Investments Analyst RIO Fund Oversight
Manulife
Quezon City
15h ago

Job Description

Investments Operations is looking for recent graduates who are passionate in building their Investments Finance career in Manulife.

As a successful candidate your career will flourish with our strong commitment to personal and professional development and growth.

The Investments Graduate Program is a combination of classroom training, hands-on work immersion, and individual coaching and mentoring.

You will work with one of the Investments Teams to get exposed to actual processes and will be assigned to mentor to assess your progress and development.

Key Accountabilities

  • Perform delegated tasks within the assigned team
  • Attend classroom and online trainings and complete requirements within the expected time frame.
  • Report for coaching and mentoring sessions and discuss opportunities for further development.
  • Assimilate learnings in actual work and dealings with colleagues and stakeholders.
  • The role is responsible for the preparation of month end Fee calculation and Fee settlement of the Mutual and Pension Funds managed by MIMHK.
  • The subject also reviews the management fees and rebate / trailer fees for the different platforms handled by the team.
  • Ensures that fee calculated is in accordance with the set agreement, and investigating the factors that affects the movement of fees should it exceed the threshold.
  • Other duties and responsibilities assigned by the immediate manager.
  • Minimum Skills Requirement

  • Bachelor's degree in Finance, Business, Management, Economics, Mathematics, IT
  • Proven drive to excel
  • Passion for continuous learning
  • Track record for leadership
  • Very good communication and inter-personal skills
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