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Investment Operations Analyst

Investment Operations Analyst

ManulifeToronto, Ontario
30+ days ago
Salary
CA$75.00 hourly
Job type
  • Full-time
Job description

Job Description

This role will be responsible in handling complex cases administering an end-to-end process for one or more Investment product line.

This includes making necessary trade corrections or adjustments to the client's account; investigating and closing of escalated cases; generating and completing control reports to monitor day-to-day transactions and reconciling discrepancies as necessary.

Key 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 InforceIdentify Not-In-Good-Order and make necessary actions Manage and respond to inquiries from various internal and external stakeholdersResearch 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 exisitng 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

    • Qualifications :

  • Bachelor's degree in Business Administration, Finance, Economics or any related course
  • At least 2- 4 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
  • Hybrid Work Arrangement : Amenability and readiness to work onsite and from home anytime (dependent on business need AND / OR current external environment / situation) and must be willing to work on night shift schedule.

    • Minimum Skills to Hire / Must Haves :

  • Proficient in MS Office Suite, Outlook and Teams Preferably with experience in Mainframe and / or Form based applications
  • Core competencies
  • Strong communication skills (verbal and written) in English
  • Strong Attention to Detail
  • Excellent analytical, research and problem-solving skills
  • Extensive knowledge of Investment Products
  • Solid interpersonal skills to interact with, and establish relationships with the Business Units.
  • Makes decisions in the absence of rules and / or in complex situations
  • Strong organizational and time management skills with the ability to be flexible to changing environments
  • Ability to work independently and willing to collaborate with other team members

    • Let's make every day better together. Learn about our opportunities at JOBS.MANULIFE.COM

    About Manulife and John Hancock

    Manulife Financial Corporation is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, Canada, we operate as Manulife across our offices in Asia, Canada, and Europe, and primarily as John Hancock in the United States. We provide financial advice, insurance, and wealth and asset management solutions for individuals, groups and institutions. At the end of 2022, we had more than 40,000 employees, over 116,000 agents, and thousands of distribution partners, serving over 34 million customers. At the end of 2022, we had $1.3 trillion (US$1.0 trillion) in assets under management and administration, including total invested assets of $0.4 trillion (US $0.3 trillion), and segregated funds net assets of $0.3 trillion (US$0.3 trillion). We trade as ‘MFC’ on the Toronto, New York, and the Philippine stock exchanges, and under ‘945’ in Hong Kong.

    Manulife is an Equal Opportunity Employer

    At Manulife / JohnHancock, we embrace our diversity. We strive to attract,developandretaina 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 toprovideequal 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 withapplicable laws and Manulife / John Hancock policies. To request a reasonable accommodation in the application process, contact .