
Fund Administrator Team Lead
2 days ago
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
- Help provide leverage to our clients by understanding and prioritizing their needs
while effectively scaling our CFO services. Some of the strategic support that we provide includes:
- Capital calls and distributions
- Audit/tax support
- Pre/post close services
- Quarterly and annual financials
- Limited Partner communications
- Bring transparency to founders, VCs, and LPs and help our clients make more
accurate decisions by helping them utilize our tools and resources such as:
- Real-time IRR
- Real-time portfolio data
- Provide additional data points (TVPI, RVPI)
- Team Lead Duties:
- Establish and execute processes and procedures
- Establish and manage the achievement of Key Performance Indicators
(KPIs)
- Monitor and evaluate all processes and implement improvement to
ensure customer clients receive appropriate and high-quality services as
committed
- Perform daily and monthly auditing of work processes
- Monitor and assist team members in the daily operation aspects of the
project including reviewing the status and performance against targets,
performing root cause analysis of variances and making improvements to
meet the targets
- Coach, guide and train team members by providing creative ideas and
ways on how to carry out the respective tasks towards providing excellent
service
- Provide assistance to team members in accordance with established
- practices and procedures
- Provide reports as agreed with the Customer
- Assist in hiring, selection and training of new team members
- Care deeply, genuinely, and passionately about our clients
- Excited to take on new challenges
- Responsive and able to complete tasks in a timely manner
- Ability to articulate technical and complex concepts in a clear and concise
manner
- Ability to balance multiple active projects with competing priorities
- Exhibit diplomacy, tact, and poise when communicating with clients or customers
- Driven to help and solve problems
- Ability to work independently and in a team environment
Requirements
Job Requirements and Credentials:
- 3+ years experience, preferably in fund accounting/administration
- 1-3 years supervisory experience
- 1-3 years of experience in a contact center environment preferred
- Desire to deliver outstanding customer experience
- Strong written and verbal communication skills
- Highly organized with strong attention to detail
- Ability to articulate technical and complex concepts in a clear and concise manner
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