Operations Executive (Data & Reporting) - KL

Doo Group; Kuala Lumpur; On-site; MYR 60,000 - 100,000; Full time

Job summary

Doo Group is seeking a Broker Operations Analysis professional in Kuala Lumpur to drive data-driven insights across CFD brokerage processes. You will collect and validate data, build dashboards, and deliver timely reports that support management decision-making.

The role focuses on operational data analysis, KPI development, and improving reporting efficiency using AI tools and automation. Excellent communication and ownership are essential.

Qualifications

• Previous experience within CFD, forex, brokerage, financial services or related industry strongly preferred.
• Good understanding of CFD brokerage operations and the client lifecycle.
• Experience working with operational data, reporting, or analysis.
• Comfortable working with large datasets and multiple data sources.
• Ability to organise, clean, validate, and interpret data accurately.
• Strong analytical and logical thinking.
• Good attention to detail and ability to identify inconsistencies in data.
• Ability to understand the business meaning behind numbers rather than only producing reports.
• Strong sense of ownership and accountability.
• Able to manage recurring reports and deadlines independently.
• Proactive in following up and providing progress updates without repeated reminders.
• Comfortable learning new tools, technologies, and methods of working.
• Good written and verbal communications skills.
• Able to work independently while collaborating effectively with different stakeholders.

Responsibilities

• Prepare daily, weekly, monthly, and ad-hoc operational reports for management and stakeholders.
• Collect, consolidate, clean, and validate data from different operational sources.
• Analyse operational data to identify trends, patterns, anomalies, performance gaps, and risks.
• Ensure reports are accurate, complete, timely and easy for stakeholders to understand.
• Develop and maintain reporting templates, dashboards, and performance-tracking tools.
• Improve existing reports to provide meaningful insights beyond raw numbers.
• Support management with data required for operational reviews and decision-making.
• Analyse historical data and provide comparisons or trend analysis as required.
• Translate business or operational questions into appropriate data analysis.
• Understand key operational processes within a CFD brokerage environment.
• Work with departments to understand context behind changes in data.
• Identify operational issues or opportunities through data rather than manual observation.
• Support the team in establishing meaningful KPIs and performance measurements.
• KYC/eKYC, Deposits & withdrawals, Operational ticket volumes, etc., as part of data analysis.
• Utilise SQL and AI tools to enhance productivity and reporting quality.

Skills

SQL

Advanced Excel

PivotTables

Data analysis

AI tools for data analysis

KYC/eKYC knowledge

CRM data handling

APIs basics

Tools

CRM software

Ticketing systems

Data integration concepts

Job description

Broker Operations Analysis

• Preparedaily, weekly, monthly,andad-hocoperational reports formanagementandrelevantstakeholders.
• Collect,consolidate,clean,and validatedata fromdifferentoperationalsources.
• Analyseoperationaldata to identify trends, patterns,anomalies, performance gaps,andpotentialrisks.
• Ensure reportsareaccurate,complete, timely,andeasy forstakeholderstounderstand.
• Developand maintain reporting templates,dashboards,and performancetrackingtools.
• Improveexisting reports to provide moremeaningfulinsightsratherthansimply presentingrawnumbers.
• Support management withdata required foroperationalreviewsanddecision-making.
• Analyse historicaldataand providecomparisonsor trendanalysis where required.
• Translate businessoroperationalquestions intoappropriatedataanalysis.
• Understand keyoperational processes withinaCFD brokerageenvironment.
• Work with relevantdepartments to understand thecontextbehindchangesinoperationaldata.
• Identifyoperational issuesoropportunities throughdata rather thanrelyingsolelyonmanualobservation.
• Support the team inestablishing meaningfulKPIsandperformancemeasurements.
• KYC/eKYC
• Operational ticketvolumes
• Deposits & withdrawals
• Operationalexceptions &trends
• SQL
• Advanced Microsoft Excel
• PivotTables and PivotCharts
• Lookup and dynamic array functions
• Experience using AI tools for data analysis and productivity.
• Experience analysing operational KPIs, SLA, productivity, or performance data.
• Basic understanding of APIs or data integration concepts.
• Experience working with CRM, ticketing, or operational databases.
• Actively leverage AI tools to improve workefficiencyand productivity.
• Use AIappropriately tosupportdataanalysis, research, report preparation,documentation,formulacreation,andproblem-solving.
• Identify repetitive reportingoroperational tasksthatcanbesimplifiedorautomated.
• Explore ways to reduce manualdata processingandimprovereportingefficiency.
• Use AIandautomation to improveexisting workflows while maintainingdataaccuracyandappropriate humanvalidation.
• Continuouslyexplore new toolsand technologies thatcanimprovethequalityandefficiencyof operationalwork.
• Share useful AI practices, prompts,or productivitymethods withthewiderteamwhereappropriate.
• Reviewand validate AI-generatedoutputs before using themforbusinessormanagementreporting.

Job Requirements

• Previousexperience withinCFD, Forex, brokerage, financialservices,fintech,orarelatedindustryisstronglypreferred.
• Good understandingof CFD brokerageoperationsand theclient lifecycle.
• Experience workingwithoperationaldata, reporting,oranalysis.
• Comfortable working with largedatasetsand multipledatasources.
• Ability toorganise,clean, validate,and interpretdataaccurately.
• Strong analyticalandlogicalthinking.
• Goodattention todetailandabilityto identifyinconsistenciesindata.
• Ability to understand the business meaning behindnumbersratherthanonlyproducingreports.
• Strong senseof ownershipandaccountability.
• Able to manage recurring reportsanddeadlinesindependently.
• Proactive in following upand providing progressupdates withoutrepeatedreminders.
• Comfortable learning new tools, technologies,andmethodsofworking.
• Good writtenand verbalcommunicationskills.
• Able to work independently whilecollaboratingeffectively withdifferent stakeholders.