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:
1. Ontra Insight Implementation
Lead end-to-end implementation of Ontra Insight across all funds serving as the primary internal project owner
Review the current draft of obligations and tasks as prepared by Ontra and ensure that it properly captures the side letter obligations
Standardized tasks in a uniform manner across all the funds
Coordinate with Ontras implementation team legal investor relations and fund accounting to configure the platform to specific requirements
Design and deliver training to relevant stakeholders across IR legal and finance teams
Establish testing protocols and quality assurance processes prior to go-live
Define KPIs for platform adoption and track progress against implementation milestones
2. Ongoing Side Letter Compliance
Maintain a comprehensive fund-by-fund register of all LP side letter obligations across fund platform
Monitor and manage obligation triggers deadlines and reporting requirements on an ongoing basis including:
Most Favoured Nation (MFN) elections and notifications
Co-investment rights and ROFO/ROFR obligations
Fee and carry modifications
Reporting transparency and information rights
ESG ERISA FOIA and regulatory compliance provisions
Key person removal and consent rights
Proactively alert relevant teams to upcoming obligations and ensure timely fulfilment
Partner with legal counsel to interpret ambiguous or complex side letter provisions
Coordinate with IR finance and legal to deliver LP-specific reporting and disclosures required under side letter terms
Maintain an audit trail of all obligation fulfilment activities within Ontra Insight
Requirements
EXPERIENCE & QUALIFICATIONS
Essential
5 years of experience in private equity credit or alternative asset management in an investor relations legal fund operations or compliance function
Direct experience managing LP side letters fund documentation or LP compliance obligations
Strong working knowledge of common side letter provisions across PE and credit strategies (MFN co-invest rights fee terms reporting regulatory provisions)
Demonstrated experience leading or managing technology implementation projects in a financial services context
Exceptional attention to detail and organisational discipline; able to manage a high volume of concurrent obligations across multiple funds
Strong written and verbal communication skills; able to distil complex legal language into operational requirements
Proficiency with Microsoft 365 and document management platforms
Preferred
Prior experience with Ontra Insight or comparable LP obligation management platforms (e.g. Allvue Accelex iLEVEL)
Familiarity with DealCloud or other CRM/fund management systems used in alternatives
Exposure to ERISA FOIA and/or ESG-related LP provisions
JD paralegal qualification or equivalent legal training is a plus but not required
Experience across both private equity and private credit fund structures
Competency
| Description
|
Rigour & Precision
| Meticulous in managing legal obligations; zero tolerance for missed deadlines or inaccurate records
|
Project Leadership
| Proven ability to drive complex cross-functional implementation projects to completion
|
Stakeholder Management
| Builds trust with IR legal finance and senior leadership; communicates clearly across functions
|
Commercial Judgement
| Understands the business implications of LP commitments and balances operational feasibility with LP relationships
|
Problem Solving
| Proactively identifies gaps ambiguities and risks in obligation management; drives resolution
|
Adaptability
| Operates effectively in a fast-moving high-growth investment firm with evolving fund structures and LP demands
|
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)
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