266 Investment Intern jobs in the Philippines

Investment Banking Analys

₱80000 - ₱100000 Y Tahche Outsourcing Services Inc.

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Job Description

Tahche Outsourcing Services Inc. partner company, is a US-based investment banking firm providing services to middle market businesses. We are looking for an Investment Banking Analyst to support the company's growing corporate finance and private equity activities.

This is a full-time role, on a US shift and on a WFH set-up.

If you have the right skill set, this may be your opportunity to enter this fast-growing organization.

DUTIES AND RESPONSIBILITIES:

  • Perform in-depth company and industry research supporting specific client engagements, business development, and marketing opportunities.
  • Collect, organize, and analyze information from relevant internal and external sources.
  • Perform financial modeling and valuation assessments using various methodologies (e.g., DCF analysis, Comparable Company and Comparable Transactions analyses, etc.).
  • Research and contact potential financial and strategic buyers and/or sellers.
  • Coordinate due diligence process, manage data room, and prepare management meeting materials.
  • Identify transaction opportunities, write and prepare transaction-related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis.
  • Serve as a critical team member in the execution of advisory and financing transactions, ultimately able to work independently to lead deals.
  • Act within professional, ethical, legal, and risk boundaries and guidelines.

QUALIFICATIONS:

  • At least 5 years of experience in a banking, consulting, accounting, or finance role in a company environment is strongly preferred.
  • Other quantitative/financial analysis/project management experience is desirable.
  • Experience with financial statement analysis, three-statement modeling, valuation analysis, and managing due diligence analysis is required.
  • Excellent financial analysis, research, presentation, and project management skills.
  • Excellent communication skills and must be a clear communicator, with concise writing skills and the ability to collaborate professionally by phone and in video conference with colleagues, clients, and prospective counterparties.
  • High level of energy, enthusiasm, creativity, and integrity.
  • Knowledge with Capital IQ, Factset, and Pitchbook is a plus, but not required.

WHAT'S IN IT FOR YOU?

  • Full-time permanent position
  • Competitive compensation package and benefits
  • Be part of a dynamic US Team
  • 13th-month pay
  • Paid Leaves, convertible to cash
  • Access top-tier health insurance, including dental coverage.
  • Personal development and training opportunities
  • We cover Government-mandated benefits (SSS, Phil health, Pag Ibig, Maternity or Paternity leave benefit, Solo Parent Leave, etc.)
  • Participate in a variety of activities, including team outings, sports events, and other fun events to foster camaraderie.

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Apply now and be part of TahcheNot a candidate? If you're a foreign business looking to build world-class teams with top Filipino professionals, why not HIRE WITH TAHCHE? Visit our website at to learn how.

Job Types: Full-time, Permanent

Pay: Php80, Php100,000.00 per month

Benefits:

  • Additional leave
  • Company Christmas gift
  • Company events
  • Health insurance
  • Life insurance
  • Promotion to permanent employee
  • Work from home

Application Question(s):

  • Have you worked directly on mergers and acquisitions (M&A) or private equity transactions in a banking, consulting, or finance role?
  • How long is your experience in banking, consulting, accounting, or corporate finance?
  • Have you built and used financial models such as Discounted Cash Flow (DCF), Comparable Company Analysis, or Precedent Transactions Analysis?
  • Have you ever managed or supported a due diligence process (e.g., data room management, preparing client materials)?
  • Are you willing to work full-time on a U.S. Eastern Time shift in a remote setup?

Work Location: Remote

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Investment Banking Ops

₱1200000 - ₱3600000 Y Deutsche Bank

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Job Description

Position Overview
Job Title: Operations Expert

Corporate Title: Senior Analyst (NCT)

Location: Manila

About IB Operations
Investment Banking (IB) Operations is dedicated to supporting our business in their goal to build long-term, sustainable relationships with the Bank's key institutional clients, while delivering strong returns to stakeholders. Our vision is to "Transform Global Markets Operations by delivering a platform that provides competitive operating leverage and protects the Bank and its clients."

The IB Operations teams are recognized as key to business profitability, playing a crucial role in managing clients, risk and minimizing losses. This is done by ensuring that business activities are carried out in an efficient, controlled and timely manner.

The role of IB Operations covers a wide range of activities. Following the buying and selling of financial products and services by the bank, we ensure that each transaction is captured accurately and in a timely manner to ensure effective risk management, cleared, documented and confirmed, settled and reconciled, all within a tightly controlled environment in adherence with global regulatory requirements.

What We Will Offer You
A healthy, engaged and well-supported workforce are better equipped to do their best work and, more importantly, enjoy their lives inside and outside the workplace. That's why we are committed to providing an environment with your development and wellbeing at its center.

You can expect

  • Competitive Salary
  • Attractive Retirement Benefit
  • Medical and Life Insurance upon employment
  • 20 days Annual Vacation Leaves

Your Responsibilities

  • As an Operations Expert (Sr. Analyst), you will ensure timely booking of trades within all requisite systems.
  • You will apply problem solving and investigative techniques to trade booking / flow issues.
  • You will update of trade amendments within pre-requisite systems where required.
  • You will apply root cause investigation to repetitive issues or problems.
  • You will build and maintain strong relationship with stakeholder groups, onshore and offshore.
  • You will identify risk and possible escalation of any trade or booking issues and endorse to your team manager.

Your Skills And Experience

  • The ideal candidate for this post has a Bachelor's Degree of Finance or Business course.
  • Prior experience in an Investment Banking or Commercial Bank Operations is highly preferred.
  • Proficiency in MS Office application is required. Strong analytical and problem solving skills are essential to the role.
  • Strong customer service skills, and good communication skills are also required.
  • Ability to work independently or collaboratively within a team and a pro-active attitude are also needed to succeed in the role.

How We'll Support You

  • Training and development to help you excel in your career
  • Coaching and support from experts in your team
  • A culture of continuous learning to aid progression

About Us And Our Teams
Deutsche Bank is the leading German bank with strong European roots and a global network. Click here to see what we do.

Deutsche Bank & Diversity
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

This advertiser has chosen not to accept applicants from your region.

Investment Banking Analyst

₱1200000 - ₱3600000 Y Tahche Careers

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Job Description

Our US partner company is a New York City-based investment bank that provides strategic advisory, mergers and acquisitions, raising capital, and leadership recruiting services. The firm focuses its work with middle-market businesses with revenues in the $10-$00 million range for a broad range of industries including business services, environmental services, consumer products, logistics, industrial, food & ingredients, among others.

Our US partner company is a New York City-based investment bank that provides strategic advisory, mergers and acquisitions, raising capital, and leadership recruiting services. The firm focuses its work with middle-market businesses with revenues in the 10- 200 million range for a broad range of industries including business services, environmental services, consumer products, logistics, industrial, food & ingredients, among others.

We are currently seeking a highly skilled and motivated
Investment Banking Analyst
to join our dynamic team.

This is a
full-time
role, on a
US shift
, and on a
Work-from-Home
set-up.

If you have the right skill set, this may be your opportunity to continue developing your professional skills.

Responsibilities

  • Perform in-depth company and industry research supporting specific client engagements and marketing opportunities.
  • Collect and analyze information from relevant internal and external sources.
  • Perform financial modeling and valuation assessments using various methodologies.
  • Research and contact potential financial and strategic buyers.
  • Coordinate due diligence process, manage data room, prepare management meeting materials.
  • Identify transaction opportunities, write and prepare transaction related documentation and marketing materials, including: information memorandum, pitch books, corporate profiles, and market data and analysis.
  • Serve as a critical team member in the execution of advisory and financing transactions, ultimately able to work independently to lead deals.
  • Act within professional, ethical, legal and risk boundaries and guidelines.

Skills And Experience

  • At least 5 years of experience in a banking, accounting or finance role in a company environment is strongly preferred.
  • Having a background in M&A (Mergers and Acquisitions) is an advantage.
  • Other quantitative/financial analysis/project management experience is desirable.
  • Experience with financial statement analysis, three-statement modeling, valuation analysis and managing due diligence analysis is required.
  • Excellent financial analysis, research, presentation, and project management skills.
  • Must be a clear communicator, with concise writing skills and the ability to collaborate professionally by phone and in person with colleagues, clients and prospective buyers and sellers.
  • High level of energy, enthusiasm, creativity and integrity.
  • Knowledge with Capital IQ, Pitchbook is a plus but not required
This advertiser has chosen not to accept applicants from your region.

Commercial and Investment Banking

₱1200000 - ₱3600000 Y JPMorganChase

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Job Description

JOB DESCRIPTION

Global Banking (GB), through its Commercial and Investment Banking businesses provides a complete set of solutions and capabilities to our clients around the world. We're committed to supporting our clients through every stage in their life cycle, from emerging startups to large corporations, GB is uniquely positioned to deliver strategic advisory, financing, payments and risk services to help them grow and succeed. We take great pride in the longstanding relationships we build over time and our purpose-driven business plays an instrumental role in supporting our communities across the globe.

Join our dynamic team as a Senior Executive Assistant, where you will play a pivotal role in supporting key executives to drive business results & ensure seamless operations within the organization. This position offers a unique opportunity to work in a fast-paced environment, providing comprehensive administrative support to our Global Banking business which serves a diverse clientele ranging from corporations to not-for-profit entities.

As a Senior Executive Assistant in Business Support Management, you are expected to be a strong partner to the executives and team/s you will support, as well as to the broader admin group. You must be flexible, proactive, efficient, and a highly resourceful team player. You should possess strong administrative and organizational skills, along with the ability to maintain a realistic balance among multiple priorities. Exercising sound judgment in diverse situations and ensuring confidentiality are essential for your role.

Job responsibilities:

  • Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling and prioritization of meetings and appointments
  • Effectively manage internal related activities such as meetings and communications with a high degree of professionalism, accuracy and confidentiality
  • Exhibit effective communication by clearly articulating ideas in conversations and crafting concise, well-structured emails that convey information accurately and professionally.
  • Arrange and manage intricate domestic and international travels, ensuring seamless logistics and adherence to company policies
  • Process invoices and expense claims, ensuring compliance to the firm's guidelines.
  • Organize and coordinate internal and external events, including meetings, conferences, and team-building activities.
  • Prepare high-quality reports, presentations, and internal communications, utilizing advanced Microsoft Office skills (PowerPoint, Excel)
  • Assist with various projects and initiatives, contributing to the BSM organization's operational efficiency and strategic goals
  • Foster strong relationships with key partners, including other administrative assistants, to create a collaborative and supportive work environment

Required qualifications, skills and capabilities:

  • Minimum of 2 years in a client facing role, if not an administrative or executive assistant role
  • Strong proficiency in Microsoft Office Suite, exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment, can adeptly handle ambiguity
  • Strong team orientation and the ability to build and maintain relationships with internal and external stakeholders, can lead and influence without having positional authority, enthusiastic, self-motivated, calm and effective under pressure
  • Excellent written and verbal communication skills, with a keen attention to detail
  • Demonstrated discretion and good judgment in handling confidential information and executive-level matters, a forward thinker who anticipates stakeholder needs
  • Must be willing and able to work onsite full-time, including night shifts

Preferred qualifications, skills and capabilities:

  • Highly comfortable with learning and adapting to new technologies and productivity tools;
  • Willingness to work flexible hours as dictated by the needs of the business
  • Experience in client-facing roles within a multinational firm

ABOUT US

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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Junior Investment Banking Analyst

Pasig City, National Capital Region ₱1200000 - ₱3600000 Y The First Abacus Group of Companies

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Job Description

Basic Function

  • Equity Raising Activities
  • Financial Analysis
  • Due Diligence
  • Reports and Documentation
  • Underwriting
  • Research
This advertiser has chosen not to accept applicants from your region.

Investment Banking Deal Officer

Mandaluyong, National Capital Region ₱900000 - ₱1200000 Y Bank of Commerce (Philippines)

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Job Description

JOB SUMMARY

Supports the day-to-day activities of the Origination and Execution Division.

JOB DESCRIPTION

  • Discusses and develops the term sheet or the structuring for a deal/transaction.
  • Prepares project proposals for approval and/or presentation to various approving bodies.
  • Consolidates various analytical and data driven components for debt financing, equity financing, financial advisory services, project finance, and other investment banking transactions.
  • Conducts financial analyses.
  • Analyses general information on the company, the company's industry, and the transaction.
  • Develops and sensitizes financial models and/or valuations for financing, deal structuring, and cash flow feasibility.
  • Prepares and assembles information requests, due diligence lists, confidentiality agreements, etc.
  • Prepares pitchbooks and other marketing material.
  • Assists the seniors in deal origination and client management.
  • Prepares portions of or entire transaction documents such as the information memoranda, company briefs, fact sheets, etc. To include descriptive discussions on specific attributes and pertinent information about the company, its industry, and the transaction. Creation of charts and other visuals, financial data, etc.
  • Participates in meetings, negotiations, and discussions with clients, clients' advisors, potential investors, participating lenders/arrangers, regulatory agencies, and other parties involved in the transaction.
  • Assists the seniors in deal execution and closing activities.
  • Ensures that transactions are properly documented, and KYC standards are complied with and maintained.
  • Coordinates with and provides documents to internal and external auditors.
  • Performs other duties and responsibilities as may be assigned from time to time by the seniors.
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Commercial and Investment Banking

₱1500000 - ₱2500000 Y JPMorgan Chase Bank, N.A.

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Job Description

Join our team to shape the future of executive support. Be at the heart of managing complex administrative tasks and fostering strong relationships. Unlock your potential to drive operational efficiency and strategic goals.

As a Senior Executive Assistant Lead within the Business Support Management team, you will be at the heart of managing complex administrative tasks and fostering strong relationships. You will unlock your potential to promote operational efficiency and strategic goals, providing priority alignment with high-touch Managing Directors (MDs) and Executive Directors (EDs). You will efficiently manage calendars, schedule meetings, coordinate travel, process expenses, and organize events, ensuring professionalism and confidentiality. Your role includes preparing high-quality documents, supporting projects, building relationships, serving as a Subject Matter Expert (SME), and mentoring new hires.

Job responsibilities

  • Provide administrative support to MDs and EDs, acting as primary or alternate admin support and interim backup.
  • Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling.
  • Manage meeting scheduling and communications with professionalism and confidentiality.
  • Exhibit effective communication through conversations and well-structured emails.
  • Arrange and manage intricate domestic and international travel logistics.
  • Process invoices and expense claims, ensuring compliance with firm guidelines.
  • Organize and coordinate internal and external events, including meetings and conferences.
  • Prepare high-quality reports, presentations, and internal communications using Microsoft Office.
  • Assist with projects and initiatives, supporting operational efficiency and strategic goals.
  • Foster strong relationships with key partners to create a collaborative work environment.
  • Serve as SME in areas such as Travel & Expense, Sales Enablement, MS Tools, and LLM; mentor new hires and facilitate the new hire admin training program.

Required qualifications, capabilities, and skills:

  • Minimum of 5 years in a senior administrative or executive assistant role
  • Excellent written and verbal communication skills, strong proficiency in Microsoft Office Suite.
  • Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • Strong team orientation and ability to build relationships with internal and external stakeholders.
  • Proactively anticipates needs and provides valuable insights, adapting to changing priorities.
  • Demonstrated discretion and good judgment in handling confidential information.
  • Willingness to work night shifts and onsite five days a week

Preferred qualifications, capabilities, and skills:

  • Highly comfortable with learning and adapting to new technologies and productivity tools.
  • Willingness to work flexible hours as dictated by business needs.
  • Experience in client-facing role in a multinational firm.
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Commercial and Investment Banking

₱900000 - ₱1200000 Y JPMorgan Chase Bank, N.A.

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Job Description

Global Banking (GB), through its Commercial and Investment Banking businesses provides a complete set of solutions and capabilities to our clients around the world. We're committed to supporting our clients through every stage in their life cycle, from emerging startups to large corporations, GB is uniquely positioned to deliver strategic advisory, financing, payments and risk services to help them grow and succeed. We take great pride in the longstanding relationships we build over time and our purpose-driven business plays an instrumental role in supporting our communities across the globe.

Join our dynamic team as a Senior Executive Assistant, where you will play a pivotal role in supporting key executives to drive business results & ensure seamless operations within  the organization. This position offers a unique opportunity to work in a fast-paced environment, providing comprehensive administrative support to our Global Banking business which serves a diverse clientele ranging from corporations to not-for-profit entities.

As a Senior Executive Assistant in Business Support Management, you are expected to be a strong partner to the executives and team/s you will support, as well as to the broader admin group. You must be flexible, proactive, efficient, and a highly resourceful team player. You should possess strong administrative and organizational skills, along with the ability to maintain a realistic balance among multiple priorities. Exercising sound judgment in diverse situations and ensuring confidentiality are essential for your role.

Job responsibilities:

  • Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling and prioritization of meetings and appointments
  • Effectively manage internal related activities such as meetings and communications with a high degree of professionalism, accuracy and confidentiality
  • Exhibit effective communication by clearly articulating ideas in conversations and crafting concise, well-structured emails that convey information accurately and professionally.
  • Arrange and manage intricate domestic and international travels, ensuring seamless logistics and adherence to company policies
  • Process invoices and expense claims, ensuring compliance to the firm's guidelines.
  • Organize and coordinate internal and external events, including meetings, conferences, and team-building activities.
  • Prepare high-quality reports, presentations, and internal communications, utilizing advanced Microsoft Office skills (PowerPoint, Excel)
  • Assist with various projects and initiatives, contributing to the BSM organization's operational efficiency and strategic goals
  • Foster strong relationships with key partners, including other administrative assistants, to create a collaborative and supportive work environment

Required qualifications, skills and capabilities:

  • Minimum of 2 years in a client facing role, if not an administrative or executive assistant role
  • Strong proficiency in Microsoft Office Suite, exceptional organizational skills and the ability to manage multiple priorities in a fast-paced environment, can adeptly handle ambiguity
  • Strong team orientation and the ability to build and maintain relationships with internal and external stakeholders, can lead and influence without having positional authority, enthusiastic, self-motivated, calm and effective under pressure
  • Excellent written and verbal communication skills, with a keen attention to detail
  • Demonstrated discretion and good judgment in handling confidential information and executive-level matters, a forward thinker who anticipates stakeholder needs
  • Must be willing and able to work onsite full-time, including night shifts

Preferred qualifications, skills and capabilities:

  • Highly comfortable with learning and adapting to new technologies and productivity tools;
  • Willingness to work flexible hours as dictated by the needs of the business
  • Experience in client-facing roles within a multinational firm
This advertiser has chosen not to accept applicants from your region.

Commercial and Investment Banking

₱1200000 - ₱2400000 Y JPMorganChase

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Job Description

JOB DESCRIPTION

Join our team to shape the future of executive support. Be at the heart of managing complex administrative tasks and fostering strong relationships. Unlock your potential to drive operational efficiency and strategic goals.

As a Senior Executive Assistant Lead within the Business Support Management team, you will be at the heart of managing complex administrative tasks and fostering strong relationships. You will unlock your potential to promote operational efficiency and strategic goals, providing priority alignment with high-touch Managing Directors (MDs) and Executive Directors (EDs). You will efficiently manage calendars, schedule meetings, coordinate travel, process expenses, and organize events, ensuring professionalism and confidentiality. Your role includes preparing high-quality documents, supporting projects, building relationships, serving as a Subject Matter Expert (SME), and mentoring new hires.

Job responsibilities

  • Provide administrative support to MDs and EDs, acting as primary or alternate admin support and interim backup.
  • Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling.
  • Manage meeting scheduling and communications with professionalism and confidentiality.
  • Exhibit effective communication through conversations and well-structured emails.
  • Arrange and manage intricate domestic and international travel logistics.
  • Process invoices and expense claims, ensuring compliance with firm guidelines.
  • Organize and coordinate internal and external events, including meetings and conferences.
  • Prepare high-quality reports, presentations, and internal communications using Microsoft Office.
  • Assist with projects and initiatives, supporting operational efficiency and strategic goals.
  • Foster strong relationships with key partners to create a collaborative work environment.
  • Serve as SME in areas such as Travel & Expense, Sales Enablement, MS Tools, and LLM; mentor new hires and facilitate the new hire admin training program.

Required qualifications, capabilities, and skills:

  • Minimum of 5 years in a senior administrative or executive assistant role
  • Excellent written and verbal communication skills, strong proficiency in Microsoft Office Suite.
  • Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment.
  • Strong team orientation and ability to build relationships with internal and external stakeholders.
  • Proactively anticipates needs and provides valuable insights, adapting to changing priorities.
  • Demonstrated discretion and good judgment in handling confidential information.
  • Willingness to work night shifts and onsite five days a week

Preferred qualifications, capabilities, and skills:

  • Highly comfortable with learning and adapting to new technologies and productivity tools.
  • Willingness to work flexible hours as dictated by business needs.
  • Experience in client-facing role in a multinational firm.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

ABOUT THE TEAM

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

This advertiser has chosen not to accept applicants from your region.

Director, Investment Operations (Investment Accounting)

Manulife

Posted 17 days ago

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Job Description

The Investment Operations leader is expected to work closely with the global functional leaders to support both the day-to-day processing and transformation of our function. The Investments business has kicked off a multi-year transformation journey to drive digitization, automation, and increase straight through put processing and leverage our global hub for more end-to-end functions.
We're looking for a leader who demonstrates a strong operational processing background including a strong focus on efficiency and risk mitigation. A collaborative, transparent leader who can create and communicate a vision and engage individuals to work towards objectives. This role requires a highly visible leader who can drive change through relationships, thought leadership and exceptional business knowledge and the ability to get things done.
**Position Responsibilities:**
+ Manage day-to-day business relationship management and oversight of services with a proven track record of managing global cross functional relationships.
+ Responsible for the escalation and quick resolution of any operational service issues.
+ Ensures that work is integrated across teams and that the work produced meets service level standards and exceeds quality standards.
+ Contributes to the development of overall procedures and policies. Ensures these are executed as intended by subordinate teams through subordinate managers.
+ Develop the capability of the service by leveraging expertise in investment products, operational excellence practices, and the transaction/customer lifecycle.
+ Support and deliver on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes and submission of business cases for prioritization in the change agenda.
+ Establish a high level of credibility and build professional relationships with our business partners and our customers.
+ To ensure customer-centered outcomes, manage business relationships and act as a business partner for our Business Unit service recipients. Enable feedback channels to the business to align expectations and priorities.
+ Periodically refresh service level standards across the teams to align to business requirements and manage the achievement of KPIs as defined within the Service Level Agreements and Schedule of Services.
+ Manage and mitigate operational risk and ensure that issues are escalated timely and resolution is effective. Validate the accuracy of operational risk heat maps and other risk
+ assessments. Accountable for timely and effective closure of audit points.
+ Timely and effective delivery on KPI and KRI reporting, business dashboards and other metrics as required.
+ Drive the sharing of best practices, fostering collaboration, and innovation across the teams.
+ Execute strategic priorities and evolve the service delivery model toward a scalable and strategic global business shared service.
+ Develop the capability and functional expertise through training/development, coaching/mentoring, strategic talent management, succession-planning, and supporting mobility.
+ Ensure that the MBPS Governance model and Operating Standards are adhered to.
+ Participates in strategic business planning activities and helps translate to business initiatives.
+ People management responsibilities include hiring, compensation strategy, promotion, performance management, and capability development of direct reports and their subordinate teams.
Behaviors
+ Customer focused operator capable of leading change so the customer and strategy are at the forefront when designing a solution.
+ A doer with an entrepreneurial attitude and passion for innovative work that drives results.
+ Collaborative and transparent working style with an open, honest, and direct approach.
+ Flexible, steady under pressure, and willing to switch gears quickly.
+ Strong curiosity and desire to make the complex clear and to always ask "why"
+ Organized, self-directed, efficient, and able to manage complex projects.
+ Strong team player who will contribute to the Global Investment Operations strategy.
**Required Qualifications:**
+ Relevant undergraduate degree in Business Administration, Finance, Economics, etc.
+ Additional certifications / designations such as Master of Business Administration (MBA), CISI (Chartered Institute of Securities and Investment), CFA (Chartered Financial Analyst), Six Sigma, Agile / SCRUM Master etc. would be an advantage, but not required.
+ 8+ years of relevant experience in Investment Operations and/or Wealth Management.
+ Sound experience of end-to-end Trade and Cash Management process and SWIFT Standards, Onboarding and Static Maintenance, Asset Servicing (Corporate Actions), Reconciliation, Investment Accounting, Client Reporting, Data and Performance.
+ Strong market knowledge including regulatory changes affecting the Investment Operations Industry globally
+ Commitment to client service & problem resolution
+ Sound operations management acumen with a solid understanding of the business environment through practical experience.
+ Strong people management experience (5+ years) to lead, manage and develop professional staff.
+ Experience in working in a broad Matrix organization listening and using influence to make an impact. Proven track record and positive reputation to influence others and move toward a common vision or goal, within and/or beyond their business area.
**Preferred Qualifications:**
+ Ability to work in an ambiguous environment and adapt to change while managing time and workload with aggressive timelines.
+ Experience working across multiple geographies and time zones. Strong interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Excellent English written and verbal communication skills.
+ Innovative thinker with the ability to negotiate, influence and challenge the status quo to continuously improve processes
+ Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
+ Ability to anticipate issues and think proactively to resolve issues and risk.
+ Outstanding communication and active listening skills, with a strong ability to build and maintain strong relationships across all levels within the organization.
+ Highly organized with an ability to work in a fast-paced, multi stakeholder environment and manage multiple priorities.
+ Familiarity with project management approaches, tools and phases of the project lifecycle
+ Presents complex ideas clearly, with an ability to manage the complexities of executing significant change and influence individuals across business boundaries to achieve objectives.
+ Proficient in MS Office suite including Outlook, Excel, Word, Power Point, and SharePoint.
+ Flexible hours on shift and overtime may be required to meet business deadlines. Must be willing to travel.
+ Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.
**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.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
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