Platform Solutions Senior Analyst
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Job Location:
Pasay - Philippines
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
Document Digitization
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:
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:
Bachelors 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
Required Skills:
Graduate of Accounting or Equivalent (Accounting Technology) Candidate should have between 1-3 years of experience doing bookkeeping functions. Working in the Accounts Payable Department is an advantage. Bachelors or higher degree in Accounting Knowledgeable in spreadsheet computing application and word processing applications Thorough knowledge of accounting and finance policies and procedures QuickBooks experience is a plus Can work independently to conform to tight deadlines Has an excellent English written and oral communication skills Good analytical ability with excellent organizational & multi-tasking skills and outstanding attention to details Must be proactive motivated detail-oriented a team player and be able to implement any Service Level Agreement and metrics as per agreed with the client Must have excellent typing skills Must have working knowledge of Microsoft Office (Excel and Word)
Company Industry
IT Services and IT Consulting
Key Skills
- Organizational Management
- Presentation Skills
- Agile
- SAFe
- AWS
- Solution Architecture
- Conflict Management
- Data Management
- Scrum
- Team Management
- Pre-sales
- Management Consulting
