Client Delivery Analyst

Infinit-O is the trusted, customer-centric, and sustainable leader in Business Process Optimization. We empower finance and healthcare organizations to thrive in a digital-first world by combining specialized industry expertise and innovative technology for 20 years. We navigate complex industry landscapes to drive transformative outcomes, helping businesses streamline operations, enhance customer experience, and achieve sustainable growth backed by a world-class Net Promoter Score of 75. Our approach combines operational efficiency with a human-centered ethos, ensuring sustainable value creation for our clients and team members. As a Certified B Corporation, Infinit-O is committed to the highest standards of social and environmental performance, accountability, and transparency. We embed these values into every aspect of our operations—aligning business success with a positive impact on our clients, people, and communities. Our commitment to Diversity, Equity, and Inclusion (DEI) is integral to our mission. We believe that building inclusive, equitable teams is not only the right thing to do—it is also essential for driving innovation and better business outcomes. We actively promote equal opportunity through inclusive hiring practices, continuous learning programs, and regular equity assessments to ensure a fair and empowering workplace for all. Key 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 Job Requirements and Credentials: 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 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