Senior Investment Operations Specialist

Job Description

This role is primarily accountable for processing and communications for all complex client requests for one or more product lines OR multiple transaction categories. Progress will be made towards full proficiency and sound business knowledge regarding all complex transaction types within these product lines OR multiple transaction categories. Further research and investigation to correct/adjust trades. Dedication to maintaining the outlined service levels and quality and productivity standards is required and will be used to measure success. Position Responsibilities: Diligently work with the clients to obtain timely responses and/or elections from fund managers. Timely submission of responses and/or elections and ensure such instructions are received and accepted for processing by the custodian banks. Verify entitlements with respective custodian banks for daily corporate action events. Ensure accurate and timely processing of trades, corporate action events and cash and stock transactions into the system. Review reconciliation discrepancies and process necessary adjustments into the accounting system. Manage trade exceptions trapped in the system exception queue. Acts as a liaison between onshore and proxy vendor. Provide periodic reports to business units and/or clients. Work within existing procedures and processes ensuring clear and concise documentation is created and maintained. 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. Recognize lapses on different workflows and recommend/initiate process improvements/control measures Mentor junior associates by conducting training and preparing/updating conceptual reference materials Actively participate in regular service calls with various internal clients. Remain updated with relevant securities industry development and market-specific best practices Required Qualifications: Bachelor’s degree in Finance or Accounting or any business-related course With at least 3 to 5 years of investment experience Amenable to work on a night shift work schedule and hybrid work arrangement (3x work on site) Ability to work well independently as well as with others as part of a team Preferred Qualifications: Ability to grasp new concepts and information quickly Strong communication skills – both written and verbal Strong customer service orientation Should possess a desire to learn new skills, adapt and take on new challenges 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 lear

Required Skills