Infinit -O is the trusted, customer -centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital -first world by combining specialized industry expertise and innovative technology for 20 years.
We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world -class Net Promoter Score of 75. Our approach combines operational efficiency with a human -centered ethos, ensuring sustainable value creation for our clients and team members.
As a Certified B Corporation, Infinit -O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities.
Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all.
Key Responsibilities:
1. Ontra Insight Implementation
• Lead end -to -end implementation of Ontra Insight across all 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 finance teams
• 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
Requirements
EXPERIENCE & QUALIFICATIONS
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
Competency
| Description
|
Rigour
& Precision
| Meticulous in managing legal
obligations; zero tolerance for missed deadlines or inaccurate records
|
Project
Leadership
| Proven ability to drive
complex, cross -functional implementation projects to completion
|
Stakeholder
Management
| Builds trust with IR, legal,
finance, and senior leadership; communicates clearly across functions
|
Commercial
Judgement
| Understands the business
implications of LP commitments and balances operational feasibility with LP
relationships
|
Problem
Solving
| Proactively identifies gaps,
ambiguities, and risks in obligation management; drives resolution
|
Adaptability
| Operates effectively in a
fast -moving, high -growth investment firm with evolving fund structures and LP
demands
|
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