Client Success Analyst | Private Market Investment Operations / Finance

Client Success Analyst

BIP Capital is an integrated private market investment platform built to create and capture opportunities through BIP Ventures traditional venture anchor funds, an Evergreen equity BDC, and private credit offerings. With a distinctive multi-stage, multi-sector investment approach and a growing array of capital offerings, BIP Capital has generated consistent top quartile returns since 2009.

The Client Success team is the connective tissue between BIP Capital and the investors and advisory firms who trust us with their capital. Our clients whether high-net-worth individuals navigating their first alternative investment or seasoned RIAs managing complex multi-vehicle allocations expect a level of responsiveness and care that matches the quality of our investment platform. This team exists to deliver that.

We are relentlessly client-first. That means meeting investors and advisors where they are: answering questions quickly, anticipating friction before it becomes a problem, and treating every interaction as an opportunity to reinforce confidence in BIP Capital.

This is not a passive support function. The team operates at the intersection of fund operations, investor relations, and advisor enablement, requiring equal parts technical fluency and interpersonal skills. We move fast, we solve problems, and we hold ourselves to a high standard because our clients do too.

We are seeking a full-time Client Success Analyst to join our team. This is a true entry-level opportunity and an apprenticeship-style role built for someone at the very start of their career who has a genuine interest in finance and private markets. You will work directly with the Senior Analyst and Senior Manager, supporting Level 1 investor inquiries, capital call and close tracking, account maintenance transactions, and reconciliations, and escalating more complex matters as you build your fluency in our platforms and processes.

You will not be expected to manage investor relationships independently on day one. You will be expected to show up curious, execute well on the tasks in front of you, and learn quickly, taking on real ownership as your knowledge of fund operations and investor relations grows.

This role offers a unique opportunity to build meaningful relationships with investors and advisors while developing hands-on expertise in fund operations, investor onboarding, and capital transactions. You will operate in a fast-paced, team-oriented environment and contribute directly to BIP Capital's ability to deliver a top-tier investor experience.

The role requires a mix of interpersonal and analytical skills. As a Client Success Analyst, you will support the Client Success team across three core areas:

Capital Calls & Closes

• 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.

Account Maintenance & Investor Inquiries

• 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.

Entity Creation & Operational Support

• 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.