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 Client's platform subscription, transfer, and redemption documents
- Maintain and update all documents hosted on the Client's 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 Client's 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
