Investment Operations Analyst

Manulife

Investment Operations Analyst responsible for processing client requests in Investment products. Ensuring service quality and handling complex client inquiries in a hybrid role.

Posted 5/22/2026full-timeQuezon City • 🇵🇭 PhilippinesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Process and communicate moderate to complex client requests for Investment products
Handle trade reversals/adjustments utilizing multiple administrative systems
Maintain outlined service levels and quality and productivity standards
Identify Not-In-Good-Order cases and take necessary actions
Manage and respond to inquiries from various internal and external stakeholders
Conduct research and investigation on escalated items
Provide support for industry specific training and interdepartmental cross training

Requirements

What you’ll need

Bachelor's degree in Business Administration, Finance, Economics or any related course
At least 2-4 years relevant professional experience preferably in Investment/Wealth, Securities or similar industry
BPO/Shared Service experience would be an asset
Proficient in MS Office Suite, Outlook and Teams
Preferably with experience in Mainframe and/or Form based applications

Benefits

Comp & perks

Health insurance
Flexible work arrangements
Professional development opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Investment productsTrade reversalsNot-In-Good-Order identificationResearch and investigation

Soft Skills

CommunicationClient managementStakeholder engagementCross training

Certifications

Bachelor's degree in Business AdministrationBachelor's degree in FinanceBachelor's degree in Economics