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, escalate 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).

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