Senior Fund Operations & Compliance Specialist (Night | Hybrid)
INFINITO- Posted 15 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.
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
More Info
Key Skills
reporting regulatory provisions
LP compliance obligations
Ontra Insight
fee terms
technology implementation projects
LP side letters
document management platforms
fund documentation
MFN co-invest rights

