Sr. Analyst, Client Success

About Us Gridline is here to redefine how private markets operate, making them faster, smarter, and more accessible. We are setting a new standard by building the Turnkey Alternatives Management Platform (TAMP) to help wealth managers run private market programs at scale. As a ledger-native system of record, Gridline provides a single source of truth that tracks the entire investment lifecycle down to the transaction layer, enabling RIAs, family offices, and private banks to manage their private markets business in one place. Our team brings deep experience across both enterprise technology and alternative investments to build the infrastructure layer the industry has always lacked. Backed by an $18. 5M Series A led by FINTOP, we are creating the systems and structuring the data required to define the next generation of private market investing. Are you up to the challenge? The Opportunity: As a Sr. Analyst, Client Success, you will handle day-to-day account support including remediations, complex process corrections, and ad-hoc client requests within our alternative investments portfolio. Reporting to the Sr. Associate, Fund Ops, you will serve as a core operational touchpoint, driving issue resolution, maintaining data integrity, and partnering across internal teams to deliver high-quality support for alternative investment products. This is an amazing opportunity to join both our core Operations group and our Philippines team in their foundational stages, playing a pivotal role in shaping our global operations and culture from day one. In this role you will...

- Manage Investor Data & Profiles: Lead end-to-end data gathering, validation, and profile creation in core systems including researching client details, identifying missing or inconsistent information, and proactively following up to maintain complete and accurate investor records. - Execute KYC & AML Onboarding: Perform critical KYC/AML verification checks (including CDD/EDD, entity documentation, and risk assessments) during investor onboarding and ongoing profile maintenance, ensuring compliance without compromising the client experience. - Manage Ad-Hoc Requests: Process complex, time-sensitive client and transaction requests across alternative investment products (e. g. , private equity, real estate), including performing callback verifications, bank account checks, and wire confirmations for disbursements. - Drive Remediations & Issue Resolution: Execute end-to-end account and data remediations, resolving operational bottlenecks and identifying root causes to prevent recurring exceptions across the investor portfolio. - Collaborate Cross-Functionally: Partner closely with Fund Ops, Fund Controlling, Product Onboarding & Delivery, Sales, and Compliance teams to streamline service delivery and escalate operational risk or exceptions promptly. - Optimize Processes: Leverage modern operational tools (such as HubSpot and ClickUp) to triage incoming workflows, refine desktop procedures, and implement process improvements that increase service efficiency. You have... - 3+ Years of Relevant Experience: Proven track record in financial services operations, client support, or middle-office roles. - Alternative Investments Exposure: Solid understanding of alts, private wealth, or complex commercial financial products. - Clear Communication: Exceptional written and verbal English communication skills for seamless daily interaction with global stakeholders. - AI: The willingness and ability to leverage AI tools and platforms to optimize operational workflows.