Data & Operations Support (Day shift, Hybrid)

• Dynamic and innovative work environment
• Empowering leadership and mentorship opportunities
• Great work-life balance
  
  

About the Role

We are seeking Data & Operations Support for our team in Manila. This role provides vital support to our London-based Investment Research and Data teams, offering an excellent opportunity to gain exposure to the investment management industry.

The ideal candidate will have a strong eye for detail, proficiency with data management tools, and the initiative to contribute to process improvements within a fast-paced, global environment.

Key Responsibilities

Investment Research Support

• Prepare and format investment reports, client presentations, and other materials to a high professional standard.
• Assist in building research outputs, ensuring consistency, accuracy, and presentation quality.
• Maintain CRM tools (e.g., Salesforce) and investment databases—removing duplicates, verifying contacts, and ensuring data integrity.
• Support AI model training by organizing and formatting historical investment data for structured database use.
  
  

Data Capture & Quality Control

• Input investment fund and manager data into proprietary databases.
• Conduct validation and quality checks to ensure accuracy and completeness.
• Liaise with the London Data team to resolve discrepancies and maintain updated records.
• Contribute ideas for improving data capture processes and efficiency.
  
  

Key Competencies & Requirements

• Bachelor's degree (preferred) or equivalent practical experience.
• Strong proficiency in Microsoft Excel, Word, and PowerPoint (experience with UpSlide is an advantage).
• Excellent written and verbal English communication skills.
• High attention to detail and accuracy in data handling.
• Ability to follow structured workflows and meet deadlines in a fast-paced environment.
• Eagerness to learn about investments, research, and AI applications in finance.
  
  

Desirable Skills

• Experience using Salesforce CRM or similar systems.
• Background in financial or investment data management.
• Familiarity with structured/unstructured data preparation for analytics or AI models.
  
  

Personal Attributes

• Team-oriented with strong interpersonal skills.
• Proactive, self-motivated, and adaptable.
• Highly organized and able to manage multiple tasks effectively.
• Comfortable working across global time zones.
  
  

Tools & Systems Used

• Salesforce CRM
• Microsoft Office 365 Suite
  
  

Career Development

This role offers a clear path for progression into senior data analyst, operations, or investment support roles. You will receive structured training and gain firsthand exposure to the global investment consulting and asset management industry.

Bfinance Perks & Benefits

• Sign-on Bonus for qualified candidates
• International relocation opportunities to the London HQ
• Education and upskilling support (subject to approval)
• Team collaboration and company retreats
• Social and volunteering activities (2 paid volunteer days per year)
  
  

Work Setup

• Schedule: Monday to Friday, 12:00 PM - 8:00 PM PH Time
• Setup: Initially fully remote, with occasional meetups
• Future Hybrid Arrangement: Minimum 3 days onsite per week once the Manila office is established
• Hybrid policy subject to periodic review
  
  

Working at bfinance

At bfinance, we celebrate diversity and inclusion. We strive to build a workforce that reflects the clients we serve—where every employee feels valued, heard, and empowered to contribute unique perspectives.

As signatories to the PRI, we continue to advance our expertise in responsible investment and ESG advisory practices.

Your Data

bfinance supports the European GDPR framework for data protection. Our commitment to safeguarding your rights and information is outlined in our Privacy Policy, available on our website: www.bfinance.com.

ShoreXtra Perks

• Dayshift schedule
• Fixed Weekends off
• Game lounge
• Shorelife perks (gym membership discounts and more!)
• Engaging monthly activities
• Free and unlimited barista-style coffee
• BRONZE referral bonus