Investment Operations Specialist, Optimization & Automation

In this role, you will help maintain data integrity, mitigate operational risk, and deliver reliable reporting that enables informed business decisions. You'll gain valuable exposure to global financial markets while collaborating with cross-functional teams and driving process improvements through automation and analytics. This is an excellent opportunity to build specialized expertise in investment operations and advance your career within a globally connected organization.

Position Responsibilities

• Process trades, corporate actions, and cash/stock transactions accurately and within established service level agreements
• Verify entitlements and corporate action details with custodian banks to ensure proper execution and settlement
• Monitor and resolve reconciliation breaks, trade exceptions, and operational discrepancies in a timely manner
• Collaborate with fund managers, custodians, proxy vendors, and internal stakeholders to ensure seamless operational support
• Submit and validate client instructions while ensuring acceptance and execution by custodian banks
• Prepare and deliver periodic reports to internal business partners and external clients as required
• Maintain accurate documentation and adherence to established operational controls and procedures
• Identify process gaps and contribute to automation, efficiency initiatives, and control enhancements
• Support team development through knowledge sharing, cross-training, and mentorship of junior associates
• Stay informed on market trends, securities industry developments, and operational best practices

Required Qualifications

• 3–5 years of experience in investment operations, asset servicing, trade settlements, reconciliations, onboarding, static data management, or related functions
• 3–5 years of experience utilizing business intelligence, workflow automation, data visualization, or related analytical tools
• Bachelor’s degree in finance, Business Administration, Computer Science, Data Analytics, Information Technology, or a related field Strong analytical and problem-solving skills with intermediate to advanced proficiency in Microsoft Office applications
• Working knowledge of investment products, securities processing, and operational controls Experience with Microsoft Power Platform tools and process improvement initiatives

Preferred Qualifications

• Experience working in global investment operations or financial services environments
• Knowledge of corporate actions, proxy voting, asset servicing, and trade life cycle processes
• Exposure to workflow automation, process optimization, or digital transformation initiatives
• Basic knowledge of database management concepts and SQL queries
• Strong stakeholder management, communication, and collaboration skills across global teams
• Continuous improvement mindset with a passion for operational excellence and innovation

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 .

Working Arrangement

Hybrid