Senior Analyst, Investment Operations

Job description

The Global Middle Office team supports the end-to-end investment trade lifecycle, including trade matching, settlements, post-settlement activities, and cash management. The team works closely with Portfolio Managers, Traders, Brokers, Custodians, and various internal and external stakeholders to ensure investment transactions are processed accurately, efficiently, and within established risk and control frameworks. The Senior Analyst is responsible for performing complex operational activities, resolving trade and cash-related issues, mitigating operational risks, and ensuring high-quality service delivery.

The role requires a strong understanding of investment operations, trade lifecycle processes, and operational controls while contributing to process improvement initiatives and supporting continuous operational excellence. The incumbent serves as a key contributor to daily operations and supports business continuity through cross-training, issue resolution, and stakeholder engagement.

Position Responsibilities

• Perform daily operational support across Trade Matching, Settlements, Post-Settlement activities, and Cash Management functions.
• Investigate, analyze, and resolve trade and cash-related inquiries from Portfolio Managers, Traders, Brokers, Custodians, and internal investment teams.
• Monitor and actively manage settlement, operational, and reputational risks to minimize financial and operational impact.
• Provide coverage support across multiple functions and assist with workload balancing during resource constraints.
• Ensure accurate and timely processing in compliance with established procedures, controls, and service level expectations.
• Escalate critical issues, operational risks, and control breaches to SMEs, Team Leaders, or Management on a timely basis.
• Support root cause analysis of production issues, service operating events (SOEs), and process exceptions, and assist in implementing corrective actions.
• Participate in cross-skilling and knowledge-sharing initiatives to enhance team flexibility and resiliency.
• Assist in creating, maintaining, and updating operating procedures and process documentation.
• Build and maintain productive working relationships with Front Office, Onshore and Offshore counterparts, Brokers, and Custodians.
• Identify opportunities for process improvements, automation, and efficiency enhancements to improve service delivery. Support operational projects, testing activities, and implementation initiatives as assigned.

Required Qualifications

• Core Domain Experience Must Have Minimum 3 years of experience in Trade Support, Middle Office, Investment Operations, Fund Accounting, or related financial services functions. Strong understanding of trade lifecycle processes, settlements, cash management, and investment operations. Experience working in a control-focused operational environment. Knowledge of securities instruments and investment products..
• Systems & Platform Expertise Must Have High proficiency in Microsoft Office (word, excel, power point). Power Platform tools and VBA knowledge is preferred. Business systems (Bloomberg, Simcorp, Custodian portals, Market data and pricing platforms) experience required. Knowledge in BBG, SCD, Custodian Portals is highly preferred
• Technical & Functional Skills Must Have Strong analytical and diagnostic skills. Understanding of process design, controls, and operational workflows. Nice-to-Have Experience supporting multiple asset classes. Experience within global asset management, investment management, or shared service organizations. Investment-related certifications.
• Regulatory, Risk & Control Knowledge Must Have Understanding of operational risk and settlement risk management. Experience working within established operational controls and procedures. Knowledge of investment operations governance and control requirements.
• Stakeholder Management & Communication Must Have Strong verbal and written communication skills. Ability to communicate effectively across multiple stakeholder groups. Ability to use tact and diplomacy in managing challenging situations and service-related issues.
• Behavioral Competencies Must Have Strong problem-solving and critical-thinking skills. High attention to detail and accuracy. Strong ownership and accountability. Adaptability and flexibility in changing environments. Effective prioritization and time management skills. Collaborative team-player mindset.

Preferred Qualifications

Experience with CTM, Aladdin, Power BI, Power Automate, VBA, Data visualization and reporting tools Experience handling trade and cash-related investigations and exceptions. Ability to prioritize multiple competing activities in a fast-paced environment. Audit and compliance exposure. Experience supporting regulatory reviews. Experience coordinating across global teams and multiple regions. Continuous improvement mindset.

Strong initiative and proactive approach to identifying opportunities. Problems / Challenges Managing high-volume and time-sensitive operational activities with strict market deadlines. Investigating complex trade and cash exceptions involving multiple counterparties and systems. Addressing operational risks and settlement issues while maintaining service quality and productivity. Balancing multiple priorities during periods of increased volume, market volatility, or staffing constraints.

Supporting operational changes and new initiatives while maintaining business-as-usual responsibilities. Navigating ambiguous situations and determining appropriate escalation paths for complex issues.

Position Dimensions (Organizational Impact)

Supports critical investment operations functions across trade matching, settlements, post-settlement processing, and cash management activities. Contributes directly to accurate and timely processing of investment transactions supporting global investment portfolios. Partners with Portfolio Managers, Traders, Custodians, Brokers, and internal stakeholders across multiple regions. Plays a key role in reducing operational and settlement risk through effective monitoring, investigation, and escalation.

Supports operational excellence initiatives, process improvements, and service quality objectives. Contributes to business continuity by maintaining cross-functional knowledge and operational flexibility.

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 [email protected] .

Working Arrangement Hybrid