高级客户成功分析师
Sr. Analyst, Client Success
关于公司
Gridline致力于重新定义私募市场的运作方式，使其更快、更智能、更易获取。我们通过构建Turnkey Alternatives Management Platform（TAMP）来设定新的标准，帮助财富管理机构规模化运行私募市场项目。作为一本源的账本系统，Gridline提供单一真相来源，追踪整个投资生命周期，包括交易层，使RIAs、家族办公室和私人银行能够在一处管理其私募市场业务。
我们的团队在企业技术和另类投资领域拥有深厚经验，以构建行业一直缺乏的基础设施层。由FINTOP领投的1850万美元A轮融资支持，我们正在创建系统并构建数据结构，以定义下一代私募市场投资。你是否准备好迎接这个挑战？
职位机会：
作为高级分析师，客户成功方向，你将负责日常账户支持工作，包括补救措施、复杂流程修正以及我们另类投资组合中的临时客户请求。向高级助理，基金运营汇报，你将成为核心操作接触点，推动问题解决、维护数据完整性，并与内部团队合作，为另类投资产品提供高质量的支持。
这是一个加入我们核心运营团队和菲律宾团队基础阶段的绝佳机会，从第一天起就在塑造我们的全球运营和文化中发挥关键作用。
在这个职位中，你将负责：
- 管理投资者数据与档案：主导核心系统中的端到端数据收集、验证和档案创建，包括研究客户信息，识别缺失或不一致的信息，并主动跟进以保持完整的准确的投资者记录。
- 执行KYC与AML开户：在投资者开户和持续档案维护过程中执行关键的KYC/AML验证检查（包括CDD/EDD、实体文件和风险评估），确保合规性的同时不牺牲客户体验。
- 处理临时请求：处理跨另类投资产品的复杂、时间敏感的客户和交易请求（例如私募股权、房地产），包括进行回拨验证、银行账户检查和汇款确认。
- 推动补救与问题解决：执行账户和数据的全流程修复与问题解决。
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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.
We offer...
- Impact: The opportunity to join a Series A fintech at a high-growth inflection point.
- Mission-Driven Work: The ability to revolutionize the private markets space and build the industry’s infrastructure layer.
- Elite Collaboration: A tight-knit team of experienced operators and builders who are passionate about scaling startups.
- Ownership: A high-autonomy environment where you are encouraged to take ownership and solve complex problems.
- Full Suite of Benefits: Competitive salary, night differential pay, remote setup stipend, and robust medical coverage.
Gridline, in partnership with Rippling as our Employer of Record (EOR), is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on merit, skills, and qualifications. We strictly prohibit discrimination or harassment on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, marital status, pregnancy, solo parent status, physical or mental disability, or any other characteristic protected under the Labor Code of the Philippines and applicable national laws.
Originally posted on Himalayas