62 Investment Operations jobs in the Philippines

Job Posting 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.

Job Posting 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.

Description
Schedule: Monday – Friday (9PM - 6AM/10PM – 7AM PHT)
What are we looking for?
Skills Required

• At least 4+ years of experience on a similar role
• Expertise in investment principles, asset allocation and portfolio management.
• Background in banking and/or financial services industry
• Proficiency in Microsoft Office, especially Excel and PowerPoint.

Nice To Have

• Familiarity with Excel VBA is a plus for tasks involving automation and streamlining coding processes.
• CFA

What will you do?
Client Reporting & Presentations

• Draft and update client investment presentations, encompassing performance reports and market analysis.
• Maintain and update forecasting models for private investment portfolio.

Investment Database & Performance Monitoring

• Manage the Private Investment Database, ensuring accurate cash flow reconciliation and asset value tracking.

Portfolio Analysis, Management & Modeling

• Perform diagnostic analysis and create rebalancing plans on client portfolios and execute Monte Carlo simulations for risk assessment.

Investment Compliance & Operations

• Ensure compliance with regulatory requirements, including AML/KYC.
• Coordinate with custodians for accurate cost basis reconciliation.
• Manage private investment subscriptions and account openings.

Join the awesome team and enjoy these benefits & perks:

• Medical, Dental Coverage and Life insurance from day 1 of employment with 2 HMO dependents
• Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
• Competitive salary package and annual appraisal
• Financial Assistance Program
• Mandatory Government Benefits and 13th Month Pay
• Complimentary Sleeping Quarters, Coffee at no cost
• Complimentary Office Fitness and Wellness Facilities at no cost
• GrabPay Credits
• Regular Company Events, Work Life Balance, and Career growth opportunities
• Accessible location at the heart of Metro Manila --- the Mega Tower, EDSA

JOIN CONNECTOS NOW
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client, an American Financial Services company with over 39 years of expertise in delivering investment, financial advisory, and wealth management services, is gearing up to grow its team. They have delivered client-centric planning and sophisticated investment advice for the past four decades and is dedicated to serving client families worldwide and providing objective advice focused on our client's best interests.

Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.

Job Posting Description

Reporting directly to the GBS Service Delivery Head for Retail, Wealth, Alternatives, and Fund Services Operations, the Alternative Investment Operations Director – Derivatives Services is primarily responsible for leading the Derivatives Operations, Support and Solutions teams supporting Asia, North America, and UK in ensuring timely, accurate, and effective delivery of services that are in scope.

The role in addition oversees Securities Lending function for GWAM.

Position Responsibilities:

• Provide functional oversight to continuously enable the Derivative Services teams to efficiently deliver on change initiatives, while continuing to produce consistent, high quality, delivery of BAU services for both the General Accounts and Asset Management businesses.

Key components of functional oversight include (but not limited to):

Transformation and change management

• Drive strategic initiatives to deliver risk-averse scalability, transparency, and synergistic alignment across the function.
• Drive the sharing of best practices, fostering collaboration and innovation across the teams within the group.
• Provide senior management support with focus on ramping up efforts to digitize governance and oversight model within the function, while interfacing with key Business Unit decision makers.
• In partnership with the business, accountable for the execution on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes, contributing to the change agenda by submitting business cases for prioritization, and ensuring smooth execution on active transformation programs.
• Champion and foster an innovation culture by encouraging teams in stepping outside of their comfort zone and supporting them through obstacles.

Operational Risk

• Manage and mitigate operational risk and ensure that issues are escalated and resolved timely and effectively.
• Validate the accuracy of operational risk heat maps and other risk assessments.
• Collaborate with local and segment risk functions. Ensure the effective cascade and communication of operational risk awareness and management practices.
• Drive periodic scenario-based tabletop exercises for business continuity planning to ensure there is no service disruption to the business.
• Accountable for timely and effective closure of audit points.

Service Delivery

• To ensure customer-centered outcomes.  Enable feedback channels to the business to align expectations and priorities.
• Define and periodically refresh service level standards across the teams within the domain and manage the delivery and reporting of KRI's and KPIs, as defined within the Service Level Agreements and Schedule of Services.
• Effectively manage direct and indirect costs associated with the function.  Provide cost transparency to Finance teams and Business Unit, as needed.
• Oversee annual business planning and business unit goal setting efforts.
• Ensures that teams proactively contribute to the development of overall procedures and policies that are adhered to by subordinate leaders/teams.
• Accountable for ensuring that the team deliver timely/accurate information required for performance and risk reporting, business dashboards, governance reporting and other metrics as required for decision making.
• Accountable for successful transitions of work and aligning toward a global business shared services operation model that is scalable and efficient.

Leadership

• Manage a growing team with responsibility for hiring, compensation, promotion, and performance management.
• Develop the group's capability and functional expertise through training, coaching/mentoring, strategic talent and production management, succession planning, and supporting mobility.
• Foster career progression by promoting talent brokering and supporting internal mobility by having succession plans in place.
• Engage teams by personalizing recognition and feedback, and treating all members with dignity and respect
• Embrace and champion diversity, ensure recruitment and selection practices reflect a diverse set of candidates and talent pipeline

Preferred Qualifications:

• University degree in accounting, finance, or business management. Recognized investment, finance, or accounting designation preferred.
• Minimum 5+ years in a senior role leading and developing global operations/ large teams and working across multiple geographies/time zones.  Experience of working within a captured shared services environment an advantage.
• Minimum 10 years of relevant experience in financial services, with a strong focus on Derivatives operations, collateral management, clearing and trade support.
• Industry certification such as CAIA, CFA, or FRM is a plus.
• Prior experience of managing (forecasting, monthly tracking, etc.) operational budgets, covering both discretionary spend and fixed costs.
• Extensive knowledge on various derivative products such as Swaps, Options, Futures, Forwards and others – including how they are accounted for in investment book of records, trading platforms, custody records, and in SWIFT messages.
• Broad knowledge of life insurance and asset management businesses, audit methodologies, control frameworks, and risk management techniques.
• Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.

Preferred Qualifications:

• Innovative thinker with the ability to negotiate, influence, and challenge the status quo to continuously improve processes and collaborate effectively with stakeholders across cultures and geographies.
• Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
• Familiarity with project management approaches, tools, and phases of the project lifecycle and in delivering continuous improvement projects.
• Ability to work in ambiguous environment and adapt to fast-paced change, while managing time and workload with aggressive timelines.
• Flexible on shift and working hours, as required to meet business deadlines and deliverables.
• 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.
• Experience working across multiple geographies and time zones. Excellent interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Outstanding communication and active listening skills.

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.

Reporting directly to the GBS Service Delivery Head for Retail, Wealth, Alternatives, and Fund Services Operations, the Alternative Investment Operations Director – Derivatives Services is primarily responsible for leading the Derivatives Operations, Support and Solutions teams supporting Asia, North America, and UK in ensuring timely, accurate, and effective delivery of services that are in scope.

The role in addition oversees Securities Lending function for GWAM.

Position Responsibilities:

• Provide functional oversight to continuously enable the Derivative Services teams to efficiently deliver on change initiatives, while continuing to produce consistent, high quality, delivery of BAU services for both the General Accounts and Asset Management businesses.

Key components of functional oversight include (but not limited to):

Transformation and change management

• Drive strategic initiatives to deliver risk-averse scalability, transparency, and synergistic alignment across the function.
• Drive the sharing of best practices, fostering collaboration and innovation across the teams within the group.
• Provide senior management support with focus on ramping up efforts to digitize governance and oversight model within the function, while interfacing with key Business Unit decision makers.
• In partnership with the business, accountable for the execution on key transformation strategies of the group, as a priority, which includes strategic reviews on existing processes, contributing to the change agenda by submitting business cases for prioritization, and ensuring smooth execution on active transformation programs.
• Champion and foster an innovation culture by encouraging teams in stepping outside of their comfort zone and supporting them through obstacles.

Operational Risk

• Manage and mitigate operational risk and ensure that issues are escalated and resolved timely and effectively.
• Validate the accuracy of operational risk heat maps and other risk assessments.
• Collaborate with local and segment risk functions. Ensure the effective cascade and communication of operational risk awareness and management practices.
• Drive periodic scenario-based tabletop exercises for business continuity planning to ensure there is no service disruption to the business.
• Accountable for timely and effective closure of audit points.

Service Delivery

• To ensure customer-centered outcomes. Enable feedback channels to the business to align expectations and priorities.
• Define and periodically refresh service level standards across the teams within the domain and manage the delivery and reporting of KRI's and KPIs, as defined within the Service Level Agreements and Schedule of Services.
• Effectively manage direct and indirect costs associated with the function. Provide cost transparency to Finance teams and Business Unit, as needed.
• Oversee annual business planning and business unit goal setting efforts.
• Ensures that teams proactively contribute to the development of overall procedures and policies that are adhered to by subordinate leaders/teams.
• Accountable for ensuring that the team deliver timely/accurate information required for performance and risk reporting, business dashboards, governance reporting and other metrics as required for decision making.
• Accountable for successful transitions of work and aligning toward a global business shared services operation model that is scalable and efficient.

Leadership

• Manage a growing team with responsibility for hiring, compensation, promotion, and performance management.
• Develop the group's capability and functional expertise through training, coaching/mentoring, strategic talent and production management, succession planning, and supporting mobility.
• Foster career progression by promoting talent brokering and supporting internal mobility by having succession plans in place.
• Engage teams by personalizing recognition and feedback, and treating all members with dignity and respect
• Embrace and champion diversity, ensure recruitment and selection practices reflect a diverse set of candidates and talent pipeline

Preferred Qualifications:

• University degree in accounting, finance, or business management. Recognized investment, finance, or accounting designation preferred.
• Minimum 5+ years in a senior role leading and developing global operations/ large teams and working across multiple geographies/time zones. Experience of working within a captured shared services environment an advantage.
• Minimum 10 years of relevant experience in financial services, with a strong focus on Derivatives operations, collateral management, clearing and trade support.
• Industry certification such as CAIA, CFA, or FRM is a plus.
• Prior experience of managing (forecasting, monthly tracking, etc.) operational budgets, covering both discretionary spend and fixed costs.
• Extensive knowledge on various derivative products such as Swaps, Options, Futures, Forwards and others – including how they are accounted for in investment book of records, trading platforms, custody records, and in SWIFT messages.
• Broad knowledge of life insurance and asset management businesses, audit methodologies, control frameworks, and risk management techniques.
• Participates in educational opportunities; reads professional publications; maintains networks and participates in professional organizations to always be up to date on job knowledge.

Preferred Qualifications:

• Innovative thinker with the ability to negotiate, influence, and challenge the status quo to continuously improve processes and collaborate effectively with stakeholders across cultures and geographies.
• Excellent analytical and problem-solving skills with demonstrated ability to work with complex financial issues and concepts.
• Familiarity with project management approaches, tools, and phases of the project lifecycle and in delivering continuous improvement projects.
• Ability to work in ambiguous environment and adapt to fast-paced change, while managing time and workload with aggressive timelines.
• Flexible on shift and working hours, as required to meet business deadlines and deliverables.
• 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.
• Experience working across multiple geographies and time zones. Excellent interpersonal skills and ability to work effectively across cultures, geographies and senior leadership. Outstanding communication and active listening skills.

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 .

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 .

Working Arrangement

Hybrid

Manage a team of representatives (managing emails, chats and calls) and drive overall performance for his/her team. Responsible for supervisory support through transaction monitoring and delivering results as per Service Level Agreement targets / timelines. Produce reports to gauge process performance. Steer process meetings / calls to a logical conclusion. Analyze data and come up with recommendable action to meet and exceed performance requirement. Recommend necessary process changes to improve team performance. Collaborate with support and enabling teams to ensure service delivery that will benefit the program. Collaborate and maintain excellent relationship with the clients.