Investment Operations Senior Analyst

The Investment Operations Senior Analyst independently manages complex operational workflows, particularly within private debt and equity investments. This role requires strong judgment, ownership of deliverables, and the ability to resolve non-routine issues while providing operational guidance and continuous process improvement recommendations.

Position Responsibilities

• Ensure timely and accurate settlement of private placement and alternative investment transactions.

• Coordinate closely with custodians, internal Private Debt/Equity teams, and external counterparties to minimize service disruptions.

• Process cash movements, security transfers, and income allocations in accordance with contractual agreements.

• Monitor payment schedules, investigate variances, and ensure accurate posting of income, redemptions, and adjustments.

• Maintain and reinforce SOX controls related to key and non-key operational processes.

• Support internal and external audits by preparing documentation and responding to audit inquiries.

• Analyze operational workflows and recommend enhancements to improve efficiency, control, and client service.

• Manage competing priorities and reprioritize deliverables based on evolving business needs.

• Assume custody-related responsibilities (e.g., Vault custodian role) and ensure proper certification and safekeeping of private placement documentation.

• Actively participate in training, workshops, and continuous learning initiatives.

• Provide functional support and knowledge sharing to junior team members.

Decision-Making Authority

• Independently manage daily operational decisions within established policies.

• Prioritize work based on deadlines, complexity, and business impact.

• Escalate issues outside normal parameters to management with recommendations.

Required Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field; advanced certifications or graduate studies are an advantage.

• 3–5 years of experience in investment operations, private placements, or complex asset classes.

• Strong understanding of private debt, equity instruments, and settlement mechanics.

Preferred Qualifications:

• Proven ability to manage complex reconciliations and non-standard transactions.

• Strong analytical, communication, and stakeholder management skills.

• Ability to work effectively across regions and time zones.

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].