- Automate and analyze CAIS platform subscription transfer and redemption documents
- Maintain and update all documents hosted on the CAIS platform (i.e. share class supplements disclosure forms etc.)
- Perform qualitative testing of automated transaction engine documentation (i.e. subscriptions transfers account maintenance etc.)
- Define automation strategy ensure testability and relentlessly pursue automation
- Serve as liaison between CAIS and fund administrators for all product onboarding and fulfillment kit management
- Consult on Technology Operations & Client Service initiatives for proper legal compliance
- Ad hoc requests determined based on capacity skill and interests.
Requirements
- Bachelor s degree required
- Entry level with <1 year experience in finance or financial services industry
- SQL and Java knowledge required for scripting
- Familiarity with Adobe Pro preferred
- Ability to identify and resolve technical defects down to the root cause
- Detailoriented
- Familiarity with private fund offering documents preferred
- Basic understanding of Alternative Investments
Manual Testing or Automation Testing, SQL and JAVA script knowledge