Business Process Optimization Expert
vor 2 Monaten
About the Role
Company 81 - Manulife Data Services Inc. is seeking a highly skilled Trade Management Specialist to join our team. As a Trade Management Specialist, you will play a critical role in supporting multiple products, projects, and managing day-to-day business deliverables.
Key Responsibilities
- Collaborate with Operations Leaders and Business Stakeholders to ensure optimal efficiency in operational workflow.
- Establish and improve existing processes to meet Firm and regulatory standards.
- Support daily trade management, including start-of-day trade confirmation, settlements, positions review, FX processing, and other relevant tasks.
- Monitor and liaise with brokers, custodians, and internal business units to ensure timely and accurate trade processing.
- Resolve escalated trade settlement issues in a timely and professional manner.
- Develop and maintain enhanced procedures and controls within investment operations to ensure consistent high-quality services.
- Collaborate with key stakeholders, including regional and country investment operations teams, Portfolio Management, Project Management Office, Technology, Product, Portfolio Specialist, and Risk and Compliance teams.
- Assist in providing training for Investment Operations staff to build expertise and enhance Investment Operations capabilities.
- Participate in Investment Operations projects, working closely with other offices and/or the Asia Project Management teams to ensure efficient and effective implementation.
- Undertake ad hoc assignments or special business projects as assigned.
Requirements
- Bachelor's degree in Accounting, Finance, or Business with 6+ years' experience across investment operations, with at least 4+ years' direct experience working in a Middle Office/Cash Management/Investment Operations environment.
- Experience and knowledge of Middle Office/Investment Operations' policies and procedures, including cash management, trade management, trade support, corporate actions, pricing, and valuations, and fund operations.
- Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime, dependent on business need and/or current external environment/situation.
- Applicants should be willing to report to Company 81 - Manulife Data Services Inc. offices.
Minimum Skills to Hire/Must Haves
- High proficiency in Microsoft Office (Word, Excel, PowerPoint). Power Platform tools and VBA knowledge is preferred.
- Business systems (Bloomberg, OMGEO CTM, Simcorp, Custodian portals) experience required.
- Strong communication skills, with the ability to understand, negotiate, and influence business stakeholders.
- Strong problem-solving skills, with the ability to research issues where the resolution is not readily apparent.
- Good team player with strong written, and verbal communication skills, reading comprehension, and the ability to build relationships across multiple levels of the organization.
- Proactive/can-do approach and attitude. Thorough attention to detail and accuracy of delivery.
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