Operations Analyst

PEAK6

Operations Analyst providing high-quality services to firms in the financial industry. Streamlining processes and assisting with escalations through electronic and telephone interactions.

Posted 7/8/2026full-timeManila • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in providing exceptional customer service within the financial industry, managing escalations, and facilitating projects while maintaining strong organizational and analytical skills.

Highest-signal resume keywords

Customer ServiceFinancial Industry ExperienceProject ManagementAnalytical SkillsBachelor's Degree in Finance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

System DocumentationOperations Supervisory ChecklistsMicrosoft ExcelMicrosoft WordMicrosoft PowerPointGoogle Suite

Soft Skills

Interpersonal SkillsCollaborationFlexibilityInnovationAdaptability

Industry Keywords

Escalation ManagementClient InquiriesOrganizational SkillsComplex Organization Navigation

About the role

Key responsibilities & impact

Provide world-class customer service to firms
Assisting partner firms via both electronic and telephone channels
Managing partner firm and end investor escalations
Create and maintain system documentation
Assist team members with client escalations
Support inquiries related to Operations Supervisory Daily/Monthly Checklists
Ownership of several Supervisory Checklists
Facilitate projects, supervised by manager

Requirements

What you’ll need

3+ years of relevant experience in the financial industry
Bachelor’s Degree in in Finance, Business Administration or equivalent experience required
Computer proficiency with Google, Microsoft Word, Excel, and PowerPoint
Must be a self-starter, flexible, innovative, and adaptive
Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Ability to work both collaboratively and independently; ability to navigate a complex organization
Advanced analytical skills
Excellent project management and organizational skills and capability to handle multiple projects at one time

Benefits

Comp & perks

healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits