Financial Services Specialist

vor 1 Woche

Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

About the Role

We are seeking a highly skilled Financial Services Specialist to join our team at Company 81 - Manulife Data Services Inc. This is an exciting opportunity to work with a leading international financial services group that helps people make their decisions easier and lives better.

Key Responsibilities

  • Ensure the completion of team's daily business deliverables and adherence to agreed Service Level Agreement and Schedule of Services.
  • Work with Investment Operations and other internal/external teams on process and production updates and issues relevant to completion of tasks at hand.
  • Review Cash and Position exceptions as part of the Recon Governance model.
  • Deliver and/or quality check simple to complex data-structured dashboards. Be able to train team members in building business dashboards.
  • Lead operational process improvements, recommend, and initiate tactical solutions/initiatives and actively participate on projects such as system transitions (UAT), process transformations etc.
  • Aid in the successful delivery of compliance, audit, and regulatory facilitated requirements.
  • Aid in the technical capability development of the team. To ensure procedures are updated and lead the annual procedure exercise.
  • Aid in the preparation of Management Information reports such as data gathering, data cleansing.
  • Remain updated with relevant industry development and market-specific best practices.
  • Act as back-up Subject Matter Expert as required, participate in a regular program of industry-specific training and interdepartmental cross-training to ensure continuity of service and capability development.

Requirements

  • Bachelor's degree in business administration, Accounting, Finance, Economics or any related course.
  • With at least five years related work experience.
  • CISI certifications, CPA/CFA designation is an advantage.
  • Project Management and Operational Excellence training / certification such as PMO, Agile - SCRUM, Six Sigma an advantage.
  • Operational experience in functions related to Investments / Market Operations such as reconciliations, asset servicing, settlements, onboarding, static.
  • At least intermediate knowledge on different investment products required.
  • Intermediate to Advanced MS Office skills
  • Track record of continuous improvement projects leveraging Power Platform is an advantage
  • Experience delivering automation projects in collaboration with Robotics and Machine Learning Technology teams is an advantage
  • Knowledge in third party financial data platforms eg. OMGEO, Bloomberg is an advantage

Competencies

  • Has in-depth knowledge of the Investments / Markets Operations business and the different functions in the trade lifecycle.
  • Basic knowledge of related Disciplines and be able to assist team members with less experience.
  • Keen attention to details and with a strong analytical ability and capability to resolve complex problems and takes perspectives on existing solutions.
  • Excellent verbal and written communication and interpersonal skills.
  • Flexible and agile – quick to pick-up on tight deadlines and changes in requirements.
  • Strong Risk and Controls acumen – attention to quality, able to perform investigation and root cause analysis on operational incidents and assist with internal and external audit and key controls activities.
  • Can lead projects or project steps within a broader project, contributes to process improvements.
  • Effective Facilitation and Presentation skills.
  • Ability to perform quality check / controls and administer technical coaching for performance as needed.
  • Client focused and ability to work on prioritizing responsibilities.
  • Highly trainable and ability to work independently with minimal guidance and supervision.

What We Offer

  • A competitive salary and benefits packages.
  • A growth trajectory that extends upward and outward, encouraging you to follow your passions and learn new skills.
  • A focus on growing your career path with us.
  • Flexible work policies and strong work-life balance.
  • Professional development and leadership opportunities.

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

  • Risk Management Specialist

    vor 4 Wochen

    Zürich, Zürich, Schweiz KPMG AG Vollzeit

    Join Our Team as a Risk Management SpecialistWe are seeking a highly motivated and experienced Risk Management Specialist to join our team at KPMG AG. As a Risk Management Specialist, you will play a key role in providing high-quality advisory services to our clients in the financial services industry.Key ResponsibilitiesSupport and lead projects related to...

  • Financial Services Lawyer, Regulatory Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Walder Wyss Vollzeit

    **About Walder Wyss**Our firm is a leading player in the Swiss financial services industry, providing expert legal advisory services to clients across the entire spectrum of financial services. Our lawyers possess a deep understanding of the complex regulatory landscape and have extensive experience in accompanying transactions, including those related to...

  • Financial Governance Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Job Title: Financial Governance SpecialistAt Company 81 - Manulife Data Services Inc., we are seeking a highly skilled Financial Governance Specialist to join our team. As a key member of our organization, you will play a critical role in ensuring the effective management of our financial operations.Key Responsibilities:Ensure the completion of daily...

  • Mobile Financial Services Expert

    vor 3 Wochen

    Zürich, Zürich, Schweiz Business & Finance Consulting Vollzeit

    Job Title: Mobile Financial Services SpecialistWe are seeking a highly skilled Mobile Financial Services Specialist to play a key role in driving the growth of mobile financial services in Africa.Key Responsibilities:Collaborate with financial institutions and mobile network operators to align implementation of deliverables and ensure successful project...

  • Financial Governance Specialist

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Job DescriptionJob SummaryWe are seeking a highly skilled Financial Governance Specialist to join our team at Company 81 - Manulife Data Services Inc. The successful candidate will be responsible for ensuring the completion of daily business deliverables and adherence to agreed Service Level Agreement and Schedule of Services.Key ResponsibilitiesEnsure the...

  • Financial Governance Specialist

    vor 23 Stunden

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    About the RoleWe are seeking a highly skilled Financial Governance Specialist to join our team at Company 81 - Manulife Data Services Inc. As a key member of our Investment Operations team, you will be responsible for ensuring the completion of daily business deliverables and adherence to our Service Level Agreement and Schedule of Services.Key...

  • Financial Crime Risk Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    Job Title: Financial Crime Risk Specialistconi+partner AG is seeking a highly skilled Financial Crime Risk Specialist to join our team. As a key member of our compliance department, you will be responsible for monitoring the Bank's risks from a compliance and regulatory perspective, with a focus on money laundering, bribery, corruption, fraud, financial...

  • Financial Markets Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz Finders SA Vollzeit

    Job Title: FMI Project SpecialistAbout the Role:This is an exciting opportunity to join Finders SA as a FMI Project Specialist, working with a leading banking and asset management group. As a key member of the team, you will be responsible for conducting gap analyses, deriving business requirements, and collaborating with technical experts to define...

  • IT Audit Financial Services Specialist

    vor 4 Wochen

    Zürich, Zürich, Schweiz KPMG AG Vollzeit

    Job DescriptionAs an IT Audit Financial Services Specialist at KPMG AG, you will play a crucial role in evaluating the effectiveness of our clients' IT systems and processes. You will work with leading financial institutions to identify and mitigate IT-related risks, ensuring compliance with regulatory requirements and industry standards.Key...

  • Technical Support Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    About the RoleWe are seeking a highly skilled Business Systems Analyst to join our team at Company 81 - Manulife Data Services Inc. as a key member of our Digital Wealth team.Key ResponsibilitiesSupport and maintain critical digital wealth applications across several markets in Asia.Collaborate with internal and external customers, business partners, and...

  • Financial Operations Specialist

    vor 23 Stunden

    Zürich, Zürich, Schweiz NonStop Consulting Vollzeit

    Financial Operations SpecialistWe are seeking a skilled Financial Operations Specialist to join our team at NonStop Consulting. As a key member of our accounting team, you will be responsible for overseeing the financial operations for multiple branches, preparing comprehensive monthly and annual financial statements, and serving as a liaison between...

  • Financial Governance Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    Job SummaryWe are seeking a highly skilled Financial Governance Specialist to join our team at Company 81 - Manulife Data Services Inc.Key ResponsibilitiesEnsure the timely completion of daily business deliverables and adherence to Service Level Agreements and Schedules of Services.Collaborate with Investment Operations and other internal/external teams to...

  • Financial Services Tax Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz HR Talent House SA Vollzeit

    Job Title: Financial Services Tax ManagerAt HR Talent House SA, we are seeking a highly skilled Financial Services Tax Manager to join our team. As a key member of our organization, you will be responsible for advising clients in the financial sector on withholding tax and stamp duty issues.Key Responsibilities:Oversee and coordinate projects for domestic...

  • Financial Services Tax Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz HR Talent House SA Vollzeit

    Job Title: Financial Services Tax ManagerAt HR Talent House SA, we are seeking a highly skilled Financial Services Tax Manager to join our team. As a key member of our organization, you will be responsible for advising clients in the financial sector on withholding tax and stamp duty issues.Key Responsibilities:Oversee and coordinate projects for domestic...

  • Financial Crime Risk Specialist

    vor 3 Wochen

    Zürich, Zürich, Schweiz coni+partner AG Vollzeit

    Job Title: Financial Crime Risk SpecialistWe are seeking a highly skilled Financial Crime Risk Specialist to join our team at coni+partner AG. As a key member of our compliance team, you will be responsible for monitoring and mitigating financial crime risks for our international private bank client.Key Responsibilities:Monitor and analyze financial...

  • Financial Markets Specialist

    Vor 3 Tagen

    Zürich, Zürich, Schweiz Ebury Vollzeit

    Ebury is a leading FinTech firm that offers a range of innovative financial products and services to small and medium-sized enterprises (SMEs) and SMEs+. As a Financial Markets Specialist, you will play a key role in expanding our customer base and driving business growth.About the RoleYou will be responsible for generating new business leads, creating and...

  • Tax Consultant

    Vor 3 Tagen

    Zürich, Zürich, Schweiz HR Talent House SA Vollzeit

    As a Tax Consultant - Financial Services, you will be responsible for advising clients in the financial sector on withholding tax and stamp duty issues. You will oversee and coordinate projects for both domestic and international clients, performing tax analyses and evaluating financial products and derivative financial instruments. You will also collaborate...

  • Compliance Officer

    vor 1 Monat

    Zürich, Zürich, Schweiz Alpinum Solutions AG Vollzeit

    {"h2": "Job Overview", "p": "At Alpinum Solutions AG, we are seeking a highly skilled Compliance Officer to join our team. As a key member of our Financial Services department, you will be responsible for ensuring the highest standards of compliance and regulatory adherence in our client accounts.Your primary focus will be on reviewing domestic and...

  • Tax Consultant

    vor 1 Monat

    Zürich, Zürich, Schweiz HR Talent House SA Vollzeit

    Job SummaryWe are seeking a highly skilled Swiss Tax Expert to join our team at HR Talent House SA. As a key member of our financial services team, you will be responsible for providing expert tax advice to clients in the financial sector.Key ResponsibilitiesAdvise clients on withholding tax and stamp duty issues, with a focus on the financial sector.Oversee...

  • Operational Excellence Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Company 81 - Manulife Data Services Inc. Vollzeit

    About the RoleWe are seeking a highly skilled Operational Excellence Specialist to join our team at Company 81 - Manulife Data Services Inc. As an Operational Excellence Specialist, you will play a key role in driving process improvement and delivering exceptional results.Key ResponsibilitiesExecute tasks assigned by the project manager, focusing on...