Client Success Analyst | Entry-Level - Investment Operations / Finance
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, tracking capital calls and closes, processing account maintenance transactions, and performing reconciliations. The role requires a blend of technical fluency and interpersonal skills, operating at the intersection of fund operations, investor relations, and advisor enablement. The analyst will gain hands-on expertise in fund operations, investor onboarding, and capital transactions within a fast-paced, team-oriented environment, contributing to a top-tier investor experience.
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.
- 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).
Nice To Haves
- Internship, co-op, or academic project experience in financial services, venture capital, alternative asset management, or a related field is strongly preferred.
- 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.
Benefits
- Competitive compensation and benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
