Client Success Analyst | Investor Services & Fund Operations

BIP Ventures • Atlanta, GA

11d

About The Position

BIP Capital is seeking a full-time Analyst to join their Client Success team. This role involves serving as the primary point of contact for Level 1 investor inquiries, managing capital call and close tracking, processing account maintenance transactions, and performing reconciliations. The Analyst will collaborate with the Senior Analyst and Senior Manager, escalating complex issues and supporting team continuity. This position offers the chance 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. The role directly contributes to BIP Capital's goal of delivering a top-tier investor experience.

Requirements

• BS or BA required, preferably in finance, business, economics, or a related field.
• 1–3 years of experience in an operations, client service, or investor relations role, ideally within financial services, venture capital, or alternative asset management.
• 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.
• Drive to succeed complemented by empathy, curiosity, and humbleness.
• Self-starter with strong work ethic and uncompromising personal integrity.
• Effective, versatile, and action-oriented when it comes to problem-solving.

Nice To Haves

• Experience working with investors, advisors, or financial custodians is preferred.

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.

Benefits

• Competitive compensation and benefits.
• Opportunity to play a core role in supporting a regulated investment platform.
• We foster critical thinking and promote professional development from day one.
• A collaborative culture that values innovation, accountability, and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level