Investment Operations Analyst

Manulife


Date: 2 days ago
City: Lapu-Lapu City
Contract type: Full time
  • Transaction Processing:
  • Accurately handle moderate to complex cases and trade reversal/adjustment utilizing multiple administrative systems within the defined service standard, including but not limited to:
  • Regular transaction processing surrounding various requests within New Business and Inforce
  • Identify Not-In-Good-Order and make necessary actions
  • Manage and respond to inquiries from various internal and external stakeholders
  • Research and handling of Adhoc tasks
  • Identify the need for exception and escalate to appropriate resource for approval
  • Keep current with Investment policies, procedures and maintain processing knowledge
  • 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

Escalation Management

  • Ownership of escalated cases and be able to work effectively with business partners and leaders to resolve issues

Project Management

  • Identify gaps or errors in the knowledge databases and provide corrections to documentation, procedures etc.

Production Management Support

  • Assist the production leader in prioritizing work queues and managing workload

Risk Management

  • Assist in process audit walk-thrus and completion of Risk & Control Self-Assessment (RCSA)
  • Assist in closing audit findings and Corrective Action Plans on exisitng Archer/Privacy Incidents

Training

  • Able to assist associates, analyst in terms of process clarification, queries and primary analysis on escalation

Process Improvement

  • Identify opportunities within own domain and make recommendations to improve operational processes and practices
  • Assist in the process review and documentation

What motivates you?

  • You obsess about customers, listen, engage and act for their benefit.
  • You think big, with curiosity to discover ways to use your agile approach and enable business outcomes.
  • You thrive in teams and enjoy getting things done together.
  • You take ownership and build solutions, focusing on what matters.
  • You do what is right, work with integrity and speak up.
  • You share your humanity, helping us build a diverse and inclusive work environment for everyone.

What We Are Looking For

  • Bachelor's degree in Business Administration, Finance, Economics or any related course
  • At least 4-6 year/s relevant professional experience preferably in Investment/Wealth, Securities or similar industry BPO/Shared Service experience would be an asset due to our collaboration with multi-national teams
  • Proficient in MS Office Suite, Outlook and Teams Preferably with experience in Mainframe and/or Form based applications
  • Core competencies:

What can we offer you?

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

Our commitment to you

  • Values-first culture We lead with our Values every day and bring them to life together.
  • Boundless opportunity We create opportunities to learn and grow at every stage of your career.
  • Continuous innovation We invite you to help redefine the future of financial services.
  • Delivering the promise of Diversity, Equity and Inclusion We foster an inclusive workplace where everyone thrives.
  • Championing Corporate Citizenship We build a business that benefits all stakeholders and has a positive social and environmental impact.

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

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

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