Logo of Huzzle

Home

Matches

Explore

Manage

Find 21,000+ jobs, internships & events from 6,000+ top companies on Huzzle using AI

Investment Operations Analyst

image

Manulife

Oct 30

  • Job
    Full-time
    Mid & Senior Level
  • Customer Relations
  • Quezon City
  • Quick Apply

AI generated summary

  • You must have a relevant bachelor's degree, 4-6 years of experience in Investment/Wealth or similar, BPO experience, and proficiency in MS Office; Mainframe/Form apps experience is a plus.
  • You will process transactions, manage escalations, assist in risk management, support production, provide training, and identify process improvements for operational efficiency.

Requirements

  • 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

Responsibilities

  • 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 existing 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

FAQs

What is the primary responsibility of an Investment Operations Analyst?

The primary responsibility of an Investment Operations Analyst includes transaction processing, escalated case management, risk management, support for production management, training, and process improvement.

What qualifications are necessary for this role?

A Bachelor's degree in Business Administration, Finance, Economics, or a related course is required, along with at least 4-6 years of relevant professional experience in the Investment/Wealth, Securities, or similar industry.

Is experience in a BPO or Shared Service environment considered beneficial?

Yes, BPO/Shared Service experience is considered an asset due to collaboration with multi-national teams.

What skills are required for this position?

Proficiency in MS Office Suite, Outlook, and Teams is necessary, and experience with Mainframe and/or Form-based applications is preferred.

How does the company support career development?

The company offers a growth trajectory that encourages employees to pursue their passions and learn new skills, with professional development and leadership opportunities.

What is the working arrangement for this position?

The working arrangement is hybrid, allowing for both in-office and remote work.

How does the company ensure diversity and inclusion in the workplace?

The company fosters an inclusive work environment that values diversity and is committed to fair recruitment, retention, advancement, and compensation without discrimination.

What are the key competencies sought for this role?

The key competencies include a customer-focused mindset, teamwork, ownership of tasks, integrity, and a commitment to diversity and inclusion.

What may be involved in the role regarding risk management?

Involvement in risk management includes assisting in process audit walk-thrus, completion of Risk & Control Self-Assessments (RCSA), and helping to close audit findings and Corrective Action Plans.

Does the company have a commitment towards corporate citizenship?

Yes, the company is dedicated to building a business that benefits all stakeholders and has a positive social and environmental impact.

image

Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

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.

OpportunitiesView all