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Manulife Financial

Global financial services: insurance and investments

Global Middle Office-Trade Operations Specialist

Asset ManagementConfirmed live in the last 24 hours
Full-timeNo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Business Administration, Accounting, Finance, Economics, or a related business course.
  • At least 5 years of related work experience in Trade Support, Middle Office, Investment Operations, Cash Management, and/or Fund Accounting.
  • Strong knowledge of securities instruments, including equities, corporate and government bonds, U.S. Treasury bonds, foreign exchange trades, and time deposits.
  • Good analytical and diagnostic skills, with a strong ability to understand process design.
  • Excellent verbal, written, and reading-comprehension skills.
  • Flexibility in ambiguous situations, shifting demands, and challenging work environments, using diplomacy and tact to resolve difficult situations.
  • Ability to work in a time-sensitive environment, learn quickly, and maintain strong attention to detail and analytical ability.
  • Ability to work independently with minimal guidance and supervision.
  • Ability to resolve complex problems and assess existing solutions.
  • Ability to build metrics, reports, and presentations as needed by stakeholders or management.
  • Understanding of Trade Support functions, the trade life cycle, and cash management.
  • Fundamental understanding of investment transactions, the trade life cycle, and various asset classes.
  • Good working knowledge of Bloomberg and other trading applications and systems.
  • Advanced knowledge of data management, pricing, settlements, reconciliation, transactions, and transfers processes.

Responsibilities

  • Perform day-to-day operational support for foreign exchange transactions, fund transfers, cash projections, and cash reconciliations, prioritizing tasks as necessary.
  • Cover tasks that arise from coverage issues.
  • Communicate with the Front Office, including portfolio managers, business partners, custodians, and third-party vendors to support timely settlements and resolve issues.
  • Investigate and resolve overdrafts or breaks identified in systems or raised by the Front Office, custodians, or other internal investment teams.
  • Review positions and cash-related reconciliations, and investigate and resolve reconciliation breaks.
  • Actively manage operational, reputational, settlement, and other risks.
  • Maintain a strong understanding of assigned tasks, including investment concepts, best practices, and system requirements.
  • Participate in cross-skilling assignments, prepare guides, and teach new joiners and less senior team members.
  • Escalate issues promptly to subject matter experts or technical/team leaders, and proactively mitigate process gaps or potential issues.
  • Think critically and act promptly to resolve and escalate issues.
  • Maintain good working relationships with Front Office, onshore, and offshore counterparts.
  • Perform root-cause analysis to identify production problems and errors, create and validate sequences of events, and develop timely solutions and controls.
  • Use tact to resolve conflicts.
  • Initiate and manage projects and process automations to promote service excellence.
  • Provide training and guidance to junior members and new joiners.

Desired Qualifications

  • Investment certification is an advantage.
  • Knowledge of Aladdin, Bloomberg, SimCorp Dimension, and custodian portals is highly preferred.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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