Senior Client Service Analyst

Atlantic Group; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Atlantic Group is seeking an Investor Services / LP Operations professional to join its rapidly growing team in Boston. The role supports investor relations and fund operations for a private equity environment with 4–6 years of relevant experience.

Responsibilities include responding to LP inquiries, supporting reporting, preparing bespoke calculations, and coordinating with accounting, legal, tax, and external providers. A proactive, detail‑oriented mindset is essential for success.

Qualifications

• 4–6 years of experience supporting investor relations, client services, or fund operations in private equity or venture capital.
• Strong understanding of VC/PE fund structures and operations.
• Excellent communication and organizational skills.

Responsibilities

• Responding to LP requests and investor inquiries.
• Supporting investor reporting and financial data requests (ILPA and related reporting).
• Preparing bespoke investor calculations and performance metrics.
• Coordinating cross-functionally with accounting, legal, tax, compliance, and external service providers.
• Maintaining investor data and helping improve internal systems/processes.

Skills

VC/PE knowledge

Excel skills

Communication skills

Attention to detail

Proactive mindset

Tools

Alteryx

Job description

We’re partnering with a highly regarded investment firm seeking an Investor Services / LP Operations professional to join their growing team.

This position is ideal for someone with 4–6 years of experience supporting investor relations, client services, or fund operations within a private equity or venture capital environment.

Key responsibilities include:

• Responding to LP requests and investor inquiries
• Supporting investor reporting and financial data requests (ILPA and related reporting)
• Preparing bespoke investor calculations and performance metrics
• Coordinating cross-functionally with accounting, legal, tax, compliance, and external service providers
• Maintaining investor data and helping improve internal systems/processes

The ideal candidate will have:

• Strong understanding of VC/PE fund structures and operations
• Excellent communication and organizational skills
• Advanced Excel skills; exposure to tools like Alteryx is a plus
• A proactive, solutions-oriented mindset with strong attention to detail
• Ability to thrive in a fast-paced, collaborative environment
• Excellent opportunity to join a high-performing team with strong visibility and long-term growth potential.

You could be a fit if:

• You have a client servicing background in finance/funds
• You began your career in finance but moved into client servicing
• You are a public accountant who wants to get into client servicing