Fund Administrator Team Lead
Fund Administrator Team Lead
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1-3years
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Fund Administrator Team Lead
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 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:
- Lead coach and develop a team of 6 LP Data Specialists to uphold gold-standard data quality thoroughness and client responsiveness.
- Foster a high-trust high-performing team culture focused on accuracy accountability and pride in work even when tasks are repetitive or manual.
- Own performance management end-to-end: hiring onboarding coaching real-time feedback and performance improvement (as needed).
- Allocate resources manage workloads and reassign tasks as needed to maintain business continuity and service quality.
- Serve as the subject matter expert and process owner for LP data entry including best practices documentation and Standard Operating Procedure creation.
- Perform ongoing quality review and root cause analysis of errors; proactively implement corrective and preventative actions.
- Identify operational inefficiencies workflow uncertainties and pain points and drive structured improvements through streamlined processes or tooling.
- Manage the team s daily operations including monitoring throughput turnaround time and incident rates using clear KPIs.
- Partner with Engineering Product Fund Admin and Special Projects to improve internal tooling introduce automation and reduce manual entry risks.
- Advocate for user needs based on observed business problems error trends or CSAT feedback to influence cross-functional priorities.
- Scope and lead complex custom onboarding flows including interpreting unstructured data and translating into structured client-ready systems.
- Ensure seamless handoffs and transitions during client escalations or account reassignments.
- Maintain a zero-tolerance policy for sensitive data errors and implement checks to avoid data disclosure incidents.
- Guide your team through escalation scenarios and support de-escalation strategies that drive customer satisfaction and trust.
- Drive metrics immaculately e.g. CSAT above 4.5 onboarding completion time error rate reduction and report regularly to senior stakeholders.
Requirements
Job Requirements and Credentials:
- 3 years of experience in a data operations process ownership client onboarding or similar role
- 1 3 years of experience managing people; proven success in performance development and coaching
- Deep understanding of LP or investor data workflows and the risks inherent in inaccurate or mishandled data
- Highly detail-oriented and quality-driven in environments with repeatable high-stakes workstreams
- Experienced in mapping inefficiencies and implementing sustainable process improvements
- Clear communicator with excellent written and verbal English able to advocate interdepartmentally and train effectively
- Proficient in tools like GSuite Excel PDF management and internal operations platforms
- Customer-first mindset with a bias for action ownership and continuous improvement
- Able to multitask and manage competing priorities in a fast-paced and evolving environment
- Calm under pressure adept at managing escalations and supporting team wellbeing
- Bonus: Experience with fund administration platforms subscription document workflows or onboarding automation
College degree in Finance, Accounting or related field of study 3-6 years of work experience; Investment Management Accounting experience Microsoft Office: Word and Excel are a must - required Experience in Geneva and Black Mountain Systems is preferred
Employment Type
Full Time
