Automation & Platform Solutions Analyst

Infinit-O Group; Hinoba-an; On-site; PHP 201,000 - 357,000; Full time

Job summary

Infinit-O Group is seeking an entry-level professional to automate CAIS platform documents and support financial services operations. You will enhance document management, testing of automated processes, and onboarding support for fund-related workflows.

Ideal candidates have <1 year in finance, basic SQL/Java scripting, and attention to detail; familiarity with private fund documents and Adobe Pro is a plus.

Qualifications

• 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.

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.

Skills

SQL

Java

Tools

Adobe Pro

Job description

Infinit-O Group is seeking an entry-level professional to automate CAIS platform documents and support financial services operations. You will enhance document management, testing of automated processes, and onboarding support for fund-related workflows.

Ideal candidates have <1 year in finance, basic SQL/Java scripting, and attention to detail; familiarity with private fund documents and Adobe Pro is a plus.