Client Delivery Analyst

Infinit-O

Job Location:

Pasay - Philippines

Monthly Salary: Not Disclosed

Posted on: 4 hours ago

Vacancies: 1 Vacancy

Job Summary

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 operationsaligning 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 doit 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:

Support the Client Delivery process by executing operational tasks related to the onboarding of new firms to the CAIS platform.

Ensure alignment and maintain clear communication with internal stakeholdersincluding Product & Research Sales Client Service Operations Legal & Compliance and Marketingby providing timely onboarding status updates and setting accurate expectations.

Contribute to the design enhancement and documentation of efficient onboarding processes; partner with the Technology team to identify and implement workflow automation opportunities.

Develop track and report on key performance indicators (KPIs) that measure the effectiveness and timeliness of client onboarding efforts.

Drive progress toward Client Delivery and broader Operations team objectives by contributing to team OKRs (Objectives and Key Results).

Ensure the on-time delivery of all required reports and onboarding-related documentation.

Take on additional responsibilities based on team capacity individual strengths and areas of interest helping to support the evolving needs of the business.

Requirements

Job Requirements and Credentials:

Knowledge of alternative investments a plus

Advanced skills in Microsoft Suite specifically Excel VLOOKUP Pivot Tables VBA and Macros a plus

Strong organizational multitasking problem solving communication and time management skills

Highly organized self-starter with experience coordinating multiple competing priorities in a fast-paced environment

Bachelors degree in finance accounting economics or a related discipline preferred

1 years of relevant experience preferably within the hedge fund and/or private equity industry

Required Skills:

Passion and tangible experience for designing and presenting Excel-based dashboards (or other tools) to summarize important data in a consistent efficient and evaluative manner Data visualization experience or desire to learn is a must Advanced Microsoft Excel skills and general proficiency with Microsoft Office suite VBA experience is preferred but not required Strong written and verbal communication skills; ability to translate granular data and trends into summary-level narratives for senior management team reporting Pride in delivering a thorough and accurate work product; attention to detail demonstrated through work product presented to senior management Intellectual curiosity with penchant for learning and expanding knowledge set Highly adaptable to evolving business needs Ability to establish and maintain cooperative working relationships across the company Capacity to work both independently and as part of a team comprised of local and remote colleagues Experience: Graduate of any 4-year degree course; preferably an accounting degree Preferably one (1) year experience in a U.S. corporate environment

Key Responsibilities:

Support the Client Delivery process by executing operational tasks related to the onboarding of new firms to the CAIS platform.

Contribute to the design enhancement and documentation of efficient onboarding processes; partner with the Technology team to identify and implement workflow automation opportunities.

Develop track and report on key performance indicators (KPIs) that measure the effectiveness and timeliness of client onboarding efforts.

Drive progress toward Client Delivery and broader Operations team objectives by contributing to team OKRs (Objectives and Key Results).

Ensure the on-time delivery of all required reports and onboarding-related documentation.

Take on additional responsibilities based on team capacity individual strengths and areas of interest helping to support the evolving needs of the business.