Financial Operations & Data Integrity Associate

Infinit-O; Pasay; Remote; PHP 502,000 - 837,000; Full time

Job summary

Infinit-O is seeking a detail-oriented Operations Associate to perform daily data checks, reviews, and reporting across onshore and offshore processes in a fast-paced setting.

The role requires strong SLA adherence, Excel proficiency (Pivot, lookups), and effective communication with clients and teams. A background in finance and 1–3 years in the industry is preferred; midshift to night shifts are required.

Qualifications

• Must be proactive, motivated, detail-oriented, a team player and knows how to work with Service Level Agreements (SLA) and metrics.
• Possess excellent communication (oral and written) and client service skills
• Proficient in MS Office applications, especially Outlook and Excel (Pivot, lookups, logical statements)
• Can work with minimal supervision and deliver high quality output.
• Strong analytical and problem-solving skills are required.
• Understanding of various financial instruments e.g., stocks, bonds, money market, etc. and/or investment funds e.g., Mutual Funds, Hedge Funds, Separately Managed Accounts, etc.
• 1– 3 years’ background in the financial industry is preferred.
• Amenable to work from Midshift to Night Shift.
• Comfortable working in a rapidly changing, team-based work environment

Responsibilities

• Daily review of all active/pipeline accounts
• Monitoring of various dashboards and reports
• Provide updates on designated checks
• Perform various data checks as requested
• Update different reports on a periodical basis
• Conduct checks related to onboarding/analysis requests

Skills

Attention to detail

Communication skills

MS Office proficiency

Analytical thinking

Team player

SLA awareness

Minimal supervision

Education

Bachelor’s/College Degree in Financial Management, Banking & Finance, Business Management or related

Tools

Excel

Pivot tables

LOOKUP functions

Outlook

Job description

Infinit-O is seeking a detail-oriented Operations Associate to perform daily data checks, reviews, and reporting across onshore and offshore processes in a fast-paced setting.

The role requires strong SLA adherence, Excel proficiency (Pivot, lookups), and effective communication with clients and teams. A background in finance and 1–3 years in the industry is preferred; midshift to night shifts are required.