Digital Learning Analyst

Digital Learning Analyst

About Infinit-O: As a top Business Process Optimization solutions provider we partner with the worlds fastest-growing companies in Financial Services Healthcare and Technology offering data-driven solutions and providing strategic advantage.

Our company has specialized in business process optimization for 20 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.

What is the role that we need This role supports the extraction analysis and quality assurance of financial and investment-related data from legal and marketing documents for newly onboarded funds. It involves identifying key information for internal learning modules ensuring data accuracy and collaborating with various teams. The position also contributes to special projects and other organizational initiatives as needed.

Key Responsibilities:

• Assist with the development and deployment of extracting data/information from the offering documents (i.e. legal documents) and marketing materials (e.g. term sheets presentations) of each fund that the company onboards
  

• Support staff by sifting through investment fund offerings and marketing documents understand what would be of most value and update our Learning Modules
  

• Performs quality assurance checks on content and data and communicates with management prior to deployment
  

• Support training department marketing team and clients by creating and maintaining approved financial data and investment criteria as required
  

• Participate in special projects related either to departmental or organizational needs and priorities
  

• Other duties as assigned.
  

Competencies

Analytical and Critical Thinking

• Ability to interpret and extract relevant data from complex legal and financial documents such as offering memorandums term sheets and marketing materials.
  

• Identifying valuable information and translating it into structured content or learning material.
  

Attention to Detail and Quality Control

• Strong quality assurance skills to ensure the accuracy and consistency of extracted data and content before deployment.
  

• Ability to spot errors inconsistencies or gaps in financial information.
  

Communication and Collaboration

• Effective written and verbal communication skills to convey findings collaborate across departments (e.g. training marketing client teams) and support cross-functional initiatives.
  

• Ability to work well with others on special projects and maintain alignment with organizational goals.
  

Requirements

Job Requirements and Credentials:

• Essential
  

• College degree in finance marketing or related field or equivalent relevant experience
  

• 1-3 years professional work experience preferred; Investments experience a plus but not required
  

• Proficient in the use of Microsoft Applications
  

• Focused attention on detail and data accuracy
  

• Desired
  

• Strong aptitude for learning new systems technologies and software as required
  

• Ability to connect with Learning & Development team to prioritize work and manage projects simultaneously within deadlines and budgets
  

• Proven track record of effective multi-tasked project management
  

• Ability to work in a fast-paced changing environment with ease and control
  

• Work Conditions / Reporting
  

• Work Setup: Night Shift Hybrid (2-4 days per week on-site at Infinit-O)
  

• Reports To: Senior Team Lead
  

• Team Structure: Part of a dynamic Finance Team with cross-functional collaboration