Manulife
Financial Services
PrivatePlacementSpecialist
Neural analysis suggests this role is
optimal for Mid candidates.
“Private Placement Specialist at Manulife. Skills: Private Placement, cash management, Private Equity operations. Ensure timely and accurate settlement of Private Placement. Coordinate with custodians, internal stakeholders, and external counterparties”
Industry & Context.
analytical skills; problem-solving skills
work night shift
What They're Looking For.
Must Have
5–6 years relevant experience, 2–3 years Private Equity operations experience, Bachelor's degree Finance, Accounting, Management, or related field, analytical and problem-solving skills, Effective written and verbal communication skills, Proficiency in MS Office, experience with custodial banking systems, Willingness to work night shift
Nice to Have
Experience working with global markets, Knowledge of private credit, debt, and equity instruments, Exposure to audit processes and regulatory requirements, stakeholder management and collaboration skills, Continuous learning mindset, participation in certifications or professional development programs
What You'll Do.
Ensure timely and accurate settlement of Private Placement
Coordinate with custodians
internal stakeholders
and external counterparties
Resolve discrepancies
Process and monitor custodial transactions
Process security transfers
Process cash movements
Track payment schedules
Allocate investment income accurately
Ensure timely receipt of funds
Maintain compliance with established controls and procedures
Identify process improvements
Contribute to enhancement of operational workflows
Stay updated on market developments
Support team collaboration
Support cross-training initiatives
Support ad hoc operational requirements
How You'll Work.
Team & Collaboration
internal stakeholders; external counterparties; global team
Communication Scope
written communication; verbal communication
Full Job Description
This role provides the opportunity to support global Private Markets operations by ensuring the seamless settlement of Private Placement transactions across Canada, Asia, and the U.S. You will play a critical role in maintaining operational accuracy, managing post-trade activities, and collaborating with internal and external stakeholders. Through this role, you will gain exposure to complex private credit and equity instruments while contributing to the efficiency and integrity of investment operations. You will also strengthen your expertise in global financial markets and work within a highly collaborative and dynamic environment. ### **Position Responsibilities:** • Ensure timely and accurate settlement of Private Placement transactions across multiple regions • Coordinate with custodians, internal stakeholders, and external counterparties to resolve discrepancies and minimize risks • Process and monitor custodial transactions, security transfers, and cash movements in line with contractual agreements • Track payment schedules, allocate investment income accurately, and ensure timely receipt of funds • Maintain compliance with established controls and procedures, including SOX requirements and audit support • Identify process improvements and contribute to the enhancement of operational workflows • Stay updated on market developments impacting private credit, debt, and equity instruments • Support team collaboration, cross-training initiatives, and ad hoc operational requirements. ### **Required Qualifications:** • 5–6 years of relevant experience in Private Placements, with focus on cash management within a banking or financial institution • 2–3 years of experience in Private Equity operations • Bachelor’s degree in Finance, Accounting, Management, or related field • Strong analytical and problem-solving skills with the ability to adapt to changing priorities • Effective written and verbal communication skills • Proficiency in MS Office and experience with cust
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