Platform Solutions Senior Analyst

Investment Document Quality Assurance Analyst

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