Document Digitization
About Infinit-O: As a top Business Process Optimization solutions provider we partner with the world's 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:
Bachelor’s degree requiredEntry level with <1 year experience in finance or financial services industry
SQL and Java knowledge required for scriptingFamiliarity with Adobe Pro preferredAbility to identify and resolve technical defects down to the root causeDetail-orientedFamiliarity with private fund offering documents preferredBasic understanding of Alternative Investments
