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Infinit-O

Client Delivery Analyst (Fund Onboarding) Hybrid | Night Shift

1-3 Years
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  • Posted 21 hours ago
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Job Description

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction.

But what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.

Details:

  • Work Shift: Night Shift (9PM-6AM)
  • Work Setup: Hybrid (2-4x a month onsite)
  • Office Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300

Specific Duties and Responsibilities:

  • Support the Client Delivery process by executing operational tasks related to the onboarding of new firms to the Clients platform.
  • Ensure alignment and maintain clear communication with internal stakeholders—including Product & Research, Sales, Client Service, Operations, Legal & Compliance, and Marketing—by providing timely onboarding status updates and setting accurate expectations.
  • Contribute to the design, enhancement, and documentation of efficient onboarding processes; partner with the Technology team to identify and implement workflow automation opportunities.
  • Develop, track, and report on key performance indicators (KPIs) that measure the effectiveness and timeliness of client onboarding efforts.
  • Drive progress toward Client Delivery and broader Operations team objectives by contributing to team OKRs (Objectives and Key Results).
  • Ensure the on-time delivery of all required reports and onboarding-related documentation.
  • Take on additional responsibilities based on team capacity, individual strengths, and areas of interest, helping to support the evolving needs of the business..

Job Requirements and Credentials:

  • Knowledge of alternative investments a plus
  • Advanced skills in Microsoft Suite, specifically Excel VLOOKUP, Pivot Tables, VBA, and Macros a plus
  • Strong organizational, multitasking, problem solving, communication, and time management skills
  • Highly organized self-starter with experience coordinating multiple competing priorities in a fast-paced environment
  • Bachelor's degree in finance, accounting, economics or a related discipline preferred
  • 1+ years of relevant experience preferably within the hedge fund and/or private equity industry

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About Company

Job ID: 148578917