Finance

BIP Ventures•Atlanta, GA

12h•Onsite

About The Position

BIP Capital is seeking a full-time Client Success Analyst to join their team. This is an entry-level, apprenticeship-style role for someone at the beginning of their career with a genuine interest in finance and private markets. The analyst will work directly with the Senior Analyst and Senior Manager, supporting investor inquiries, capital call and close tracking, account maintenance, and reconciliations. The role involves escalating complex matters as fluency in platforms and processes grows. The position offers an opportunity to build relationships with investors and advisors while gaining expertise in fund operations, investor onboarding, and capital transactions within a fast-paced, team-oriented environment.

Requirements

BS or BA required, preferably in finance, business, economics, or a related field.
Recent graduates who have completed internships or coursework that demonstrate a genuine interest in finance and financial operations.
Internship, co-op, or academic project experience in financial services, venture capital, alternative asset management, or a related field is strongly preferred.
Effective verbal and written communication skills.
Results-oriented with strong attention to detail and a commitment to accuracy.
Exceptional time management and multitasking abilities, with the capability to prioritize across multiple concurrent workflows in a fast-paced environment.
Demonstrated ability to thrive in an entrepreneurial environment, working both independently and collaboratively within a dynamic team.
AI-forward mindset with the ability to leverage AI tools to improve productivity, streamline workflows, and enhance the client and investor experience.
Proficiency in Microsoft Office (Excel, PowerPoint, Word); familiarity with CRM or investor management systems is a plus.

Responsibilities

Track capital call and close status for various investment vehicles; conduct investor follow-up and escalate to Senior Analyst or Senior Manager as needed.
Review subscription documents and supporting documentation for completeness and accuracy.
Perform close reconciliations, flag variances, and work with third parties to resolve discrepancies; escalate to Senior Analyst as needed.
Support operational coverage during peak capital cycles or team absences.
Serve as the primary contact for Level 1 investor inquiries, resolving issues and routing escalations to the Senior Analyst or Senior Manager.
Process account maintenance transactions including transfers, distribution instruction updates, and demographic changes.
Assist with investor documentation requests and ensure accurate maintenance of investor records in internal systems.
Support new entity creation in coordination with legal and compliance, including review of subscription packages and PPM documentation.
Assist with custodian onboarding for new entities and facilitate capital call processing.
Identify and support process improvements that enhance investor experience and operational efficiency.
Provide general operational support including supporting investor events, data integrity projects, and other team initiatives.