Role Summary
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.
Key Responsibilities
- Act as the primary point of contact for complex trade, corporate action, and exception-related issues.
- Coordinate closely with clients, custodians, fund managers, and proxy vendors to ensure timely elections and entitlements.
- Oversee verification and processing of corporate actions, cash, and securities transactions across systems.
- Review and resolve reconciliation discrepancies, ensuring appropriate accounting adjustments.
- Manage system exceptions and ensure timely resolution of trade breaks.
- Serve as a liaison between onshore partners, vendors, and internal stakeholders.
- Prepare and deliver operational reports to business units and key clients.
- Identify control gaps, workflow inefficiencies, and risk exposures; lead process improvement initiatives.
- Actively mentor and coach junior analysts and senior analysts through formal and informal training.
- Develop and maintain reference materials, procedures, and workflow documentation.
- Represent the team in service calls, operational reviews, and cross-functional forums.
- Maintain expert-level knowledge of securities markets, regulatory developments, and best practices.
Qualifications
- Bachelor’s degree in Finance, Accounting, or related discipline.
- At least 5 years of progressive experience in investment operations or asset servicing.
- Deep understanding of securities processing, corporate actions, reconciliations, and operational risk.
- Demonstrated ability to lead through influence without formal people management responsibility.
- Excellent communication, presentation, and stakeholder management skills.
- Strong problem-solving skills with a proactive, improvement-driven mindset.
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 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 hr@manulife.com.
Hybrid