Data and Operations Support Analyst

About us

bfinance is an award-winning specialist consultant that provides investment implementation advice to institutional investors around the globe. Founded in 1999, the London-headquartered firm has conducted engagements for more than 500 clients in over 45 countries and has 11 offices globally.

Services include manager search and selection, strategic asset allocation, portfolio design, fee analysis, performance monitoring, risk analytics and other portfolio solutions. With customised processes tailored to each individual client, the firm seeks to empower investors with the resources and information to take key decisions. The team is drawn from portfolio management, research, consultancy and academia, combining deep sector-specific expertise with global perspective.

The Role

We are seeking motivated Junior Analysts to join our offshore Data & Operations Support team. The role provides essential support to our London-based Investment Research team and Data team. Successful candidates will gain exposure to the investment management industry while developing strong technical and operational skills in data handling, reporting, and process improvement.

Key Responsibilities

Investment Research Support

• Prepare and format investment reports, client meeting materials, and presentation decks to a high professional standard.

• Assist in report building for research outputs ensuring consistency, accuracy, and presentation quality.

• Maintain and update CRM tools (e.g. Salesforce) and investment databases by removing duplicates, verifying contacts, and ensuring data integrity.

• Support AI model training by organizing, cleaning, and formatting historical investment data for ingestion into structured databases.

Data Capture & Quality Control

• Manually input investment fund and manager data into proprietary company databases.

• Perform data validation and quality checks to ensure accuracy and consistency.

• Liaise with the London Data team to resolve data discrepancies and update records promptly.

• Contribute to process improvements to enhance data capture efficiency and accuracy.

Key competencies and requirements

• Bachelors degree (preferred) or equivalent practical experience.

• Strong working knowledge of Microsoft Excel, Word, and PowerPoint;

• Familiarity with UpSlide is an advantage.

• High attention to detail with strong numerical and data-handling skills.

• Excellent written and spoken English.

• Ability to follow structured processes and meet deadlines in a fast-paced environment.

• Strong work ethic and willingness to learn about investments, research processes, and AI data applications.

Desirable Skills

• Prior experience with Salesforce CRM or similar platforms.

• Exposure to financial or investment data handling.

• Familiarity with structured/unstructured data preparation for analytics or AI models.

Personal Attributes

• Team player with strong interpersonal and communication skills.

• Proactive, self-motivated, and eager to learn.

• Strong organisational skills with the ability to manage multiple tasks.

• Flexible and adaptable to support colleagues across time zones.

Third-party systems

• Salesforce.com

• Microsoft Office 365

Career Development

This role has great scope for progression into senior data analyst, operations, or investment support roles. Training will be provided, and successful candidates will gain first-hand exposure to the global investment consulting and asset management industry.

ShoreXtra Perks

• Day 1 HMO Coverage

• Dayshift schedule

• Fixed Weekends off

• Engaging monthly activities

• Free and unlimited barista-style coffee

• Employee referral incentives (Bronze)

bfinance One-Up Benefits:

• Sign-on Bonus for the right candidates

• International relocation opportunities to the London HQ

• Support for additional education and upskilling courses as approved

• Cross-team collaboration and support initiatives across the firm (i.e., team buildings and annual company retreat)

• Social and volunteering activities, providing 2 days per year to support a charitable or voluntary activity.

Work Set Up:

• Work Schedule: Monday to Friday, 12:00 pm - 8:00 pm, PH Time

• Manila-based role, starting fully remote with occasional meetups

• Will shift to a hybrid setup (minimum 3 days onsite per week) once the office is established

• Hybrid policy reviewed periodically and subject to change

Working at bfinance

At bfinance, we place great importance on diversity and inclusion. We want our workforce to reflect the diverse clients we serve, and we want to hire talented employees who come to work feeling valued and appreciated for who they are, and free to contribute different ideas. We are committed to providing equal opportunities in employment and to creating a working environment where everyone can thrive and feel a true sense of belonging. As signatories to the PRI, we are continuing to develop our expertise in the field of responsible investment and ESG advisory.

Your data

bfinance fully support the European framework for data protection under the General Data Protection Regulation (GDPR). Our commitment to protect your rights and interests is outlined in our Privacy Policy statement, which provides clarity of what data we will collect, how we use it, why we need it and who has access to it. You can view our Privacy Policy on our website www.bfinance.com