Platform Solutions Lead

Infinit-O isn't just about business process optimization, we're about people. For over 20 years, we've been helping some of the world's fastest-growing companies in Financial Services, Healthcare, and Technology achieve multiple strategic advantages through data-driven solutions, high-performance teams, and cutting-edge technology. Our world-class Net Promoter Score of 75 reflects our commitment to excellence and client satisfaction. B

ut what truly sets us apart is our culture. At Infinit-O, we believe that diversity, equity, and inclusion are the foundation of innovation and sustainable growth. We embrace differences, empower perspectives, and create equal opportunities for everyone. Our people-first approach has earned us the Great Place To Work Certification three times, and as a B Corp Certified company, we're dedicated to making a positive impact not just in business, but in the communities we serve.

With a highly engaged and innovative team, we don't just optimize processes, we also create meaningful change.

Details:

• Work Shift: Night Shift
• Work Setup: RTO 2-4 times a month
• Office Address: 9/F SCMC Mall of Asia Arena Annex (MAAX) Building, Pasay, 1300

Key Responsibilities:

• Review, process, and analyze alternative investment trades, including subscriptions, redemptions, and transfers
• Aggregate, compile, and normalize large sets of hedge fund and private equity investor data
• Preparation of daily, monthly, and quarterly upload files for Client Reporting database
• Ensure data integrity for all standardized and customizable reporting
• Research and obtain further information for incomplete documents
• Liaise and develop relationships with custodians, third party administrators, and other vendors
• Resolve and implement scalable solutions for various external parties, including custodians, third party administrators, and other vendors
• Resolve data reporting system issues and exercise judgment to escalate issues to senior team members as needed
• Assist in the development of efficient processes and procedures working with the technology team to automate workflow as well as gain in-depth understanding of technology and operational workflow across multiple product lines
• Develop, implement, and maintain operating procedures
• Ensure timely deliverables of all reports
• Help define and drive scalable solutions across all business lines, including alternative investments and capital markets
• Additional responsibilities to be determined based on capacity, skill, and interest
• Perform all functions above and the following leadership functions shown below
• 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 Customer
• Assist in hiring, selection and training of new team members

• College degree in economics, finance or a related discipline preferred
• 5+ years of financial service industry experience
• 3+ years supervisory experience
• Advanced skills in Microsoft Suite, specifically Excel VLOOKUP, Pivot Tables, VBA, and Macros
• Strong organizational, multitasking, and time management skills
• Highly organized self-starter with experience coordinating multiple competing priorities in a fast-paced environment
• Excellent English oral and written communication skills