Financial Platform Operations Data Analyst | Automation & Insights

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 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.