Data Analyst (Financial Management | Platform Operations) | Hybrid | Night Shift

INFINITO; Philippines; On-site; PHP 400,000 - 800,000; Full time

Job summary

Infinit-O in the Philippines seeks a Pre-Trade Platform Operations Analyst to ensure data accuracy and efficient pre-trade processes. You will collaborate across internal teams to document requirements, streamline workflows, and implement automation solutions that improve client and advisor experiences.

The role involves hands-on data reconciliation, platform updates, and maintaining standard operating procedures while supporting ongoing improvements across the pre-trade lifecycle.

Qualifications

• Bachelor’s degree completed.
• 1+ years of experience in operations, client service, or data analysis.
• Experience in financial services is a plus.

Responsibilities

• Support and drive operational process improvements and automation initiatives.
• Develop, implement, and maintain standard operating procedures.
• Monitor issues, escalate inconsistencies, and coordinate resolutions.
• Handle internal/external requests and update platform data accordingly.
• Evaluate and enhance macros, queries, dashboards, and automation logic.
• Contribute to platform enhancements and ad hoc projects.

Skills

Analytical skills

Communication skills

Organizational skills

Attention to detail

Multitasking

Education

Bachelor's degree in Computer Science, Economics, Business Administration, or related field

Tools

Excel (VLOOKUP, INDEX MATCH, Pivot Tables, VBA)

Job description

Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years.

We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members.

As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities.

Role Overview

The Pre-Trade Platform Operations Analyst supports the integrity and efficiency of Client's pre-trade processes by ensuring accurate fund setup, monitoring and updating platform data, and driving operational improvements. This role collaborates across internal teams to document requirements, streamline workflows, and implement automation solutions that improve the client and advisor experience. The analyst will be hands-on in managing data accuracy of the platform supporting operational readiness as part of the pre-trade lifecycle.

Key Responsibilities:

• Support operational processes and improvements, automation initiatives, and training efforts.
• Develop, implement, and maintain standardized operating procedures.
• Monitor for issues and risks, escalte any inconsistencies, and partner with leadership on resolution.
• Manage internal/ external requests in a timely manner and procedurally update the platform accordingly.
• Evaluate, design, and enhance any macros, queries, dashboards, and automation logic.
• Contribute to ongoing platform enhancements and other ad hoc operational projects as assigned.

Requirements

• Strong analytical skills with attention to detail.
• Moderate skills in Microsoft Suite, specifically Excel VLOOKUP, INDEX and MATCH, Pivot Tables, VBA, and macros
• Background in operational data reconciliation and quality assurance.
• Effective written and verbal communication skills with the ability to collaborate across teams.
• Highly organized with the ability to multitask, meet deadlines, and operate in a fast-paced environment.
• Demonstrated dependability and ability to handle confidential business information.

Qualifications

• Bachelor's degree in Computer Science, Economics, Business Administration, or a related field.
• 1+ years of relevant experience in operations, client service, or data analysis (preferred but not required).
• Prior experience in the financial services industry (preferred but not required).