Platform Solutions Senior Analyst
Summary
Analyzes and automates financial document processing for investment platforms, ensuring compliance and accuracy in subscription, transfer, and redemption workflows using SQL and Java.
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