Platform Solutions Senior Analyst

Document Digitization

About Infinit-O: As a top Business Process Optimization solutions provider we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.

Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.

Key Responsibilities

• Automate and analyze CAIS platform subscription, transfer, and redemption documents
• Maintain and update all documents hosted on the CAIS platform (i.e. share class supplements, disclosure forms, etc.)
• Perform qualitative testing of automated transaction engine documentation (i.e. subscriptions, transfers, account maintenance, etc.)
• Define automation strategy, ensure testability, and relentlessly pursue automation
• Serve as liaison between CAIS and fund administrators for all product onboarding and fulfillment kit management
• Consult on Technology, Operations, & Client Service initiatives for proper legal compliance
• Ad hoc requests determined based on capacity, skill, and interests.
  
  

Requirements

Job Requirements and Credentials:

Bachelor's degree required

Entry level with <1 year experience in finance or financial services industry

SQL and Java knowledge required for scripting

Familiarity with Adobe Pro preferred

Ability to identify and resolve technical defects down to the root cause

Detail-oriented

Familiarity with private fund offering documents preferred

Basic understanding of Alternative Investments