Business Process Optimization Expert

vor 2 Monaten


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

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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