Platform Solutions Analyst

Summary

Analyze and automate financial fund subscription, transfer, and redemption documents on the CAIS platform using SQL and Java, while maintaining compliance and testing automated workflows.

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:

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

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Platform Solutions Analyst

Summary

Requirements

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