Platform Solutions Lead

1 day ago

Pasay, National Capital Region, Philippines Infinit-O Full time ₱1,500,000 - ₱2,500,000 per year

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

  • 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

Requirements
Job Requirements and Credentials:
Essential
(Must Have)

  • 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

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