Platform Solutions Analyst

Infinit-O; Santa Clara; On-site; PHP 335,000 - 614,000; Full time

Job summary

Infinit-O in the Philippines is seeking a Pre-Trade Platform Operations Analyst who will ensure data accuracy, support pre-trade processes, and drive operational improvements. You will collaborate with internal teams to document requirements, streamline workflows, and implement automation that enhances client and advisor experience.

The role requires strong analytical skills, advanced Excel capabilities (VLOOKUP, INDEX/MATCH, Pivot Tables, VBA), data reconciliation and quality assurance, plus

Qualifications

• Strong analytical skills with attention to detail.
• Moderate Microsoft Excel skills: VLOOKUP, INDEX/MATCH, Pivot Tables, VBA.
• Background in operational data reconciliation and quality assurance.
• Effective written and verbal communication and cross-team collaboration.
• Highly organized, able to multitask, meet deadlines in a fast-paced environment.
• Demonstrated dependability and ability to handle confidential business information.

Responsibilities

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

Skills

Analytical thinking

Excel

VLOOKUP

Index/Match

Pivot Tables

VBA

Macros

Queries

Dashboards

Automation

Data reconciliation

Quality assurance

Written and verbal communication

Organizational skills

Confidential data handling

Education

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

Tools

Macros

Queries

Dashboards

Automation scripting

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.

Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.

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, elevate 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).