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Junior Investment Operations Officer

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Manulife

Nov 4, 2024

  • Job
    Full-time
    Senior Level
  • Accounting & Tax
    Banking & Finance
  • Quick Apply

AI generated summary

  • You need a Bachelor’s in Accountancy, CPA, 5+ years in Finance or Accounting, strong analytical skills, teamwork, Excel proficiency, and experience with data automation tools.
  • You will oversee retirement fund operations, settle trades, manage fund setups, review reconciliations, perform financial transactions, ensure KYC compliance, submit reports, and streamline processes.

Requirements

  • Bachelor’s degree in Accountancy, CPA
  • With more than 5 years of experience in Finance, Financial Accounting, Investment Operations or Audit
  • Highly analytical and with strong problem solving skills and detail oriented
  • Encourage and drive changes within a highly dynamic, fluid environment.
  • Good team player with strong written and verbal communication skills and the ability to build relationships across multiple levels.
  • Strong Microsoft Excel skills
  • Knowledgeable on Data Automation Tools

Responsibilities

  • Provide oversight on all operations activities related to retirement funds including the outsourced services to be provided by third party trustee administrator (i.e. periodic tax filings, benefit payment computation, etc.)
  • Timely and accurate settlement of trade (Equities, FI, UITF, and MF) transactions
  • Setup of new funds in relevant Manulife and Custodian/Fund Administrator systems
  • Review of daily reconciliations performed by third party service provider (cash, position, price and fund oversight)
  • Perform funds related financial transactions and reconciliation of bank balances.
  • Fulfillment of onboarding/KYC requirements with Banks/Counterparties
  • Responsible for the timely and accurate submissions of reports submitted to local and regional management
  • Responsible for the record management of various operational documents and updating of investment operations process manuals
  • Responsible for the continual streamlining of investment operations functions through process improvements and automations
  • Perform other duties and work assignments under investment operations, as required.

FAQs

What is the role of a Junior Investment Operations Officer?

The Junior Investment Operations Officer is responsible for overseeing retirement funds' operations, ensuring timely tax filing submissions, processing financial transactions, and performing reconciliations, among other duties related to investment operations.

What qualifications are required for this position?

A Bachelor’s degree in Accountancy and CPA certification, along with more than 5 years of experience in Finance, Financial Accounting, Investment Operations, or Audit, are required.

Are there opportunities for professional development?

Yes, there are professional development and leadership opportunities available to encourage career growth.

What skills are important for this role?

Important skills include strong analytical and problem-solving abilities, attention to detail, proficiency in Microsoft Excel, and knowledge of data automation tools.

Is teamwork emphasized in this position?

Yes, the role requires a good team player with strong written and verbal communication skills to build relationships across multiple levels.

How does the company approach diversity and inclusion?

The company is committed to creating an inclusive workplace that embraces diversity, ensuring fair recruitment, retention, advancement, and compensation practices.

What can I expect in terms of work-life balance?

The company offers flexible work policies and emphasizes a strong work-life balance for its employees.

What type of financial transactions will I be responsible for?

The Junior Investment Operations Officer will perform funds-related financial transactions and reconciliations of bank balances, including the timely and accurate settlement of trade transactions.

Is prior experience in investment operations necessary?

Yes, having experience in Investment Operations or related fields is essential for this position.

Who do I contact for accommodations during the application process?

You can contact recruitment@manulife.com to request a reasonable accommodation during the application process.

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Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.