Client Delivery Associate

2 weeks ago

Pasay, National Capital Region, Philippines Infinit-O Full time $70,000 - $120,000 per year

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.

But 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.

What is the role that we need?

Key Responsibilities:Client Delivery Analyst

Specific Duties and Responsibilities

Support the Client Delivery process by executing operational tasks related to the onboarding of new firms to the CAIS platform.

Ensure alignment and maintain clear communication with internal stakeholders—including Product & Research, Sales, Client Service, Operations, Legal & Compliance, and Marketing—by providing timely onboarding status updates and setting accurate expectations.

Contribute to the design, enhancement, and documentation of efficient onboarding processes; partner with the Technology team to identify and implement workflow automation opportunities.

Develop, track, and report on key performance indicators (KPIs) that measure the effectiveness and timeliness of client onboarding efforts.

Drive progress toward Client Delivery and broader Operations team objectives by contributing to team OKRs (Objectives and Key Results).

Ensure the on-time delivery of all required reports and onboarding-related documentation.

Take on additional responsibilities based on team capacity, individual strengths, and areas of interest, helping to support the evolving needs of the business.

Requirements

Knowledge of alternative investments a plus

Advanced skills in Microsoft Suite, specifically Excel VLOOKUP, Pivot Tables, VBA, and Macros a plus

Strong organizational, multitasking, problem solving, communication, and time

management skills

Highly organized self-starter with experience coordinating multiple competing priorities in a fast-paced environment

Requirements

​Job Requirements and Credentials:

Essential (MUST HAVE)

Desired (Plus but not a requirement)

QualificationsQualifications

Bachelor's degree in finance, accounting, economics or a related discipline preferred

1+ years of relevant experience preferably within the hedge fund and/or private equity industry

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