently as well as with others as part of a team