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.
Infinit-O is seeking a highly organised and analytically rigorous professional to lead the firm-wide implementation of Ontra Insight, designated side letter management platform. Following a successful deployment, the incumbent will assume ongoing ownership of side letter compliance across all managed funds, ensuring that LP-specific obligations are systematically tracked and fulfilled in accordance with agreed terms.
Key Responsibilities:
1. Ontra Insight Implementation
- Lead end-to-end implementation of Ontra Insight across funds, serving as the primary internal project owner
- Review the current draft of obligations and tasks as prepared by Ontra and ensure that it properly captures the side letter obligations
- Standardized tasks in a uniform manner across all the funds
- Coordinate with Ontra's implementation team,legal, investor relations and fund accounting to configure the platform to specific requirements
- Design and deliver training to relevant stakeholders across IR, legal, and financeteams
- Establish testing protocols and quality assurance processes prior to go-live
- Define KPIs for platform adoption and track progress against implementation milestones
2. Ongoing Side Letter Compliance
- Maintain a comprehensive, fund-by-fund register of all LP side letter obligations across fund platform
- Monitor and manage obligation triggers, deadlines, and reporting requirements on an ongoing basis, Including:
- Most Favoured Nation (MFN) elections and notifications
- Co-investment rights and ROFO/ROFR obligations
- Fee and carry modifications
- Reporting, transparency, and information rights
- ESG, ERISA, FOIA, and regulatory compliance provisions
- Key person, removal, and consent rights
- Proactively alert relevant teams to upcoming obligations and ensure timely fulfilment
- Partner with legal counsel to interpret ambiguous or complex side letter provisions
- Coordinate with IR, finance, and legal to deliver LP-specific reporting and disclosures required under side letter terms
- Maintain an audit trail of all obligation fulfilment activities within Ontra Insight
Job Requirements and Credentials:
Essential
- 5+ years of experience in private equity, credit, or alternative asset management in an investor relations, legal, fund operations, or compliance function
- Direct experience managing LP side letters, fund documentation, or LP compliance obligations
- Strong working knowledge of common side letter provisions across PE and credit strategies
- (MFN, co-invest rights, fee terms, reporting, regulatory provisions)
- Demonstrated experience leading or managing technology implementation projects in a financial services context
- Exceptional attention to detail and organisational discipline; able to manage a high volume of concurrent obligations across multiple funds
- Strong written and verbal communication skills; able to distil complex legal language into operational requirements
- Proficiency with Microsoft 365 and document management platforms
Preferred
- Prior experience with Ontra Insight or comparable LP obligation management platforms (e.g., Allvue, Accelex, iLEVEL)
- Familiarity with DealCloud or other CRM/fund management systems used in alternatives
- Exposure to ERISA, FOIA, and/or ESG-related LP provisions JD, paralegal qualification, or equivalent legal training is a plus but not required
- Experience across both private equity and private credit fund structures
