Job Description
About Us
We are 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.
Key Responsibilities:
1. Perform day-to-day operations for Trade Support, Trade Matching, Trade Settlement and Cash Management functions.
2. Communicate, investigate and resolve trade and cash queries and issues raised by Front Office (Portfolio Managers / Traders) Brokers, Custodians, and Internal Investment teams.
3. Actively manages risks related to trades and cash to avoid failed settlement.
4. Perform periodic trade and cash reporting for Onshore counterparts.
5. Improve business processes and controls to mitigate operational risks.
6. Effectively communicate significant production updates and challenges to Manager in a timely manner.
Qualifications:
1. Bachelor's degree in Business Administration, Accounting, Finance, Economics or any related business-related course.
2. Minimum 2 years related work experience.
3. Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND / OR current external environment / situation) and must be willing to report on mid shift schedule.
4. Knowledge in securities instruments, operational processes and trade life cycle.
5. Good analytical and diagnostic skills with knowledge and understanding of process design.
6. Excellent communication skills (written and verbal) with strong comprehension and confidence.
7. Strong investment, markets and trades knowledge.
8. Proactive and willing to thrive in a highly critical function.
9. Demonstrates strong flexibility in the face of ambiguous situations, shifting demands, and challenging work environments.
10. Uses diplomacy and tact to resolve difficult situations. Escalates serious issues to the Manager.
Domain Knowledge Requirements:
1. Understands the concepts surrounding Trade Support functions and the trade life cycle; middle office and trade settlements and cash management experience is highly preferred.
2. Possesses a fundamental understanding of investment transactions, trade lifecycle, and various asset classes.
3. Good working knowledge in using Bloomberg, BBH, Custodian platforms.
4. Intermediate to advanced knowledge regarding Cash Management, Data Management, Pricing, Settlements, Reconciliation, Transactions, Transfers processes.